Referral Program

We will be continuing our Cash Rewards for New Clients program to show our appreciation to those of you who make the effort to refer friends to us for tax preparation purposes. As a reminder, here is how the program works:

  1. We offer a cash reward to our current clients who refer a friend to us for tax preparation purposes.
    • A current client is a client who had our firm prepare their 2008 tax returns.
    • A referred client is a current client’s friend who has not used our firm for tax return preparation in the past.
  2. The reward will be made in the form of a check once we prepare the 2010 tax return for the current and referred client, both clients have obtained their tax returns, AND paid for them in full.
  3. The cash rewards are as follows:
Tax returns prepared for referred clients Cash rewards
2010 Form 1040 Individual (std deduction) $50
2010 Form 1040 Individual (itemized deduction) $75
2010 Form 1065 Partnership $100
2010 Form 1120 Corporation $100
2010 Form 1120S S Corporation $100
2010 Form 990 Tax Exempt Corporation $100