New Client Referral Program

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

  • You 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.The credit will be applied after the referred clients tax return is completed and filed by this firm, and after full payment by that client has been received.

*Example: For every new client you refer, you will make 10% of the new client’s tax return.

*Note: Depending on when the new clients return is completed, filed, and paid in full, you may not receive the credit in the current year. In that case the credit will be applied to the following tax year.

*Disclaimer – Referrals are intended for establishing new client relationships and are not intended or allowed in conjunction with expanding or establishing a current client’s dependents, business, estate, or trust tax return.

This referral program is allowed under the American Institute of CPA “Code of Professional Conduct” Section 1.520.001. This AICPA rule is accepted by state Board of Accountancy organizations in 48 states excluding California and Hawaii. Therefore, no referral credits may be applied for any new clients located in these two states.

We’re sure these new clients will thank you for that referral after they see the excellent work we provide.

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