Financial, Credit, Business & Real Estate Strategist

Tax Referral

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Get up to $40

You will recieve $20 for each new client you refer to our advisors (limit 2) It's easy!

1. Refer your family and friends / Recomienda a tu familia y amigos

2. Your family or friend must pay for and complete their return by the cut off date / Su familia o a

3. Once their return is complete, we'll mail you your gift card within 2 weeks / Una vez que su devo

$25 off your tax preparation for being a referral / $25 de descuento en su preparación de impuestos

Coupon must be presented prior to completion of initial tax service interview. A new client is defind as an individual who did not use our services to prepare his or her prior-year tax return. Discount valid only for tax prep fees for the original year personal income tax return prepared in a participating office. May not be combined with any other promotion. Void if transferred, and where prohibited. No cash value.