Refer & Earn

Earn rewards by referring clients to Perfecto Taxes

Anyone can refer — friends, family, coworkers, realtors, insurance agents, and gig-worker communities. Sign up as a partner, send people our way, and earn a reward when your referred client completes and pays for their return.

Who can refer

It's open to everyone

If you know people who could use good tax help, you can refer them.

  • Friends & family
  • Coworkers
  • Realtors
  • Insurance agents
  • Gig-worker communities
  • Your clients & customers

Reward amount and terms provided when you sign up.

Rewards are paid after the referred client's return is completed and paid. Terms apply.

How it works

Three simple steps

1 · Sign up as a partner

Fill out the partner signup form below. We'll confirm your spot in the program.

2 · Refer clients

Send people your way — or use the ‘Refer a client now’ form to introduce them directly.

3 · Earn a reward

Earn a reward when your referred client completes and pays for their return.

Get started

Join or refer in minutes

Sign up as a partner, or refer a client right now. Both are quick.

Become a Referral Partner

Join the program in a minute.

Refer a Client Now

Introduce someone who needs tax help.

Your details (referrer)

Your referral's details

FAQ

Referral program questions

Have other questions? Call us at 656-220-9545 or email info@perfectotaxes.com.