Refer A Friend!

Coopers Accounting Service > Services > CAS > Refer A Friend
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Refer A Friend! And Get Your Choice of GREAT GIFTS!

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How? It's Simple!

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Step 1

Use this form to introduce us to a friend, family member or neighbor!

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Step 2

We'll contact your friend to discuss their wants and needs and present our best solutions.

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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.

OPTIONAL: After filling out the form, you can EMAIL or TEXT the below message:

Looking for an accountant? I highly recommend Coopers Accounting Services. They’ve helped me with my accounting needs and are professional, responsive, and easy to work with. If you need help with taxes, bookkeeping, payroll, or business finances, contact them at (562)436-2600 or YourFinancialFreedomMatters.com

Make sure to ‘CC’ us in the message!

    STEP 1: YOUR FRIEND'S INFO

    STEP 2: YOUR INFO

    So we can thank you and send you your gift.

    OPTIONAL: After filling out the form, you can EMAIL or TEXT the below message:

    Looking for an accountant? I highly recommend Coopers Accounting Services. They’ve helped me with my accounting needs and are professional, responsive, and easy to work with. If you need help with taxes, bookkeeping, payroll, or business finances, contact them at (562)436-2600 or YourFinancialFreedomMatters.com

    Make sure to ‘CC’ us in the message!

    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!
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    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.

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    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.

    Get Our FREE Financial Guide & Tips

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