Win a trip

Win your dream bucket list trip

Refer & Win Your Dream Trip

Know a business owner who could benefit from saving big on taxes? Send them our way!

You’ll help them keep more of their hard-earned money, and you could win the trip of a lifetime.

Refer a business owner – Every time a business you refer signs up for our services, you earn one entry into our prize draw.
Rack up entries – Every signed-up referral counts as another entry. This is not limit!
Win big – At the end of the contest period (1 calendar year), the top referrer will enjoy an all-expenses-paid trip to the destination of your choice.

It’s that simple: help friends lower their taxes, and you could be packing your bags for the trip of a lifetime — on us.

Who can I refer?

Any business owner who could benefit from tax savings. They must be a new client to our firm.

How do I submit a referral?

Simply provide their name and contact information through our referral form, or have them mention your name when they book their Free Tax Assessment.

How do I earn entries?

You get one entry for each new client who signs up for our services.

Is there a limit to how many people I can refer?

No limit! The more you refer, the better your chances of winning.

How is the winner chosen?

At the end of the contest, the person with the most signed-up referrals wins the trip.

What does “all-expenses-paid” include?

We’ll cover flights, accommodations for you — all you have to do is pack.