Share Flex Tax. Get rewarded.
Tell your friends about your experience with us. When a friend you refer becomes a new client, you each receive a $65 credit toward future Flex Tax services.
Refer a friend. You both earn credits.
Be our client
You can join after we complete your tax planning or tax return.
Start sharing
Share our contact and services with friends by email, Yelp, Facebook or Instagram.
Earn credits
Once your friend accepts a Flex Tax quote, pays in full and we complete their services, you each receive a $65 credit.
Credits are issued per qualified referral, have no cash value, and expire two years after they are issued. See the FAQ below for details.
What our clients say
“I was very impressed with the speed and efficiency with which they completed the estate income taxes. Not only did they get the taxes done expeditiously as promised, their rates were also very fair. They were competent and knowledgeable and knew the tax laws very well.”Roma M.
“Really responsive and helped me understand my taxes better. Although surprisingly everything was handled electronically and over the phone and I didn’t have to go in person to their office which was an added bonus.”Monte T.
“If you’re looking for an accountant that actually cares about you, file your taxes here. Also, if you received a letter from a tax agency and have no idea how to respond, don’t hesitate to ask! They can assist with that as well!”Johnny G.
Refer-A-Friend questions
What is the Refer-A-Friend program?
It thanks Flex Tax clients who refer new clients to us. For each qualified referral, you receive a $65 credit and your friend receives a $65 credit toward future Flex Tax services.
What is a qualified referral?
A new client who has never used our services before, is not part of your household, accepts a Flex Tax quote, pays in full, and has their services completed. Self-referrals and referrals of existing or former clients don’t qualify.
Who can refer?
Any client who has engaged our services in the past is eligible. Each household is limited to one participating account.
How does it work?
After we complete your tax return or tax planning, start sharing. Ask your friend to mention you when they contact us. Once they accept a quote, pay in full and we complete their services, we add a $65 credit to both of your accounts.
How do I use my credit?
You’ll get an email when your credit is added. Credits can be applied toward tax consulting, tax planning, or tax preparation services, with a minimum purchase of $200 to apply a credit. Credits expire two years after they are issued.
Can I get cash instead?
No. Referral credits can only be applied to Flex Tax services. They have no cash value and cannot be redeemed for cash, PayPal, Venmo, or any other payment, and they cannot be transferred, sold, or combined with another account.
Can the program change?
Flex Tax may change or end the program at any time. Credits already issued stay valid until they expire. Full terms appear on your Flex Tax credit note.
Know someone who needs tax help?
Send them our way — and thank you for sharing.
Monday–Friday, 9 am–6 pm Pacific