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Referral program
$40 cash for every client you refer to Interval Books. Your friend gets 10% off their first service.
Cash to you, for every client you refer who files with us.
Off your friend’s first service with Interval Books.
How it works
Three steps, no paperwork.
Share our name
Tell anyone who needs their taxes prepared — W-2 employees and self-employed folks with 1099 income both count.
They name you
Your friend provides your full name as the referral source when they schedule their appointment.
You get paid
Once their return is filed and our fees are processed, your bonus goes out immediately by check or Zelle, whichever you prefer.
Who qualifies
The program applies to anyone who needs an annual tax return filed, including W-2 employees and self-employed individuals with 1099 income.
There is no cap on how many people you can refer.
How you get paid
Bonuses are paid by check or Zelle, based on your preference. We use the contact information we currently have on file, so let us know if your phone number or address has changed.
Taxes on your reward
Referral rewards are income. Per IRS rules, rewards totaling $600 or more paid to one individual within a single calendar year require us to issue a Form 1099-MISC.
Start today
Referrals can start today. Have them mention your name when they call us or book an appointment.
Interval Books LLC reserves the right to modify or end this program at any time. Rewards are paid only for referred clients whose returns are filed and whose fees are processed. Referral rewards are taxable income to the recipient.