Client Referral Program
Spread the word about K2 Tax Solutions and earn rewards. You get a discount, your referral gets a discount — it's a win for everyone.
How It Works
Refer a Friend or Business
Share K2 Tax Solutions with friends, family, or business contacts who could benefit from our tax and accounting services.
They Become a Client
Your referral books an appointment or signs up for any of our tax preparation or accounting services.
You Both Earn Rewards
You receive a $50 discount on your next service, and your referral gets $50 off their first service as our thank you.
Rewards & Benefits
The more you refer, the more you earn. Here's what you and your referrals get.
$50 Off Your Next Service
Earn a $50 credit toward any tax preparation or accounting service for each successful referral.
$50 Off for New Clients
Your referred friend or business receives a $50 discount on their first paid service as our welcome gift.
Unlimited Referrals
There's no limit — refer as many people as you'd like and keep stacking the savings.
Priority Support
Referral program members receive priority scheduling during peak tax season.
Frequently Asked Questions
How do I submit a referral?
Simply have your referral mention your name and contact info when they book an appointment or fill out our contact form. We'll verify and apply your credit automatically.
When do I receive my discount?
Your $50 credit is applied once your referral completes their first paid service with us. You'll receive an email confirmation when the credit is available.
Can I combine referral credits?
Yes! You can stack multiple referral credits on a single service, up to the full cost of that service. Credits never expire as long as you remain an active client.
What services qualify?
All paid services qualify — individual tax preparation, business tax services, bookkeeping, payroll, and consultation services.
Ready to Start Referring?
Share our contact info with someone who needs tax help, and make sure they mention your name when they reach out.