Referrals

Print this page and submit it to:

STEVE CLOTT, CPA EA CFP®
2
024 DARBY ROAD, HAVERTOWN, PA 19083
P
hone: 610-446-0440 • Fax: 610-446-0441

Or, e-mail the same information to:
Steve@SteveClott.com

Tell your family and friends about us and we will reduce your next tax preparation fee by $25 as a sign of our appreciation, if they get their taxes done by us. The person you refer will also receive a $25 reduction in their tax preparation fees.

You can refer as many people as you like.

To get your $25 fee reduction, pass this page to your family and friends, for them to bring to us, when they have their taxes done.

  1. We will reduce the next tax preparation fee we charge you, by $25 for each person you refer to us, who gets their tax return prepared and filed by us.
  2. We will also discount the tax preparation fees of the person you refer by $25 from our standard rates.
  3. Your $25 fee reduction will be available as soon as the person you referred has paid their tax preparation fees to us.
  4. There is no limit to how many referrals you can make. In the event that you have more fee reductions than your next tax preparation fee, the excess fee reductions will be used against subsequent tax preparation fees we charge you.
  5. We will give one $25 referral for each federal tax return you refer.

 

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I was referred by:

_________________________________

_________________________________       ____________________
(Your name)                                                 (Date)

I referred:

_________________________________

_________________________________       ____________________
(Your name)                                                 (Date)

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