Taxes With Jones | Referral Rewards Program
Taxes With Jones Referral Rewards

Instead of paying advertisers, we’d rather pay you!

Instead of paying advertisers, we’d rather pay you. When you refer a client to Taxes With Jones and they complete a qualifying service, you earn points worth $1 each.

See reward levels
1 point = $1 value
Cash-first rewards
500-point milestone item
Tax client
75 points per referral
Business tax
150 points per referral
Bookkeeping
200 points per referral
Milestone item
500 points unlock gift
Reward schedule

A simple structure that makes every referral easy to understand.

A qualified referral means one referring person is tied to one new client record, and rewards are issued after the referred client completes a paid service. If that client purchases multiple services, only the highest qualifying reward tier is paid. Points never expire, and rewards may change without prior notice.

Individual Tax Client Referral

For an individual tax client who completes a paid tax service through a direct referral.

75 points
Cash value $75 cash
Great for Individual tax returns

Business Tax Client

For a business tax client who engages Taxes With Jones for business filing or related tax support and completes the paid service.

150 points
Cash value $150 cash
Great for Higher-value business work

Bookkeeping Client

For a new bookkeeping client that signs up for ongoing monthly or recurring service and the initial service is completed.

200 points
Cash value $200 cash
Great for Recurring monthly clients

Special Company Item

Once a client reaches 500 total points, they unlock a special company merchandise item in addition to their cash rewards.

500 points
Milestone Unlock gift item
Purpose Stretch incentive

How it works

A qualified referral is credited to only one person per new client. Once that referred client completes a paid service, the reward is earned. If multiple services are selected, only the single highest-tier reward applies for that referred client.

1

Share the referral

Clients send a warm introduction, referral form, or direct contact to your team.

2

We confirm the referral qualifies

The referral is counted once the referred person or business completes their first paid service under the applicable category.

3

Points are awarded

Points are added to the referrer’s balance as dollar value, with a special company item unlocked once someone reaches 500 points.

Qualified referrals are limited to one referring person per new client, points never expire, and if a referred client buys multiple services only the highest qualifying reward tier will be issued. Rewards may change without prior notice, and final eligibility, payout timing, and reward delivery should be confirmed before launch.