1. Promotion period.

This limited-time offer is valid from November 20, 2025 through April 10, 2026, inclusive.

2. Eligibility.

This promotion is available only to returning clients, defined as clients who previously retained our services but did not return during Tax Year 2024, and who retain our tax preparation services for Tax Year 2025 during the promotion period.

3. Discount amount.

Eligible returning clients will receive a 20% discount.

4. Discount calculation.

The 20% discount applies to this year’s prices for Tax Year 2025 services.
The discount applies only to the fees charged for Tax Year 2025 tax preparation services and does not apply to additional charges, add-on services, prior balances, penalties, interest, third-party fees, or other amounts due.

5. No prepayment required.

Prepayment is not required to qualify for this promotion.

6. Limitations.

Each eligible client may receive only one promotional discount.
This offer applies only to qualifying Tax Year 2025 services retained during the promotion period.
This promotion may not be combined with any other discount, promotion, or special pricing unless expressly authorized by us in writing.

7. Other terms.

We reserve the right to verify eligibility for this promotion.
If a client does not meet the definition of a returning client, the discount may be denied or removed.
Terms are subject to change; however, changes will not apply retroactively to engagements that already qualified during the promotion period.

1. Offer.

Receive a $25 referral bonus for each new paying client you refer to our tax preparation services.

2. Eligibility.

• The referrer must be an existing client or prospective client.
• The referred person must be a new client to our firm and must complete and pay for tax preparation services.

3. Joint filers.

Joint filing clients count as a single individual client for referral bonus purposes.

4. Payment.

• Referral bonuses are paid after the referred client’s payment for services has been received in full.
• Bonuses are issued as a check, gift card or account credit at our discretion.

5. Limitations.

• Offer cannot be combined with other referral promotions unless expressly authorized in writing.
• Referrals must be properly documented (referral name and contact) at time of engagement to qualify.

6. Offer period.

This referral bonus offer is valid through April 10, 2026. Referrals must result in paid services on or before that date.

7. Other terms.

• We reserve the right to verify eligibility and to refuse payment for fraudulent or ineligible referrals.
• There is no cap on referral bonuses per referrer.
• Terms subject to change; any changes will not apply retroactively to already qualified referrals.

1. Offer.

Eligible participants may receive entries into a giveaway for a $100 gift card.
Participants will receive:

• One (1) giveaway entry for each qualified referral, and

• One (1) additional giveaway entry for submitting a new Google review at: https://g.page/r/CaIXXhAbs8Z5EAE/review

2. Eligibility.

The participant must be an existing client or prospective client.
To receive a referral-based entry, the referred person must be a new client to our firm and must complete and pay for tax preparation services.
To receive the Google review entry, the participant must submit a new review during the applicable offer period.

3. Referrals.

Each qualified referral earns one (1) giveaway entry.
Referral terms otherwise continue to apply for determining whether a referral qualifies.
Referrals must be properly documented (referral name and contact) at time of engagement to qualify.

4. Google Review Entry.

Participants may receive one (1) additional giveaway entry for submitting a new Google review at https://g.page/r/CaIXXhAbs8Z5EAE/review.
Limit one (1) review entry per participant.
Google reviews must be submitted on or before April 30, 2026 to qualify.
Reviews must be submitted by the participant personally and must remain publicly posted through the drawing date to qualify.

5. Joint Filers.

Joint filing clients count as a single individual client for referral entry purposes.
Only one review entry is permitted per participant, regardless of filing status.

6. Prize and Drawing.

One winner will be selected in a random drawing to receive a $100 gift card.
The drawing will take place on May 1, 2026.
The gift card will be provided to the winner on or before May 31, 2026.

7. Limitations.

Referral entries require a qualified referral as stated above.
Entries are nontransferable and have no cash value.
Offer cannot be combined with other giveaway promotions unless expressly authorized in writing.

8. Offer Period.

This giveaway offer is valid through April 10, 2026 for qualified referral entries.
Eligible Google review entries may be submitted through April 30, 2026.

9. Other Terms.

We reserve the right to verify eligibility and to disqualify fraudulent, duplicate, abusive, or ineligible entries.
The number of referral entries is unlimited, but only one (1) Google review entry is allowed per participant.
Odds of winning depend on the total number of eligible entries received.
Terms subject to change; any changes will not apply retroactively to already qualified entries.