Get Rewarded for Helping Friends With Their Taxes!

Join Our Tax Referral Program

Know someone who needs professional tax preparation? Refer them to TaxPoint Advisors and earn up to $50 in cash or credit when they file their tax return with us.

Our tax referral program makes it easy to help friends, family members, and colleagues find reliable tax preparation services while earning a reward for your referral.

Your Referral Reward

Each time your referral files their tax return with us, you’ll receive:

Up to $50.00 Cash or Credit

Ready to refer someone? Complete the referral form below to get started.

How Does the TaxPoint Referral Program Work?

Getting rewarded for referring someone to TaxPoint Advisors is simple.

Submit a referral

Complete the referral form with your contact information and the details of the person you want to refer.

We reach out

Our team will contact your referral to help them with their tax preparation needs.

Your referral files their taxes

Once your referral files their tax return with TaxPoint Advisors, you become eligible for your referral reward.

Receive your reward

We will notify you when your reward is ready.

How Much Can You Earn for Referring Someone?

You can earn up to $50 in cash or credit for each qualifying referral who files their tax return with TaxPoint Advisors.

Whether you refer a friend, family member, or colleague, you can earn rewards while helping someone get professional assistance with their taxes.

Who Can You Refer?

You can refer someone who is looking for tax preparation services, including:

Friends and family members who need help filing their taxes.
Colleagues looking for professional tax preparation.
Individuals searching for a tax preparer they can rely on.

If someone you know needs help with their taxes, introduce them to TaxPoint Advisors.

Start Referring and Earning Today

Ready to help someone with their taxes and earn a referral reward?

Complete the form below with your information and your referral's contact details. Our team will take it from there.

Refer someone to TaxPoint Advisors today and earn up to $50 in cash or credit when they file their tax return with us.

Frequently Asked Questions

How much can I earn from the TaxPoint referral program?

You can earn up to $50 in cash or credit for each qualifying referral who files their tax return with TaxPoint Advisors.

When do I receive my referral reward?

You will be notified when your reward is ready after your referral completes their tax filing with TaxPoint Advisors.

How do I refer someone to TaxPoint Advisors?

Complete the referral form on this page with your contact information, your referral's details, and your preferred tax preparer.

Does my referral need to file their taxes with TaxPoint Advisors?

Yes. Your referral must file their tax return with TaxPoint Advisors for you to qualify for the referral reward.

How long does it take to submit a referral?

Submitting a referral takes less than 30 seconds.

Can I refer a friend or family member?

Yes. You can refer friends, family members, colleagues, or anyone who may need tax preparation services.

Is the referral reward paid in cash or credit?

The referral reward is available in cash or credit, up to $50.

How do I know when my referral reward is ready?

TaxPoint Advisors will notify you when your reward is ready.