Referral Rewards

Earn Up to $250 CASH for EVERY REFERRAL!

Every successful business gets its best new clients from the heartfelt recommendations of its existing satisfied customers. Joanne recognizes and rewards those clients who help her expand her business.

How Does It Work?

  1. Simply refer a client to Joanne, either directly or by having them contact her themselves;
  2. If Joanne prepares their tax return she will immediately write you a check for 50% of your tax preparation fee subject to a $100 minimum and a $250 maximum per referral.
  3. NO UPPER LIMIT on your Cash reward – If you refer three clients, Joanne will write you three checks!

To Qualify as a Referral is EASY

  1. Your referral must be a new client! – That is, Joanne McConnell, EA has never prepared their tax return;
  2. Your referral must pay their bill in full;
  3. Your referral uses a Form 1040 or Form 1040NR.