Refer A Friend!
Refer A Friend! And Get Your Choice of GREAT GIFTS!
How? It's Simple!
Step 1
Use this form to introduce us to a friend, family member or neighbor!
Step 2
We'll contact your friend to discuss their wants and needs and present our best solutions.
Step 3
After we meet with them, they'll get a discount on their service and You Get your choice of any of the great gifts below.*
* Offer is not valid on existing contracts and cannot be combined with any other discounts, promotions, or special offers. Some restrictions may apply. See representative for full details.
Choose From The Great Gifts Below!
For Tax Preparation:
Your Referral Gets — for ALL personal tax returns, they get a 25% discount!
* Conditions — 1st year only.
PLUS
YOU GET a $150 gift card to a Local Restaurant of Your Choice!
OR
YOU GET a $150 Shopping Spree at Your Choice of Target or Walmart!
When You Refer 5:
YOU GET your current tax year fee refunded OR apply it as a credit for your next year’s taxes (individual or business).
OR
YOU GET 2 Round Trip Airline Tickets to ANYWHERE in the US!
* Conditions – maximum value $1,000.
For Tax Consulting:
For every tax consulting client you refer, you get 10% of their project cost credited to any future services.
For Bookkeeping:
For every client you refer, you get 1 month bookkeeping FREE!
OR
For every client you refer, you get 10% of their annual bookkeeping cost credited to any future services.
Choose From The Great Gifts Below!
YOU GET your current tax year fee refunded OR apply it as a credit for your next year’s taxes (individual or business).
-------OR-------
YOU GET 2 Round Trip Airline Tickets to ANYWHERE in the US!
* Conditions – maximum value $1,000.