No matter if you are a long-term partner or a first-time user, you can take these instructions into consideration for pricing and code application or communication during the onboarding.
For Incoming Clients
The referral code and its function
Incoming clients type this distinct referral sequence into the field during the final payment stage. This action generates an immediate price reduction on services provided by The Tax and Accounting Group. Furthermore, this mechanism locates the file so our administration team can identify which current partner recommended us to you.
Available price reductions
Benefitting from the unique referral string adjusts the final invoice in accordance with the scope of the work. The financial savings correspond to the total engagement value as outlined below:
- $15 off applies to service engagements valued between $180 and $299.99.
- $30 off applies to service engagements valued between $300 and $499.99.
- $40 off applies to service engagements valued between $500 and $694.99.
- $50 off applies to any service engagement valued at $695 or higher.
This promotional opportunity is valid for 6 months following the service purchase from us. Additionally, in order to protect our service output quality, we place a cap on the volume of new files we accept on an annual basis. Therefore, the referral code stops functioning once we reach the client limit for the year.
For Existing Clients
Why share your referral?
Consider this alphanumeric referral a transferable discount voucher you can hand to peers and relatives or coworkers. When they use the code, they receive a discount and you receive a rebate. We route this reward back to the funding source — credit card or bank account — associated with the most recent order. The refund amounts mirror the tiers presented in the section above.
I hired you previously but lack a referral code
We dispatched the referral identifiers to accounts active since July 1, 2023 — provided the payment email address matched our records. If yours failed to arrive — simply notify us. Our team will resolve the omission promptly.
I misplaced my code. How do I recover it?
If you believe a code exists for your file but cannot locate it, please write to info@thetaxaccountinggroup.com. You should indicate the email address used for billing & the estimated date of the transaction. Our staff will search the archives to retrieve it for you.
Ideal candidates for this process
This program is best for individual taxpayers and businesses seeking ongoing tax support, not a one-time service.
- Professionals with multiple income generation — wage earners with side businesses or independent contractors managing various 1099s
- Business owners — clients who would like to establish alignment in corporate filings with their personal returns
- Investors — households managing complicated portfolios & multi-state filing requirements
- Referrers — anyone wishing to recommend a trusted firm to close circle without sharing sensitive data
Our capabilities
The Tax and Accounting Group focuses on long-term support for clients who value year-over-year consistency.
- Credentials — our staff cover both Enrolled Agents and CPAs
- Jurisdiction — we are licensed to operate in the US and Canada and specialized in cross-border tax issues
- Track record — we utilize ProConnect & a secure portal to manage our workflow — having successfully processed 10,000+ e-filed returns and maintained a database of over 100,000 records
- Service depth — With 70+ specialized service items — from IRS representation and crypto tax to forensic accounting & fractional CFO services — we serve as a single point of contact for nearly any financial requirement
Troubleshooting and communication
- Missing referral code from previous work — email our billing department with your previous contact address and indicate the approximate date of the last transaction
- Lost codes — present those same transaction details in order for our team to pull the information from our archives
- Helping a friend — remind your referral to apply the code before finalizing the payment to mirror the discount in their total
- Pre-purchase inquiries — for urgent tax planning questions, reach out to the office directly — we target responding within 24 hours during standard business days
Program Objective
The Tax and Accounting Group referral setup lowers expenses for your network and connects our firm with high-caliber individuals and establishments like yourself. Share your referral code so your contacts receive a discount and you receive a rebate.
Questions?
Send a message via the form below or contact us directly at info@thetaxaccountinggroup.com.