2023 Referral Fee Program Details

SouthJersey.CPA division credits $100 for each new client referral.

Taxproblems.CPA division credits $400 for each new client referral or $100 for a single consultation engagement.

The referral fee is earned and payable immediately after the referred client enters a client agreement and the new client makes a first payment.

You must notify us in advance of the new client engagement and first payment to be eligible for the credit. If you prefer to not receive the payment, you may alternately designate a charity to receive the payment. Under current law, you may not designate another person or entity to receive the payment.

Only one referral fee is paid for each new client.

In accordance with professional regulations, we must notify the new client that a referral fee is being paid.

The referral fee may be used to reduce accounting fees or may be paid in cash via an electronic payment system of your choice.