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Share with those in your network.

Refer someone in your network and if we ending up working together, you'll get 10%. Currently, this is only available to individuals who refer future tax, new business, CFO service clients. Here a couple of scenarios. This doesn't cover every situation, but here are some straight-forward, typical breakdowns.



If you refer...

an individual tax return needing a basic tax return, you'll get: $10

a married couple with itemized deductions, you'll get: $15

a partnership with 2 partners, you'll get: $45

a nonprofit organization, you'll get: $50

a self-employed person with S-Corp status, you'll get: $60


new businesses

If you refer a...

starter business client, you'll get: $25

mid-level business client, you'll get: $55

advanced business client, you'll get: $100


Cfo Services

If you refer a...

starter CFO client, you'll get: $15

basic CFO client, you'll get: $47.50

full CFO client, you'll get: $75


you're just a few referrals away from .


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