REFERRAL PROGRAM

Sign up as a referrer

Refer friends and acquaintances. When a referral becomes a tax preparation client, you receive a reward in the form you choose.

Name *

Email address *

Your name appears on your referral page (“[Your name] referred you”).

Choose how you're rewarded *

A (lump sum)
25% of the first-year fee, paid once · up to $1,500 per referral in total B (3 years)
10% of each year's fee for up to 3 years · up to $1,500 per referral in total C (credit)
$100 off your own next fee per referral · for our clients; no cash

You can change the reward type for each referral until its reward is calculated. We need a W-9 (U.S. persons) or W-8BEN (non-U.S. persons) before paying cash rewards.

I agree to the referral program terms (Read the terms)

No password: we email you a 6-digit sign-in code right after you submit.