Wasserman Accounting Referral Program

For New Clients

What is a referral and what is its function?

New clients enter a referral code at checkout to receive a discount on Wasserman Accounting services. The distinct referral texts also reveal which current client recommended us to you.

How much can you save?

A referral code application grants an immediate price reduction in accordance with the tiers below:

• $15 off for engagements valued from $180 — $299.99.
• $30 off for engagements valued from $300 — $499.99.
• $40 off for engagements valued from $500 — $694.99.
• $50 off for any service costing $695 or higher.

The offer is active for 6 months upon the service purchase. Also, we limit the new accounts accepted annually in order to establish the same output standards. Consequently, the deal works only until we touch that capacity limit.

For Existing Clients

Why should you pass the Referral Code to others?

Your referral code gives colleagues, relatives, and friends a discount on their service. When they apply the code to their bill, you get paid too. This reward is issued as a refund back to the card & bank account you used last in parallel to the tiers presented above.

I misplaced my code. How do I recover it?

If you think a code belongs to you but you cannot find it — send a note to george@wasserman-cpa.net. Please indicate the email you paid with and the approximate date of the transaction. We will help you hunt for it.

This referral program is custom-built for NJ and US scope

Wasserman Accounting specializes in helping New Jersey residents as well as taxpayers across the country — who require a single, concrete point of contact for their federal-level & state filings. We recognize that the referrals work best for people with "moving parts" in their taxes — who prefer everything managed in one system as exemplified below.

• Commuters — NJ residents generating wage income in New York / Pennsylvania
• Movers — relocating people to or from New Jersey who necessitate a proper "first-year" / "final-year" return
• Remote Workers — employees with multi-state withholding / multiple W-2s
• Business Owners — NJ entrepreneurs who would like to establish coordination in personal & business filings as well as estimated payments
• Families — looking for a single team to manage annual returns that can also answer questions year-round

Referral sharing

Our team accepts privacy as the top priority. It should be acknowledged that our clients do not need to swap tax documentation to refer someone — the referral text itself is all that is needed at checkout. From that point, Wasserman Accounting works with the new client directly.

Code entry

Simply enter the referral code at checkout before paying. If you've already finished the purchase but forgot the code, please email george@wasserman-cpa.net with the billing email information alongside the approximate purchase date. We will check our records & program limits to continue promptly.

Reward timing for existing clients

We send these rewards as a refund to the most recent payment method. As banks & credit card issuers have distinct processing speeds, the exact arrival date varies in accordance with their time limits.

What to expect upon engaging us

Once you've leveraged the referral code, expect a "next actions" email in the inbox. You then upload your documents to our secure portal so we can begin the review. Wasserman Accounting presents guidance through necessary signatures / authorizations. The exact, solid timeline for the review & e-filing processes is addressed — as soon as we have every necessary detail.

Program benefits

The referral program helps new clients save money and makes it easier for existing clients to recommend our services to people they trust. Distribute the referral code to your circle in order for them to save money & you to get a refund.

If you have questions, drop us a line below or write to george@wasserman-cpa.net.