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Happy Handshake

Referral Program

Since virtually all of our growth comes from client referrals, we offer a generous referral program for our personal clients as well as people who know us as a way of saying "thank you". 

The more you refer, the more you save!!!

Receive 15% off your solutions fees for every client you refer who also has their tax return completed & paid for service and 5% off bookkeeping service first month paid.


For example,

*If you refer two (2) people and you have a basic return fee of $400, you will save $60, three (3) people $180, etc., up to 100% off.

*If you pay your fee before your referral comes in we will either send you a cash payment or apply a credit towards next year's tax preparation fee. The choice is yours.


If you do not currently use our services but send us referrals the same concept applies. Whatever solution they pay for first will be based off of their first initial invoice.

-You will receive 10% payout of that referral's return fee.

-If they begin with bookkeeping solutions instead of tax solutions, you will receive a 5% payout of their initial invoice paid.

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