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§ 01REFERRALS

Refer a friend, you both save 10%

Most of our clients come from someone who told a friend. If you know a business owner or family who deserves a straight answer on their US taxes, send them our way: they save 10% on their first service, and we thank you with a 10% credit toward your next one.

1

Tell us who to help

Give us your friend's name and email below, or just send them your own note. There is nothing for them to sign up for first.

2

They become a client

When your friend books a service with us, we apply their referral discount to the first invoice. No code to remember; we match it to your introduction.

3

You both save

Your friend saves on their first invoice, and we thank you with a credit toward your next service. Real work, quietly rewarded.

Send an introduction

Your details, then your friend's. We only need one way to reach them.

How the reward works: the 10% referral discount applies to your friend's first invoice as a new client, and your thank-you credit applies to your next service. Only one promotional discount applies at a time (discounts do not stack), the credit has no cash value, and we honor introductions we can trace to you. Please refer people you genuinely think we can help; we will always give them our honest professional judgment on whether we are the right fit.