We don't pay for referrals. We honor them.
If our work has earned the right to be recommended, we're grateful. Here's the simplest way to send a friend our way — and how we say thank you when they engage.
Send a friend → Tax Strategy DiscoveryNo cash, no kickbacks, no stacking math. Just gratitude — and a small recognition for the clients who consistently send thoughtful introductions.
Three steps. No transaction.
Designed to be honest with both the person making the introduction and the person receiving it.
You make the introduction
Mention TaxOwl Advisors to a friend, family member, or colleague who has a complex return — equity comp, multi-state, K-1, S-corp, freelance, you name it. There's a short copy-paste template below if it helps.
They book a Tax Strategy Discovery
A free 15-minute call at /book-consult/. They get a fixed quote in writing if it's a fit; we tell them honestly if it isn't. No sales pressure, no quote-shopping bait.
We say thank you properly
When they engage, we send you a hand-written note so you know it happened. If you've sent us two or more referrals in a 12-month period, we follow with a complimentary mid-year tax planning consultation — premium work in lieu of premium cash.
A template you can use.
Adjust to your voice. Or write your own — the point is that the introduction comes from you.
Hey [name] — saw your message about the [RSU vest / multi-state move / new business / K-1 mess]. The team that handles my taxes is TaxOwl Advisors. They quote flat upfront and actually know what they're doing on the complicated returns. Worth a 15-min Tax Strategy Discovery at taxowladvisors.com/book-consult — no obligation. Tell them I sent you so we can thank you properly.
Recognition, not transaction.
Service-for-service, not cash-for-leads. Premium work in lieu of premium cash.
- One successful referral — a hand-written thank-you note, so you know we noticed.
- Two successful referrals in 12 months — complimentary 60-min mid-year tax planning consultation (normally $250). Booked at your convenience between May and October.
- Three or more — we'll come up with something thoughtful. (We mean that.)
- Prefer charity? Tell us. We'll donate $250 to a charity of your choice in your name when you hit the two-referral threshold, instead of the planning consultation.
Recognition isn't a discount on your own return, not transferable, not stackable with other promotions, and not exchangeable for cash. A "successful referral" = the referred party signs an engagement letter and pays their first invoice with TaxOwl Advisors.
Why no cash?
Why don't you pay $75 for referrals like other firms?
Two reasons. First: our work either earned the introduction or it didn't — paying for it doesn't change that, and paying for referrals that would have happened anyway is just margin leak. Second: IRS Circular 230 §10.27 restricts contingent fees for tax services, and most premium tax firms specifically avoid referral kickbacks for the optics + regulatory caution. Recognition through a planning consultation is service-for-service, not cash-for-leads — cleaner on both counts.
What about professional referrals — financial advisors, attorneys, CPAs?
Same answer. We don't accept referral fees from any source, and we don't offer them to professional referrers. We'll happily coordinate with your existing advisor team on a tax return — that's a relationship of mutual trust, not a transaction.
What if my friend isn't a fit for TaxOwl Advisors?
Please send them anyway. If they need international/expat work, audit defense, court representation, or anything else outside what we cover (see /pricing/), we'll refer them to someone better suited rather than try to take work we shouldn't. No recognition triggers in that case — but we appreciate the introduction either way, and we'll tell them so directly.
How does my friend mention my name?
Easiest: when they book the Tax Strategy Discovery at /book-consult/, there's a notes field. They can drop your name there. Or you can flag the referral in advance by emailing hello@taxowl.co with their name + a sentence about the situation so we connect the dots when the call comes in.
What if I made referrals under the previous $75 program?
Any referral credit accrued or promised before June 7, 2026 will be honored at the previous terms through your TS 2026 engagement. From this point forward, the program structure is gratitude + recognition — no cash credit. Active credits roll naturally; new referrals follow the new framing. Email hello@taxowl.co with questions about your specific balance.
Know someone whose return needs a specialist?
Send them to a Tax Strategy Discovery — 15 minutes, no obligation, no quote pressure. Just an honest read on whether we're the right fit.
Book a Tax Strategy Discovery →