At Tax Planner CPA we’ve built our business on quality referrals. Earn credit for tax preparation or cash when you refer a new client to Tax Planner CPA for any of our tax services.


As you know, we take a tremendous amount of pride in the level of service and commitment we give to each and every one of our clients. We have developed many close relationships in our role as a tax advisor and believe we possess the expertise and experience that distinguished us from our peers.


We are now ready to take our practice to the next level and, frankly, we need your help. We have tried many marketing strategies over the years but have found that, without question, the most successful way of acquiring a new client is through a direct referral.


We have developed a system that will allow you to refer someone to us with ease. Simply visit our Referral page, add e-mails of friends that you would like to share our info with and an e-mail will direct the person to our website to learn more about our firm and services.


Referrals are the BEST compliment you can give us!


  • For every new client you refer to us, we will Pay you
  • Enter or import e-mails of your friends, co-workers, and others on our referral system and we will send an intro letter under cover of your name
  • You can keep track of your referrals on our referral system


Check out our Referral page to get started with our exclusive referral program.


We are very excited to be offering you an opportunity to be a participant in this new referral system. I suggest that when you have the time, you pay a brief visit to our Referral page to learn more about our program.


With warmest regards,

The Tax Planner CPA Team

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