Refer A Friend




Since virtually all of our growth comes from existing client referrals, we offer a generous referral program for our clients as a way of saying “thank you”.

We offer an escalating referral fee scale:

$25/each Referrals 1 to 5

$30/each Referrals 6 to 10

$40/each Referrals 11 to 15

$50 for each referral after that!

For example, if you refer twenty of your friends you will earn $725! Enough money to cover the cost of a weekend getaway.

If you pay your fee before your referral comes in we will either send you a check or apply a credit towards next year’s tax preparation fee…the choice is yours.

The program is simple, to qualify, your friend or relative must be a paying new client (one that didn’t have their tax return prepared by me last year.)


Thanks for your business and your referrals.