Referral Program
The best compliment we can receive from our clients are referrals, and because we value each of you we don't just say thank you.
Get $50, Give $50 Off for referring your friends & family
Here's how it works...
Refer a friend or family member
Do you know someone who could use our help?
Send them our way and make sure they mention your name and add you to their Tax Questionnaire.
You get $50 & they get $50 Off
You will get $50 for each NEW* client who completes and files a tax return with us.
Your friend or family member will get $50 off their tax preparation fees when they include your name in the Referral space of the Tax Questionnaire.
Repeat! There's no limit!
There's currently unlimited earning potential.
See FAQs below for more information.
Referral Program FAQs
Q: Who qualifies as a New* client?
A: A New* client is someone who has not been a client of Lux Financial LLC within the last three filing years.
They must complete and file a tax return or amended return with us.
They must pay for our tax preparation services in full.
Q: How will I get paid?
A: You will get paid when our tax preparation fees are paid in full.
If they pay upfront, we will contact you to pay you your referral fee the same day.
If they choose to pay their tax preparation fees from their tax refund, you will get paid when their tax return is funded and the bank deposits our preparation fees in full into our account.
Q: How does my friend or family member get $50 off their tax preparation fees?
A: They need to fill in your name in the Referral space on their Tax Questionnaire. We'll make sure to discount their tax preparation fees by $50.
Q: How many people can I refer?
A: As many friends and family members you think would benefit from our services. There's currently unlimited earning potential as long as each person you refer meets all of the requirements listed.
Have any other questions? Feel free to Contact Us.