Client Referral Program

We greatly appreciate the trust our clients place in us, and recognize that virtually all our growth comes from their referrals. As a way of saying thank you, we are excited to introduce our referral program. Under this program, clients will receive a 15% referral credit for any new Corporation, S-Corporation, Trust/Estate, or Gift Tax Return from a new client. For Individual tax return referrals, we offer a 10% credit. This credit will be applied after the referred client's tax return is completed and filed by our firm, and after full payment has been received from the referred client.

For instance, for every new client you refer, you will make 10% of the new client's tax return. However, please note that the credit may not be received in the current year, depending on when the new client's return is completed, filed, and paid in full. In such cases, the credit will be applied to the following tax year.

We would like to clarify that our referral program is intended solely for establishing new client relationships and is not to be used for expanding or establishing a current client's dependents, business, estate, or trust tax return. It is important to note that this referral program is allowed under the American Institute of CPA Code of Professional Conduct Section 1.520.001 and is accepted by state Board of Accountancy organizations in 48 states. Unfortunately, no referral credits may be applied for any new clients located in California and Hawaii.

We are confident that the new clients referred to us will appreciate the excellent work we provide, and we want to thank our clients for their continued support and trust.