Referrals
Give a friend the gift of SMAART, and $50.
You and your friend will both get a $50 discount or credit toward your next income tax preparation service. Refer them below, and we will do the heavy lifting.
- $50 for both of you· A credit toward your next income tax preparation
- Takes about 2 minutes· Just a few quick details
- We follow up· A real team member reaches out within one business day
Referral Form
Who to refer
Not sure who
comes to mind?
If someone you know fits any of these, they are worth a referral. You do not need their full details. Share what you have, and we will reach out respectfully and take it from there.
Have questions? Reach our team- A small business that needs bookkeeping, payroll, or cleaner financial reporting
- An owner who is behind on taxes or facing an IRS notice
- A new business that needs formation, an EIN, or a proper setup
- A company that has outgrown DIY and could use a fractional CFO
- A nonprofit that needs help staying compliant
- Anyone who has told you they are frustrated with their current accountant
Prefer to talk first?
Want to introduce someone personally?
If you would rather connect us directly or talk it through first, reach out and we will make the introduction smooth for everyone.