Referral Program

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Earn Rewards with the Optimum Tax Pro Referral Program

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

How It Works

Step 1

Sign Up

Join the program by filling out the referral sign-up form below.

Step 2

Share Your Referral Code

Once you’re signed up, you’ll receive a unique referral code. Share this code with your friends, family, and colleagues.

Step 3

Earn Rewards

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

Referral Rewards You’ll Love

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 

Reward Structure

Seasonal Bonuses

During certain times of the year, like tax season, we may offer special bonuses or increased referral rewards! Stay tuned for more details.

Referral Program FAQs

How do I get my unique referral code?

Once you sign up, you’ll receive a unique referral code via email.

When will I receive my rewards?

Rewards are issued at the end of each month, once your referrals are confirmed as clients.

Can I refer clients outside of the U.S.?

Currently, our services are available to U.S. taxpayers, so only referrals for U.S.-based clients are eligible.

What if my referral has questions?

Encourage them to request a free consultation and mention your referral code. Our team will be happy to help!

Start Referring and
Earning Today