Office referral program
Know someone who needs a tax team?
Introduce them to Preserve. As an office referral partner, you make the connection and our tax team takes it from there.
Become a Referral PartnerFrom introduction to referral.
- First
Join the program.
Use the office signup form so Preserve knows who is making the referral.
- Next
Make the introduction.
Follow the referral instructions from the office when someone is ready to file.
- Then
Earn for qualifying returns.
Preserve pays $100 for each referred return that meets the program terms. Contact the office for eligibility and payment details.