Reward Program

Tax Preparation Rewards Program

How would you like to have us prepare your Tax Return for FREE this year?

Exciting New Rewards Program can save you money!

Here at Strategic Tax Management, the greatest compliment we can receive is when you refer your friends, relatives and co-workers to our firm. So how much do we appreciate your business? Enough to pay you for every new tax return referral! That’s right. We’ve developed a reward program that can actually result in you getting your tax return prepared this year – for FREE.

Here’s how it works: For each person you refer to us this year, Strategic Tax Management will give a $20 discount off your tax preparation fees. So, if you refer 5 friends – that’s 100% off your return!

What’s that? You say you have more than 5 friends who are sick and tired of staying up all night on April 14th trying to do their own returns? No problem. Refer more than five, and we’ll pay you $20 for each that uses our service.

When you refer five friends we will prepare your tax return free. Whether it is for the current year or next year we will prepare your return for free for referring four paying customer to Strategic Tax Management.

This is a great way to always get your tax returns prepared each year at no cost to you. And remember each person you refer will also receive a new client discount.

As a regular client, you already know the advantages of using us to do your returns. But just in case you’re asked, here are the…

Top 12 Reasons for Choosing Strategic Tax Management

  • Free Electronic Filing (with paid tax preparation)
  • Convenient Online Tax organizers that can be emailed to us
  • NO WAIT, DROP-OFF Service at two locations
  • Rest assured you’ll receive the BIGGEST & FASTEST refunds allowed by IRS
  • “Free Money” referral program
  • TAX PROBLEMS SOLVED (any year, any return)
  • NO appointment necessary
  • Tax planning and advice throughout the year
  • No more having to stay up all night and worrying that you did your return correctly
  • No more doubt that you didn’t pay more than you had to


Income Tax Reward Program Details

  • You do not need to be a current client of Strategic Tax Management to receive new referral discount.
  • If you are a client you must be in good standing with no un-paid invoices.
  • All referrals must provide a reward coupon when requesting to have their tax return completed.
  • Only one referral discount per return.
  • Employees of Strategic Tax Management are not eligible to participate.


  • For each new paid tax return referral you will receive a $20 discount off you next tax preparation fee.
  • Each new referral will receive a 20% discount off their initial tax preparation fee.

For more information or to refer someone, please contact us!