Referral Program
Refer a friend.
Choose how you get rewarded.
Know someone who needs help with a U.S. tax return or a business tax return? Refer them to CLT NY INC. When they become a client, you receive a referral reward, paid the way you choose: a lump sum, three years of payments, or a credit on your own return. The friend you refer also gets $50 off their first year.
You don’t need to be a client to sign up. Signing up and referring are free.
3 Courses
Pick one of three reward courses
You choose a course for each referral, and you can change it until your friend’s engagement is confirmed.
Get paid once
We pay 25% of your friend’s first-year preparation fee in a single payment.
Example: first-year fee $800 → reward $200
Get paid over time
While your friend stays with us, we pay 10% of each year’s preparation fee for up to three years.
Example: $800 a year → $80 a year, up to $240 in total
For our clients
Get $100 off your own next preparation fee for each referral. No cash is paid.
Example: refer two friends → $200 off your next fee
Rewards under Courses A and B are capped at $1,500 per referral and are based on the fees your friend actually paid (after discounts).
For Your Friends
A reward for your friend, too
The person you refer gets $50 off their first-year preparation fee. If they are switching from another preparer and qualify for our switch campaign (50% off last year’s fee, up to $500), we apply whichever discount is larger. The two can’t be combined.
How It Works
How referrals work
Everything happens online, from sign-up to payment.
Sign up
Enter your name, email address and the course you want on the sign-up page. Your personal referral link is ready right away.
Refer
Send your referral link to friends. When they apply through the link, the referral is recorded automatically. They can also give us your name or referral code when they sign up.
Consent
We ask your friend, on an optional online consent form they sign electronically, whether we may tell you that they became a client and the fee amount needed to calculate your reward.
Get your reward
We pay by the end of the month after their return is filed and the fee is paid in full. Course C credits are applied to your next invoice. You can check your rewards anytime under “Referral program” in the member app.
Privacy & Rules
Refer with confidence
Your friend’s return stays private
With your friend’s consent, we tell you only whether they became a client and the fee needed to calculate your reward. We never share return details or tax amounts.
Consent is optional
Your friend’s decision never affects our services to them. Without consent, we can’t provide a reward for that referral.
Referral rules
Please don’t promise refunds or results. When you refer people on social media or a blog, make it clear that you receive a referral reward.
Who’s eligible
- Referrers 18 or older (clients and non-clients)
- Individual returns (Forms 1040 and 1040-NR)
- Business returns (Forms 1120, 1120-S, 1065, 5472 and more)
- Friends who are new to CLT NY INC.
FAQ
Q. Do I need to be a CLT NY client to refer someone?No. Anyone 18 or older can sign up. Course C (credit) is for our existing clients.Q. Is there a limit on how many people I can refer?No. Rewards under Courses A and B are capped at $1,500 per referral.Q. Can I receive rewards if I live in Japan?Yes. Before we pay, we ask for Form W-9 (U.S. persons) or Form W-8BEN (non-U.S. persons). Contact us about the payment method.Q. Are referral rewards taxable?Referral rewards are income to the person who receives them. Depending on the annual total, we issue a Form 1099.Q. Do business tax returns count?Yes. Individual returns and business returns (Forms 1120, 1120-S, 1065, 5472 and others) are eligible.Q. Will you tell me about my friend’s tax return?No. With your friend’s consent, we tell you only whether they became a client and the fee amount needed to calculate your reward. We never share return details or tax amounts.Terms
Referral Program Terms
Effective October 7, 2026.
- These terms apply to the referral program run by CLT NY INC. (“we” or “us”).
- Referrer: an individual 18 or older, or a business, that signs up with us as a referrer before the referred client’s engagement is completed. Our officers and employees and members of their households are not eligible.
- Eligible referral: a client who engages us for the first time for an individual or business tax return and is linked to the referrer by the referral link, the referrer’s code or the referrer’s name when they engage us. Clients who engaged us within the past three years, the referrer themselves, and a spouse filing jointly with the referrer are not eligible.
- Completed referral: a referral is completed when the referred client’s return has been filed and the fee for that return has been paid in full.
- Fee amount: the preparation fee the referred client actually paid us, after discounts, excluding reimbursed costs, government or state fees and shipping.
- For each referral the referrer chooses one reward course (Course A applies if no choice is made before the referral is completed):
- Course A (lump sum): 25% of the first-year fee amount, paid once.
- Course B (3 years): 10% of the fee amount for each completed return, for up to three years starting with the first year. No reward is paid for a year in which the referred client does not engage us.
- Course C (credit): a $100 credit per referral toward the referrer’s own next preparation fee. Available to our clients only; not exchangeable for cash or transferable; limited to the fee on that invoice; unused credit expires two years after it is granted.
- Reward for the referred client: $50 off the first-year preparation fee. If the client also qualifies for our switch campaign, the larger discount applies; the two can’t be combined.
- Information: only with the referred client’s written consent (including an electronic signature) under Internal Revenue Code section 7216 will we tell the referrer whether the client engaged us and the fee amount needed to calculate the reward. We never share return details, tax amounts or other information. Consent is optional and never affects our services. Without consent, no reward (including a Course C credit) can be provided for that referral.
- Payment: we pay by the end of the month after the month in which the referral is completed, by transfer to a U.S. bank account or another method we agree on. Before payment, the referrer provides Form W-9 (U.S. persons) or Form W-8BEN (non-U.S. persons); payment is held until we receive it.
- Taxes: rewards are income to the referrer. We issue Form 1099 where the law requires it. The referrer is responsible for any tax on rewards.
- Refunds: if we refund a referred client’s fee, the related reward is cancelled, and any reward already paid is offset against later rewards.
- Conduct: referrers must not make false or misleading statements (including promises about refunds or results), present themselves as CLT NY INC., or solicit by spam or similar methods. When referring on social media, blogs or similar channels, referrers must disclose that they receive a referral reward. We may disqualify referrals and cancel a referrer’s registration for any violation.
- Referrers are not our agents and may not give tax advice or make commitments on our behalf.
- Changes: we may change or end the program by posting notice on this page. Rewards for referrals completed before the change, including the remaining years of Course B, are paid under the terms in effect when the referral was completed.
- These terms are governed by New York law. If the Japanese and English versions differ, the English version controls.
[ Start by signing up ]
You choose how you’re rewarded.
Enter your name and choose your course on the sign-up page. Your referral link is ready right away.
Sign up as a referrer →