Promotions & Referrals

Save money. Earn rewards.

We reward new customers and the clients who refer them. Here's how both offers work.

$25 OFF Tax Preparation

New customers receive $25 off tax preparation services.

  • Eligibility: new customers only
  • Bring your business card to your appointment
  • Applies to tax preparation services
Start your tax intake

$50 Referral Fee

Earn $50 for every new customer you refer to us.

  • Refer a friend, family member, or business
  • They complete a service with us
  • You receive a $50 referral fee

Submit a Referral

Share a friend's info and the service they're interested in. We'll reach out.

Your information (referrer)

Who you're referring

Start IntakeBook Call