Referral Discount Program

 

At Alexander W Davis CPA PLLC, we value your referrals. To show our appreciation, we offer a $100 referral discount credit for each new client you refer to us, subject to the following terms:

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• Eligibility for Referral Credit:

  • ​A "new client" is defined as an individual or entity with no previous services rendered by our firm and no prior entry in our client database.

  • To qualify for the referral discount credit, the referred client must complete our referral program documentation and pay their first invoice in full.

• ​Exclusions:

  • ​Referrals that do not meet the definition of a new client, or fail to meet the qualifying conditions, will not be eligible for the referral discount credit.

  • If you are not a current client of Alexander W Davis CPA PLLC, you are ineligible to receive the referral discount credit as you do not have an account with us.

• ​Credit Application:

  • ​The referral discount credit will be applied to your account once the referred client has completed our referral program documentation and paid their first invoice in full.

  • ​​If the referral discount credit results in an overpayment on your account, the excess amount will not be refunded in cash or any cash equivalent. Instead, the overpayment will be applied toward future service fees.

• ​Program Abuse:

  • ​Any evidence of misuse or abuse of the referral program will result in immediate disqualification from the program.

  • Disqualification may include the removal of any referral discount credits previously applied to your account.

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We reserve the right to modify or terminate this referral program at any time without prior notice.

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Employee Tax Preparation Discount Program for Bookkeeping and Payroll Processing Clients

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Employees of our bookkeeping and payroll processing clients are eligible for a discount on our tax preparation services. Below are the details and terms of the discount program:

 

• Eligibility:

  • ​To qualify, you must be an employee of a current client who receives monthly bookkeeping or payroll processing services from us.

  • An "employee" is defined as an individual who receives a W-2 from their employer.

  • A "current client" is defined as a business or entity that has signed an engagement letter with us for monthly or more frequent services. If the client has an outstanding balance with the firm, their employees do not qualify.

  • ​Bookkeeping and payroll processing services are defined on our home page.

• Discount Details:

  • Eligible employees are entitled to receive a 25% discount on our tax preparation services, up to a maximum of $100 per year. Joint tax returns do not qualify for a double discount, even if both taxpayers are otherwise qualifying employees.

  • This discount applies only to employees of clients who are actively engaged in one of our monthly or more frequent bookkeeping and payroll processing services.

• Terms:

  • The discount is applied per individual employee and cannot be combined with other offers or discounts. Joint tax returns only qualify for one employee discount even if both taxpayers are qualifying employees.

  • The eligibility and terms of the discount are subject to verification by our firm.

Questions about Discounts

If you have any questions about our discount programs contact us.​​​