Referral Program

A referral is the best compliment we can receive. It is also a method in which we gain a significant portion of our business. We welcome referrals and have created a program to thank you for them.

Do you know anyone who:

• Is starting their own business?
• Has a growing business?
• Is unhappy about their taxes or tax preparer?
• Needs an audit?

We have two programs that you can participate in. One is for business client referrals and the other is for individual referrals.

Refer a business client (that we work with throughout the year)

Receive a $500 referral fee!

Unlimited number of referrals!

Refer a tax client (that we work with only at year end)

We trust that we have provided the highest level of service to you and your business and look forward to the opportunity to continue to serve you, as well as any referrals, for many years to come. Thank you for your continued business.