Referral Program
Questions regarding the referral system at Alexander Accountants — meet our CPAs and Enrolled Agents.
Guidance for New Arrivals
What is this code and its function?
Clients type this unique series of characters into the referral box when paying in order to secure a lower price on services from Alexander Accountants, CPAs. We prepare returns using ProConnect and other professional tools. This action of yours also identifies the current client who recommended us to you.
How much money do you save?
Once you apply the referral during the transaction, our system removes a distinct amount from the final bill. The savings match the total cost of the engagement as outlined below:
- $15taken off for invoices ranging from $180 — $299.99
- $30taken off for invoices ranging from $300 — $499.99
- $40taken off for invoices ranging from $500 — $694.99
- $50taken off for any invoice of $695 or higher
This price cut is valid only for 6 months following your service purchase. We also restrict how many new clients we take on an annual basis in order to maintain our strict service quality standards. Accordingly, the referral opportunity expires once we hit that specific volume cap.
Guidance for Current Partners
Why share your specific referral?
This referral text functions as a discount voucher for your peers and relatives or neighbors. Once they apply the code to their invoice, as our current client, you earn a return payment too. Our team issues the relevant amount back to the card / bank account from the most recent purchase, in line with the tiers shown previously.
I hired you previously but lack a code.
We emailed these distinct referrals to clients who engaged us starting July 1, 2023 — assuming the billing email matched their contact file. If yours failed to arrive, just tell us. We will resolve the issue for you.
I misplaced the referral text. How do I get it back?
If you believe a code belongs to you but cannot locate it, simply inform us. Please indicate the email address you paid with and the approximate date of the transaction. We will look through our records to find your referral code.
Program Summary
The Alexander Accountants, CPAs referral setup lowers the service costs and connects our firm with quality taxpayers like you. Share the referral code so your circle pays less and you receive a refund.
Questions?
Send a note below or email info@dbalexander.com
Send Us a Message
If you have questions or would like to schedule an appointment, fill out the form below.
Thank you for reaching out to us. We will get in touch with you soon!
Ready to get started? We're here to help with tax preparation, planning, and advisory.
Contact Us