$75 each. The only one that stacks.
Refer someone who becomes an engaged TaxOwl Advisors client. You both get $75 toward your next return. Unlike every other discount, this one combines with what you already qualify for.
Send a friend → Get a quoteNo referral cap. No expiration. Both credits apply to your next invoice.
Three steps. Both parties win.
The whole thing is designed to be friction-free for the person sending the referral and the person receiving it.
You tell a friend
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.
They engage
They get a fixed quote at /get-a-quote/ and mention your name. Once they sign an engagement letter and pay their first invoice, the credit triggers automatically.
Both get $75
$75 credit applied to your next return invoice. $75 credit applied to theirs. No expiration on the credit, no cap on referrals — refer five people, earn $375.
The only program that combines with the rest.
Most of our discount programs (Welcome Session, Early-Engagement, Multi-Year Loyalty, Active Military) don't stack — you get the largest single one, not the sum. The Referral Credit is different. Stack it on top of any other discount you already qualify for, every year.
Worked examples
A few realistic scenarios so the math is concrete.
| Scenario | Effective discount on next return |
|---|---|
| Multi-Year Loyalty client refers one friend | 10% + $75 |
| Active Military client refers two friends | 10% + $150 |
| Early-Engagement client (Feb-15 organizer) refers one friend | 10% + $75 |
| Returning client (no other discount) refers one friend | $75 |
| New client uses Welcome Session + refers a friend immediately | Free planning session ($250 value) + $75 next year |
Eligibility & the fair-play rules.
Designed to be honest enough that the rules don't surprise anyone.
- Open to all current TaxOwl Advisors clients. "Current" = engagement letter signed and at least one invoice paid.
- The referred party must be a NEW client — not a former client returning after a gap.
- The referred party must mention your name (full name + email best) when getting a quote, OR you can email hello@taxowl.co in advance to flag them.
- Credit applies to the NEXT return invoice for both parties — not refunded as cash and not transferable.
- No cap on referrals per person. Each successful referral = another $75 stacked.
- Referrer's $75 doesn't trigger until referee pays their first invoice. (Both wait until they're really engaged.)
- Credits don't expire as long as you remain a TaxOwl Advisors client.
- We reserve the right to decline referrals for prospects outside our scope (international/expat, audit defense, IRS court representation) — see /pricing/ for what we do and don't do.
Common questions
What counts as an "engaged" referral?
The referred party signs an engagement letter and pays their first invoice. Once both happen, the $75 credit posts to your next-return invoice automatically (and to theirs).
How does my friend mention my name?
Easiest: when filling out /get-a-quote/, there's a "Notes" field — they can drop your name and email there. Even easier: you can flag the referral in advance by emailing hello@taxowl.co with their name + email so we connect the dots when the quote comes in.
Is there a cap on how many people I can refer?
No cap. Refer one, earn $75. Refer five, earn $375. Refer ten, earn $750. Each credit stacks on top of any other discount you qualify for.
What if my friend isn't a fit for TaxOwl Advisors?
We try to be honest about scope. If your friend has needs we don't cover (international/expat, audit defense, court representation), we'll refer them out to someone better suited rather than try to take the work. No credit triggers in that case, but we appreciate the introduction either way.
Can the credit be paid out as cash?
No — the credit is applied directly to your next return invoice. It can't be refunded as cash, transferred to another client, or applied retroactively to past invoices.
Does the program ever expire?
The program itself runs indefinitely. Individual credits you've earned don't expire as long as you remain an engaged TaxOwl Advisors client.
Know someone whose return has outgrown DIY?
Send them to our quote page and we'll take it from there. Both of you get $75 once they engage.
Get a quote →