REFERRAL PROGRAM

Referring your friends and family to Expert Tax Service

Referrals are one of our primary methods of marketing. We have found that a prospective client who is referred to us is better prepared to appreciate the value that we can offer. We understand the trust you place in us when you make a referral and because of that, we want to demonstrate our appreciation by sending you a surprise gift each time one of your referrals becomes one of our clients. To make the referral process as easy as possible, here is a brief guide for you to use when you refer us to your colleagues, friends, family and neighbors.

Who is the ideal client to refer?

The ideal client for us includes individuals or small businesses in need of help preparing their income tax return, tax planning consultation, or small business accounting services. Our services range from quick and simple Form 1040EZ forms to more in-depth tax returns including small businesses, partnerships or investment properties.

How the client referral process works

The process begins with you:  (1) referring the potential client to contact us or (2) giving us the name of the potential client and we contact them. If your referral turns into a client you will be rewarded. The referral reward will vary (gift certificates, contribution to the charity of your choice, tickets, or other various gifts). Just make sure your referral mentions your name!

Expert Tax Service
Contact: Ben Bruns
Email: [email protected]
Phone: (419) 740-0829

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