Here is how it works!

Encourage your friends and family to have their taxes filed with us.

Register your referral with Pete or Stacey.

For each referral, you earn one chance to win this tablet.

A referral will count under the following conditions:
The referred client’s tax return is filed and accepted by April 18th.
The referral comes after January 1, 2017.
Referrals that come in after April 18th will be counted towards next year’s contest.

One winner will be selected after April 18th and will be featured on our website – the more referrals you send us, the greater your chance of winning the tablet!


Congratulations to Helen Curtin – our 2018 referral contest winner! Helen is a Financial Advisor with Edward Jones, in Brookfield. Thank you for the referrals and enjoy your new FitBit Ionic!


Congratulations to Karen Nell – our 2017 referral contest winner! Karen is a Physical Therapist residing in the New Fairfield area. Thank you for the referral and have fun with your new iPad Pro!


Congratulations to Carlos and Maria Kowarick – our 2016 referral incentive contest winners! Thank you, and enjoy your beautiful LG 55″ Flat Screen TV!