Referral Program

We value word-of-mouth referrals from our clients. That is why we are giving back to our clients that are so satisfied they tell their friends, family, and colleagues about us. Keep reading to learn about how we express our gratitude!

Personal Referrals

Third Referral1/2 price Mid-Year Tax Planning$100 value
Fifth ReferralFREE Personal Tax Preparation$250 value
These referrals are typically from clients who have received Personal Tax Preparation or consulting services.

Business Referrals

Third ReferralMarketing Training OR Quickbooks Training (1 hour)$100 value
Fifth ReferralProfitability Analysis (3 hours)$300 value
These referrals are typically from clients who have received Business Tax Preparation, packages, training, or consulting services.


What qualifies as a referral?

A referral gains our gesture of gratitude when the referred potential client converts to a paying client. A paying client has requested and contracted us for services and made at least a partial payment towards those services.