01

How It Works

Submit a referral via our form, phone, or email. Your friend completes their tax appointment. After filing, you receive your reward.

02

Referral Reward

Earn a reward for each new client you refer who completes their tax filing. There’s no limit to the number of referrals you can make.

03

Eligibility & Terms

• Referral must be a new client. • Referrer must be a current or past client. • Reward issued after filing appointment completion. • Self-referrals excluded. • Rewards have no cash value unless stated. • Fraudulent or duplicate referrals disqualified. • Program subject to change or cancellation. • Void where prohibited by law.