Special Offers

Refer a friend — everyone wins

Get $25 cash for every new customer you refer to Accurate Tax & Financials, and your friend gets $25 off their tax preparation fees. There’s no limit to how many people you can refer.

How it works

1. Your friend writes your name in “Who referred you?” on the Client Information Sheet.
2. They get $25 off their tax preparation fees.
3. Once their return is filed, you get $25 cash.

Terms: Referred client must be new to Accurate Tax & Financials and have a paid return filed. Cash reward paid within [X] days of their return being filed. [Any other conditions.]

Get part of your refund sooner

Eligible clients may apply for a refund advance loan when filing with us during tax season, so you don’t have to wait weeks for the IRS.

Good to know

• Available during tax season only
• Repaid automatically from your tax refund
• Applying doesn’t change how your return is prepared

Important: Refund advance is a loan offered by [Lender name], Member FDIC, not by Accurate Tax & Financials. Not all applicants are approved. Loan amounts: [range]. Fees and APR: [details]. Available [dates].