Home › Refer a friend
Referral bonus

Refer a friend, get 10% of their invoice

Most of our clients came from someone who told them about us. If you have had a good experience, passing our name on is the most useful thing you can do — and we pay you 10% of your friend’s invoice to say thank you.

How it works

Three steps

1

Send us their name

Use the form, or just forward them our number. Either counts.

2

They file with us

We take it from there — free consultation, flat fee, the same process you had.

3

You get 10% of their invoice

Paid to you as a referral bonus once their return is filed.

Refer a friend

Thanks for the referral — we will reach out to your friend.

The details

  • Applies to both personal and business tax clients
  • Your bonus is 10% of your friend’s invoice
  • Paid once their return is filed and invoiced
  • No limit on how many people you refer

For the rebuild

Two things to confirm before publishing: how the bonus is paid (credit against your next return, or a transfer), and whether it applies to repeat clients as well as new ones. Naming those makes the offer feel real rather than conditional.

Start with a free 15-minute call

Tell us your situation. We will tell you what you need, what it will cost, and how long it will take — before you commit to anything.

Raising Standards... Book my call
WhatsApp us Call +1 949 431 2999 Text us Email us Book a free call