Client Referral Incentives

We are looking for referrals from our clients and are looking for genuine referral partners

We need your help. Can I show you how to refer to us and the incentives we offer? Yes, we pay you, for referrals.

Our short video explains the client incentives we offer you to refer us clients like you.

Thank You for being our client or referral partner.

Want to make easy money by using your contacts and networks?

Well, you can by referring individual and business clients.

Refer Individual clients

Discounts on your next individual tax return preparation fee

Refer 1 client $20

Refer 2 clients $40

Refer 3 clients $60

Refer 4 clients $80 or 50% whichever is greater

Refer 5 clients 100%


Provide their details by calling me on 83374460 or online at

Bring in your referral names when I see you for your next Tax Return

Discount applies to one individual tax return only. The client referred must have completed and paid a tax return.

Refer Business Clients

By referring business clients.

As a reward and incentive to continue referring me to quality business clients like you, I will pay you $300 per client successful business referred to me.

Tell your friends, family and colleagues all about how good we are.

Let me know if they want to meet our professional and business-supporting methods.

Thank you.

We do not advertise but rely solely on our referrals from satisfied clients.

Conditions are:

Offer effective from 1 June 2024,

Referrals must be Business clients requiring monthly or quarterly regular work;

Incentives will be utilized to reduce your account with us or if nothing is owed you receive a payment.

The amount will include GST if you are registered, so $330.

You must provide a tax invoice if GST is registered.

The reward is paid upon payment of the new client’s first invoice

Who to refer

Any business unhappy with the accounting solution, service and fees of
your current tax agent or bookkeeper

Anybody new to business or thinking of starting a business

Any individual or couple tax return including rental property owners, first-time tax lodgers, someone who says they are paying too much tax, complex advice.

Is someone who needs to lodge overdue BAS or Tax returns with the ATO fast?

An owner or family wanting better value on self managed super fund or anyone thinking about one

Any other referrals welcome

How to refer

Invite them to our website so they can see more about us and our great reviews at

Create cues – do you know a good accountant? Who is your tax agent? Any whinge about accountants or fees; if people want or need money now – ask if they have done their taxes yet, hey your accountant can get you money fast on your tax refund.

Say this….“I will get a great accountant Romeo to book you in, their fees are very reasonable and he helps you with more than your tax return.”

Send their details – I will call them within a day and thank you, I promise.

Collect your commission

Business ones are paid to you when they commence working with us and upon payment of their first invoice from your referrals.

Individual ones claim at your next tax return, just remind us or provide their names.

Thank you –

I always love to refer to my clients.

See us if we can refer to you.