Tax Strategy Referral Form

*Refer as many people as you'd like from year to year and when they become clients, they count towards your trip. Your referrals will be accrued until at least five (5) become clients at which time you will be provided the Cancun, Mexico trip. This is NOT a raffle. (Airfare and Taxes NOT included. The trip is fully transferrable prior to your activation).

Do you have a large network that you'd like to refer on a continuous basis? Great, keep the referrals coming! We'll grant additional trips for every five new clients that you refer.

Make sure you let the person you are referring know that we'll reach out to them via phone/text/email to get them scheduled for the Initial Consult.