A Simple Way to Help Others — and Receive Something in Return
If you know someone preparing for tax season, your referral can help them get the professional tax support they need.
When you refer someone to SVEEA Financial, you’re not only helping them get organized and supported through tax filing — you may also receive something in return once their filing is completed. It’s a simple, mutually beneficial way to help others during tax season.
People choose to refer because it’s a simple way to help people they care about get professional tax support while also receiving something in return. There are no special skills, experience, or ongoing commitments required, and referrals can be shared naturally through everyday conversations, whether online or in person.
It’s an easy way to create value for others while benefiting yourself during tax season.
How the Referral Program Works
Sharing a referral is easy and straightforward:
Share your unique referral link
They book a consultation and complete their tax filing with SVEEA Financial
After the filing is completed, you may receive 15% of the referred client’s filing fee as a token of appreciation
Who This Is For
This referral program is designed for:
Enjoys sharing trusted recommendations
Is connected within their community, workplace, or social circles
Anyone who wants to help others get prepared for tax season with confidence
How You’ll Receive Your Referral Link
To get started, simply sign up using the form below.
Your unique referral link will be sent to you by email, which you can share with anyone you’d like to refer.
Referral appreciation applies only after the referred client completes their tax filing. Terms and eligibility apply.
SVEEA Financial LLC provides reliable tax preparation, bookkeeping, and financial guidance designed to bring clarity, confidence, and peace of mind to individuals and businesses.
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