Helium Day Tax & CPAs Referral System

For New Clients

What is the Referral Code and why use it?

Clients type this unique referral into the box at the payment screen to secure a lower price on Helium Day Tax & CPAs services. Aside from the immediate price cut, it locates the current client who sent you our way. This allows us to follow the recommendation source and credit the person who introduced us to you.

How much money does the code take off?

Benefitting from this pass lowers the final bill in parallel to the total cost of the work involved. The specific savings breakdown corresponds to the invoice total as follows:

• Invoices falling between $180 and $299.99 receive a $15 reduction
• Invoices falling between $300 and $499.99 receive a $30 reduction
• Invoices falling between $500 and $694.99 receive a $40 reduction
• Any invoice totaling $695 or higher receives a $50 reduction

The referral deal stays open for 6 months following the purchase. We also cap our intake numbers in order to keep our business standards high. We do not want to stretch our team too thin. Accordingly, our referrals are active only until we reach the headcount decided for the year.

For Existing Clients

What is the Referral Code and how do you get paid?

Think of this as a discount coupon that can be shared with your network, covering your colleagues or family circle as well as friends. Once they leverage it in their order, you earn cash back. We send the amount back to the credit card / bank account you used for your last payment. The amount you get back is parallel to the tier amounts listed in the section above.

I hired you a while ago but lack a code.

We sent the referral passes via email to our clients who hired us on or after July 1, 2023. If your referral code did not show up in your inbox — tell us — and we will fix the record.

I lost my code. How do I find it?

If you believe you own a code but cannot see it, simply write to us. Please state the email address you paid with & the rough date of the transaction. Our team will use the data to search our records & locate it for you.

The value of our partnership

A referral connects you to a firm with 3 decades of experience that presents assistance to both individual taxation and corporate tax needs. We manage all engagements viaProConnect, where we maintain 100,000+ records and have successfully processed 10,000+ e-filed returns. Our 63% retention rate mirrors the long-term trust our clients place in us.

With 70+ specialized service lines, Helium Day Tax & CPAs is the single point of contact for the below:

• Multi-state payroll & contractor reporting
• Corporate tax returns & owner-level filings
• IRS audit defense & dispute resolution
• Forensic accounting
• M&A advisory
• Estate planning
• Cryptocurrency reporting
• Fractional CFO services

Cross-Border Expertise: For taxpayers with financial links to both the US and Canada, we are licensed in both jurisdictions & routinely manage international filings.

Onboarding

Upon the order confirmation, check your emails for the portal invite & an intake questionnaire. Preparing the items demonstrated in the table below results in a smooth transition:

Professional boundaries

Existing clients should only share their referral text and our contact info. Do not forward third-party tax documents & portal images or government letters via email.

New clients must upload all sensitive files directly to the portal. If you are managing a time-sensitive notice, the due date should be highlighted in the initial message in order for our team to prioritize it.

Program Goals

The Helium Day Tax & CPAs referral setup cuts costs for our current partners and connects us with high-quality people like you. Pass the code to your circle so they pay less & you get a return. It is a straightforward method to share the perks with people you know.

Questions?

Drop a line below or email info@heliumdaytax.com.