Refer & Save!

Step 1

Tell your Friends and Family

If they refer anyone, they are also eligible for the discount

Step 2

Receive 20% off your filing fees per referral

Up to a 100% free return

Step 3 - Clients Accepted

Only New Clients

can be referred, not returning clients. They must pay for their services first

Step 4 - Discount information

Discount Only Applies

to our fees. Banking fees are not included.

Terms and Conditions

To thank our clients for their referrals, we are now offering a referral discount program. Please review the following terms and conditions carefully:

Eligibility

New Clients Only: Referral discounts apply only when referring new clients who have never filed with us before.
Past Clients Returning: If a referred client has filed with us in the past, the referral discount will be subject to approval. Clients returning after a significant lapse (e.g., 10+ years) may be considered at our discretion.

Payment Conditions

Services Must Be Paid: Referral discounts are applied only after the referred client has fully paid for their tax preparation services.
Order of Payment Matters: If the referring client pays before their referral does, the discount will be applied to the referring client’s next tax service.

Discount Application

Discount on Service Fees Only: Discounts apply exclusively to our service fees. Bank fees or other third-party charges are not eligible for discounts.
Discount Amount: Referral discounts are 20% off our service fees, up to and including a free filing. A free filing is the maximum discount allowed.
No Cash Value: Discounts are applied as service credits only. No cash or monetary compensation will be issued.

Additional Conditions

One Discount per Referral: Each qualified referral generates one discount for the referring client.
Non-Transferable: Discounts may only be applied to the account of the referring client and cannot be transferred to another individual.
Cannot Combine Offers: Referral discounts cannot be stacked with other promotions, credits, or discounts unless explicitly stated.
Corporation Discretion: We reserve the right to approve, deny, or adjust referral discounts in situations that fall outside these guidelines.

💡 Referral Credit Instructions

If you refer a new client and want to make sure you get credit for it, it’s simple:

Fill out the form below and include the following

The name of the person you referred
Their email address(es) (make sure it’s the email(s) they’ll actually use)
For the Ticket Subject, use: Referral – [Your Name]
Before submitting, please confirm with your referral that the email address you’re providing is correct and that they’re expecting contact from us.

Once your referral is confirmed, you’ll receive a reply within that same ticket letting you know it’s been verified.
📬 Any updates or additional information about your referral will also be communicated through that ticket thread.