Referral Program

A referral is the highest of compliments one can give. Our quality of service speaks for itself and our firm is built off of our clients referring us to their peers. We have developed this program in appreciation of you helping us grow and strengthen our business.

Some of you have already taken advantage of our referral program and will be getting your taxes prepared at a significant discount. If you are new to our firm, or were not aware of the referral program, it works like this: We are looking for businesses and individuals just like you. If you refer a business or individual that engages us as their accountant we will give you a discount on your next tax return preparation fee. The discount we will give you if you refer a business or individual that engages us as their accountant is as follows:

Refer a business: $ 50 off your next tax return per engaged referral.

Refer an individual: $ 25 off your next tax return per engaged referral.

NOTE — If your referral discount is greater than your tax return fee for the year we will carry the remaining discount forward to next years return.

Thanks for your business and your referrals.