10% to 20% “New Client” Referral Fee
Since virtually all of our growth comes from client referrals, we offer a generous referral program for new tax clients as a way of saying “thank you”.
You receive a 10% referral fee for any Partnership, Corporation, S Corporation, and Trust new client referral. For individual returns we offer a 20% referral fee for every new client you refer. The fee will be paid after the tax return is completed and filed by this firm and after full payment by the client. The more you refer, the more you make. For example, for every new client you refer you may make anywhere from 10% to 20% of the fees we charge for this new client. The referral percentage depends on the type of work completed.
The referral fee provided in this program will be included in the signed client engagement agreement prior to any work performed. This Referral Program is allowed under the American Institute of CPA “Code of Professional Conduct” section 1.520.001. This AICPA rule is accepted by state Board of Accountancy organizations in 48 states excluding California and Hawaii. Therefore no referral fees may be paid for any new clients located in these two states.
We’re sure these new clients will thank you for that referral after they see the excellent work we provide!
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