It's easy: have them mention your name when they reach out, or just let me know yourself — before or after. Once they become a paying client, you get $50, cash or credit toward your own invoice, your choice. No forms to fill out in advance, no fine print to trip over.
A thank-you for current and former clients who send someone our way — refer as many people as you want, get paid for every one that becomes a client.
If you've ever been a paying Clear Street Tax client, you're in. Refer anyone — friends, family, coworkers, your old landlord — however many people you want.
Paid once per person you refer. No cap on how many. You choose cash (check or electronic payment) or a $50 credit toward your own next invoice.
You don't need to register anything in advance. Just get the word out, and let me know who to credit — anytime.
When they fill out the Get Started form, there's a "Were you referred by someone?" field — that's it, that's the whole referral. Or just tell me yourself, whenever's easy.
Once their invoice is paid in full, the referral is confirmed — no separate approval process.
Submit the quick form below whenever's convenient — before they sign up, after, whatever's easiest. I'll match it up and get you paid.
Send this anytime — before they've reached out, right after, or weeks later once you remember. If they've already mentioned your name to me, this just confirms it.
Open to current and former Clear Street Tax clients only — not the general public. Every client whose engagement letter includes a referral sees it stated plainly: "You were referred to Clear Street Tax by [Name]. A referral fee was paid for this referral, as disclosed under Circular 230."