Refer a Friend

Refer a friend. We’ll thank you both.

Share Ziggy’s Tax Advantage with them. You can take part whether you’re a current client or simply know someone we may be able to help.

A simple thank-you

At least $40 for you, plus 15% off their first tax preparation

Earn at least $40 for each qualifying referral.* There’s no limit to how many people you can refer or how much you can earn. The person you refer also receives 15% off their first tax-preparation fee.

Tell a friend

Invite someone who could use clear, personal tax help.

Register your referral

Share their name and contact information, then tell us how to reach you.

We’ll thank you both

Once your referral becomes a new paying client, you receive a reward and they receive 15% off their first tax-preparation fee.*

The details

Good people know good people.

Whether you’re a client or simply know someone who needs tax help, you’re welcome to refer them. We’ll use the details below to recognize your referral and get in touch.

A referral reward is earned after the new client hires us and pays for qualifying services. A question or free consultation by itself does not qualify. If you recommend us in a public post, please disclose that you may receive a referral reward.

Looking for tax help yourself? Request a free consultation →

Tell us about your friend and you

You fill out this form. We’ll keep your details separate from the person you’re referring.

1. Your friend — the person you’re referring

With their permission, tell us how we can reach them. Please don’t include tax or financial details.

Friend’s first and last name Friend’s email (email or phone required)Friend’s phone number (email or phone required)Return Type (optional)Additional information about your friend (optional)Share helpful background only. Please don’t include tax documents or sensitive information.

2. Your information — the person making the referral

Are you already a client of Ziggy’s Tax Advantage?

Yes, I’m a client No, I’m not a client

Your first and last name Your phone number Your email Additional information from you (optional)Share helpful background only. Please don’t include tax documents or sensitive information.

Please make sure your friend is happy for you to share their contact information. You can also invite them to contact us directly and mention your name. See our Privacy Policy.

See Referral Terms

Rewards start at $40 per qualifying new client who pays for services and may be higher based on the type and scope of work. Current clients can choose cash or credit toward a future invoice; people who are not clients receive cash. The referred new client receives 15% off their first tax-preparation fee. The discount is based on our fees at Ziggy’s Tax Advantage. We’ll confirm how it applies before work begins. There is no limit to referrals or total rewards. A free consultation alone does not qualify.