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REFERRAL PROGRAM

We appreciate your business and would like to reward you for your loyalty and continued support.

Instead of investing heavily in radio, TV and print advertising, we prefer rewarding our customers when they send their family and friends to see us. That’s why we’ve created a referral program that pays you cash when people you refer use our services.

Please fill out the form below to join our referral program.

Receive up to $50 for every new client you send to our office.

- You don’t have to be a current Invitax client to refer new clients.

- There is no limit to the number of clients you can refer.

Refer 10 new clients: 10 x $50 = $500

Refer 50 new clients: 50 x $50 = $2,500

Refer 100 new clients: 100 x $50 = $5,000

Refer 500 new clients: 100 x $50 = $25,000

Dealing with taxes may not be pleasant, but when you join our referral program it certainly is rewarding!

Please read our Terms and Conditions.

PROGRAM RULES AND INFORMATION

Before you start referring new clients to us, we would like you to know a few things first. Please read the following:

PROCESS: After you press the submit button, wait up to 24 hours for us to create a Referrer Identification Number (RID#) in our system. As soon as we create your Referrer ID, we will email you a referrer card for you to print and hand them out to your friends and family members. If you cannot print them out, call our office and let us know. We will print out a few for you at no cost. This will help us track your referrals, make it easier for clients to say who referred them (in case they do not know your full name), and it will help you make more cash.

REFERRALS: Let your referrals know that they must present the card or tell us your full name the day they come in to do their taxes and BEFORE the service is done. If your referral comes in and does not mention you or brings the card, we will not credit your account. We also cannot credit your account if the client mentions you or gives us the card AFTER the service is done, as we cannot apply the Referrer ID into the system later. We will not credit your account if a referee does not pay their fees.

REFERRER ID CARDS: Your Referrer ID card is valid only for income tax services. It does not apply to any other service.

PAYMENTS: Once the tax season ends, we will start calling referrers for them to pick up their checks. We do not mail checks. If you know you referred new clients and you do not receive a call from us by June 1st, please pass by our office or call. By law, if we paid you $600 or more during the year for referrals, we will need to give you a 1099-MISC form. Please expect to receive this form by mail. We usually send them out by early December.

YEARLY SWEEPSTAKE: You must be 18+ to participate. If you refer more than 10 new clients in the same year, you and the new referrals will receive a chance to win a $1,000 sweepstake prize. Sweepstake begins February 1st and ends May 1st. The winner will be announced on our website May 15th. We can only give the check to the winner, he or she must come to our office in person. Sorry, no other person is allowed to pick up the check for the winner.

These rules are subject to change at any time. If you have any questions, suggestions or comments, please contact us.

 

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We Service: Guymon, OK Hooker, OK  |  Optima, OK  |  Goodwell, OK Hugoton, KS  |  Texhoma, OK  |  Hough, OK  |  Tyrone, OK Liberal, KS  |  Perryton, TX  |  & other areas.

* Invitax offers free tax help to people who generally make $10,000 or less, persons with disabilities and limited English speaking taxpayers who need assistance in preparing their own tax returns. We provide free basic income tax return preparation with electronic filing to qualified individuals only. Tax returns with dependents or schedule forms do not apply. To see if you qualify, contact us.