Share the benefits of professional tax and financial services with friends, family, and colleagues—and get rewarded for each referral
At Optimum Tax Pro, we believe in rewarding those who help spread the word about our expert tax and financial services. With our Referral Program, you can earn rewards by simply referring new clients to us. It’s easy, rewarding, and a great way to share the benefits of top-notch tax solutions with those who need them most
Join the program by filling out the referral sign-up form below.
Once you’re signed up, you’ll receive a unique referral code. Share this code with your friends, family, and colleagues.
For every person who becomes an Optimum Tax Pro client using your referral code, you’ll earn rewards. The more referrals, the more you earn
Our referral program offers great rewards that make it worthwhile for you to spread the word. Here’s what you can expect to earn for each successful referral
During certain times of the year, like tax season, we may offer special bonuses or increased referral rewards! Stay tuned for more details.
Once you sign up, you’ll receive a unique referral code via email.
Rewards are issued at the end of each month, once your referrals are confirmed as clients.
Currently, our services are available to U.S. taxpayers, so only referrals for U.S.-based clients are eligible.
Encourage them to request a free consultation and mention your referral code. Our team will be happy to help!