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.
Three steps
Send us their name
Use the form, or just forward them our number. Either counts.
They file with us
We take it from there — free consultation, flat fee, the same process you had.
You get 10% of their invoice
Paid to you as a referral bonus once their return is filed.
Refer a friend
The details
- Applies to both personal and business tax clients
- Your bonus is 10% of your friend’s invoice
- Take it as credit against your next return, or as a direct payment — your choice
- Paid once their return is filed and invoiced
- Applies to friends who are new to us
- No limit on how many people you refer
How the bonus reaches you
Once your friend’s return is filed and invoiced, we get in touch and ask how you would like it: held as credit against your next return, or paid out directly. There is no cap — refer ten people and you earn on all ten. The bonus applies to people filing with us for the first time.
