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CPA Consulting Services Expands New Client Referral Discount

Do you have a friend who needs tax preparation help?

Would you like to save $75 on your tax prep this year?

CPA Consulting Services’ 2023 referral program may be just what you’re looking for!

Terms and limitations

You must provide the referred person’s name and contact information to our office, after you have ensured that they consent to being referred.

For every successful referral, you will receive a discount of $75 off your tax preparation fee.

Your $75 discount will be applied once the referred person completes their tax preparation and payment is made in full.

There is no limit to the number of referrals you can make, and thus, no limit to the potential discounts you can receive.

Make sure the person you refer...

...has not used our tax preparation services in the past.

...knows they will receive a discount of $25 off their tax preparation fee, as long as they mention your name when scheduling their appointment or during their initial consultation.

Terms and limitations

The person referred must come into the office for tax preparation during the tax year of the referral, regardless of the tax year being prepared.

  • For example, a referral in February of the 2023 tax year for 2022 tax prep work is acceptable, as long as that 2022 tax preparation is being initiated within the 2023 tax year.

Referrer and referee discounts are not transferable or redeemable for cash, and cannot be combined with any other offers or promotions.

This referral policy is effective from the date of implementation and may be subject to change or termination at any time without prior notice.

Referral rewards for successful referrals made before any policy changes will still be honored under the terms in effect at the time of the referral.

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