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.
Register a referralAt least $40 for you, plus a tax-preparation discount for them
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 a discount on their first tax preparation.
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 a discount.*
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.
A few quick answers
Who can refer someone?
Anyone can refer a new client. You don’t have to be a current client.
How do I refer a friend?
Register the referral above, or contact us directly. Let your friend know they can reach out and mention your name, too.
What do we each receive?
When your friend becomes a new client and pays for qualifying services, you receive at least $40. They receive a discount on their first tax preparation with us.*
Can current clients choose cash instead of a credit?
Yes. You can choose cash or a credit toward a future invoice.
Is there a limit to how many friends I can refer?
No. There’s no limit to the number of people you can refer or the total rewards you can earn.
When do I receive my reward?
Your reward becomes available after the person you referred becomes a new client and pays for qualifying services. We’ll contact you about the details.
What if I have a question about my referral?
Call 716-400-4002 and we’ll help you sort it out.
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 a discount on their first tax preparation. We’ll confirm the applicable discount before work begins. There is no limit to referrals or total rewards. A free consultation alone does not qualify.