UP TO $1,000 IN REWARDS FOR CLIENTS AND PARTNERS!*
Know someone who could benefit from expert Tax Reduction Planning and Accounting to unlock serious tax savings?
We’d love to help them — and reward you for spreading the word!
Earn Up to $1,000 for Every Successful Referral
- $500 for each new Lite recurring monthly client you refer
- $1,000 for each new Core or Elite recurring monthly client you refer
As a thank-you for simply making the introduction, you’ll also receive a $50 Amazon Gift Card — even if they don’t sign up!**
How Referral Earnings Are Paid
Referral bonuses are paid in two parts after your referral officially becomes a client:
- 50% one month after their start date
- 50% three months later
How You’ll Receive Your Bonus
Choose your preferred reward option:
- Apply it toward your future service fees
- Receive a direct bank transfer
- Or get an e-gift card
For Partners
As mentioned above to the referral rewards above, partners can earn an exclusive bonus:
Refer 3 recurring clients and receive a Custom Tax Reduction Plan (valued at $5,000) for your own business.
This is the same premium plan we create for our clients — packed with proven strategies to help you legally reduce your taxes.
Let’s Save Together
Let’s help more people unlock serious tax savings — and reward you along the way!
*Referral bonus amounts depend on the referred client’s service level.
**Please just CC us on the email or do a quick group text to connect us with the person you’re referring.