Tax Refund Advances up to $9,500
Wealth Vision Tax SolutionsWealth Vision Tax Solutions

Client Referral Program

Share the vision of a stress-free tax season with your friends, family, and colleagues. Earn $50 for every qualifying new tax client you refer.

Client Appreciation Rewards

Send Someone Our Way. Earn $50.

We believe word of mouth is the highest compliment. If you love the personal service and care you receive from Cedric, Joydashia, and the Wealth Vision team, share our name with friends, family, and colleagues.

$50 Reward: Paid for each qualifying referral who files their tax return with Wealth Vision Tax Solutions.
No Referral Limits: Earn as many rewards as you have eligible new filers to send our way.
Direct Payout: Distributed promptly following IRS return acceptance and fee clearance.
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Referral Terms & Details

  • Eligibility: Referral must be a new client who has not previously filed taxes with Wealth Vision Tax Solutions.
  • Qualifying Condition: The referred taxpayer must complete their tax intake and have their federal/state return successfully prepared, authorized, and e-filed.
  • Payment Timing: Referral rewards are processed within 14 business days after return acceptance and completion of the tax season filing.

*Program terms and conditions apply. Referral incentives are subject to program verification before distribution.

Submit a Client Referral

Tell us about yourself and the person you're referring. Earn $50 when they file with us.

Your Information
Who You're Referring
Prefer to share directly? Use the shareable referral link so your name is attached when they start their intake.

Share the Link, Earn the Reward

Rather text or email your friend directly? Generate a personal referral link — your name is attached automatically when they start their intake.

Share a Referral Link

Generate a personal link to text or email to a friend. It opens your secure tax intake page with your name attached as the referrer — when they start their intake, we'll know it came from you.

Your referral link

Opens: your secure tax intake page with your referral code attached.

Open link
Prefer to fill out a form instead? Submit a referral here.

Referral Program FAQs

Common questions about how the referral rewards program works.