Client Referral Program
Get $40 Cash for Every Client You Refer to Interval Books.
Refer a friend, family member, or colleague who needs their tax return filed, and we will reward you with a $40 Cash Bonus.
How It Works
Our program is designed to be simple and rewarding. We handle the expert tax preparation, you just share your experience with our firm.
1. Share Our Name
Tell any individual who needs their annual tax return prepared about our service. This includes employees with W-2 income and self-employed individuals with 1099 income.
2. They Mention You
The new client must provide your full name as the referral source when they schedule their appointment or sign their initial Engagement Letter.
3. We Pay You
Once your referred client has successfully filed their return and their service fee has been paid, we will send you your $40 Cash Bonus immediately.
​
Note on Fee Payment (Including Pay-by-Refund)
Your $40 cash bonus becomes eligible for payout immediately after the new client's service fee is successfully processed through our system. This includes payments made upfront, or payments processed through a Pay-by-Refund option.
Payout and Compliance Details
​
Payout Method
Cash bonuses are distributed via Check or Zelle based on your confirmed preference. Our team will contact you directly to confirm your preferred payout method and contact details (mailing address for checks or mobile number for Zelle) to ensure a secure transaction.
How We Contact You
When a referral is successful, our team will use the most current phone number or email address we have on file for you in our system. It is important that you notify us if your contact information changes.
Tax Compliance
In compliance with IRS regulations, rewards totaling $600 or more paid out to an individual within a single calendar year are considered miscellaneous income and will require Interval Books to issue a Form 1099-MISC for tax reporting purposes.
Ready to Refer?
You can start referring immediately! Just remind your contact to mention your name when they book online.
Interval Books Pricing and Booking Link:​
​
Interval Books Contact Info: