Referrals


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Do you know of a friend, family member, or co-worker who is looking for a new accountant or advisor? Refer someone you know to receive a discount!*




*Discount amount is the lesser of $50 or 10% of your current year’s service fees. Discount will only be applied once per year per referral and is not continuous. Referral must agree to and pay for services in full before you can receive the discount.