Referral Program

Referral Program

Refer a Friend, You Both Save.

Know someone who needs help with their taxes? Share your referral code and you’ll both get rewarded when they file with us.

$20 off for them. $20 off for you. Plus a shot at a $200 gift card.

How It Works

01

Share Your Code

You received a unique referral code as a returning client. Pass it along to anyone who could use tax help.

02

They Mention Your Code

When your referral books with us, they provide your code. We link it to their account so we know who sent them.

03

You Both Get Rewarded

Once they pay in full, they get $20 off their first return and you get $20 off next year’s filing.

What You Get

For You (Returning Client)

$20 Off

Applied to your tax preparation the following year. Maximum one $20 discount per family per year.

For Them (New Client)

$20 Off

Discount applied to their first tax return filed with us.

Bonus: $200 Gift Card Drawing

Every successful referral enters you into an annual drawing for a $200 gift card. Drawing held October 16th each year. More referrals = more entries.

Frequently Asked Questions

Where do I find my referral code?

Your unique code was provided when you became a returning client. If you need it again, email us at bscahill@cahilltfs.com or ask during your next appointment.

Is there a limit to how many people I can refer?

No limit on how many people you can refer. However, the maximum discount you can earn is $20 off per year, regardless of how many referrals you make. Each additional referral still earns you entries into the $200 gift card drawing.

When do I get my discount?

Your $20 discount is applied the following tax year, once the referred client has paid in full.

What qualifies as a successful referral?

Your discount is earned once the new client files with us, pays in full, and does not request a refund. If they request a refund, the referral discount becomes void. In practice this is rarely an issue, since our Refund Policy does not allow refunds once a return has been filed. One referral code per new client or family.

How does the $200 drawing work?

Each successful referral gives you one entry. The drawing is held on October 16th of the year the referral was made. More referrals, more chances to win.

Can the new client use someone else’s code too?

No. One referral code per new client or family. First code provided is the one we honor.

Ready to Share?

Send your referral code to a friend, family member, or colleague. They save, you save, everyone wins.