1. Promotion period.

• Returning Clients: The Tax Year 2025 Sale runs from November 20, 2025 through January 25, 2026, inclusive.
• New and Old Returning Clients: The Tax Year 2025 Sale runs from November 20, 2025 through April 10, 2026, inclusive.

2. Eligibility.

The promotion is available to clients who retain our tax preparation services for Tax Year 2025 during the promotion period and who prepay in full at the time of engagement.

3. Prepayment requirement.

Full prepayment is required to receive the promotional discount. No discount will be applied unless payment is received in full before or at the time of engagement during the promotion period.

4. Available discounts and timing.

• November 20–30, 2025: 20% discount.
• December 1–31, 2025: 15% discount.
• January 1–25, 2026: 10% discount.

5. Discount qualification and calculation.

• Each client may receive only one promotional discount. Discounts are applied once per client based on the amount charged to the client for Tax Year 2024 tax preparation services (the “Reference Amount”).
• The discount amount equals the applicable discount percentage multiplied by the Reference Amount and will be applied to the prepayment for Tax Year 2025 services.
• Example: A client charged $500 for Tax Year 2024 and who prepays during December 2025 would receive a discount of $75.
• If Tax Year 2025 return amount due is higher than Reference Amount due to differing or increased filing requirements, client will be liable for the difference. Discount does not apply to any additional charges or fees due.

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.
• The referral bonus has not cap per referrer.
• Terms subject to change; any changes will not apply retroactively to already qualified referrals.

1. Promotion period.

• Personal Filing Clients: Sale runs from December 23, 2025 through December 28, 2025, inclusive.
• Business Clients: Sale runs from December 23, 2025 through December 28, 2025, inclusive.

2. Eligibility.

The promotion is available to clients who retain our tax preparation services for Tax Year 2025 during the promotion period and who prepay in full at the time of engagement.

3. Prepayment requirement.

Full prepayment is required to receive the promotional discount. No discount will be applied unless payment is received in full before or at the time of engagement during the promotion period.

4. Available discounts and timing.

• Personal Filing Clients: 20% discount.
• Business Clients: 15% discount.

5. Discount qualification and calculation.

• Each client may receive only one promotional discount. Discounts are applied once per client based on the amount charged to the client for Tax Year 2024 tax preparation services (the “Reference Amount”).
• The discount amount equals the applicable discount percentage multiplied by the Reference Amount and will be applied to the prepayment for Tax Year 2025 services.
• Example: An individual client charged $500 for Tax Year 2024 and who prepays during the Christmas promotional period would receive a discount of $100.
• If Tax Year 2025 return amount due is higher than Reference Amount due to differing or increased filing requirements, client will be liable for the difference. Discount does not apply to any additional charges or fees due.