Refer Someone to Infinity. Get Rewarded.
Know someone who could use reliable tax or bookkeeping help? Send them to Infinity Tax & Financial Services.
When your referral becomes a paying client, we’ll thank you with a credit toward your next service.
$50 Personal Tax Referral
$75 Business Tax Referral
$100 Bookkeeping Referral
Personal service. Clear communication. No judgment.
Earn a Credit for Every Qualifying Referral
Personal Tax Referral
$50 Credit
Refer a new personal tax preparation client. Once they complete and pay for their service, you’ll receive a $50 credit toward your next service with Infinity.
Business Tax Referral
$75 Credit
Know a business owner looking for tax preparation help? When your referral becomes a paying business tax client, you’ll receive a $75 credit toward your next service with Infinity.
Bookkeeping Referral
$100 Credit
Refer a business that needs ongoing bookkeeping support. Once they become a paying bookkeeping client, you’ll receive a $100 credit toward your next service with Infinity.
When Should You Refer Someone to Infinity?
1. Make the Introduction
Tell us who you’re referring using the form below. It could be a friend, family member, coworker, fellow business owner, or anyone else you think Infinity may be able to help.
2. We’ll Take It From There
Michelle will connect with your referral, learn more about what they need, and determine whether Infinity is the right fit.
You don’t need to explain tax rules, bookkeeping services, or pricing on our behalf. Just make the introduction and let us handle the rest.
3. They Become a Paying Client
Once your referral completes and pays for a qualifying service, your referral reward is earned.
4. Your Credit Is Applied
We’ll apply the appropriate referral credit toward your next service with Infinity Tax & Financial Services.
Who Should You Refer?
You may know someone who:
Received an IRS Notice
They received a letter from the IRS and do not understand what it means, how serious it is, or how they should respond.
Owes Back Taxes
They owe the IRS, are concerned about collection activity, or are struggling to understand their payment or resolution options.
Has Unfiled Tax Returns
They have missed one or more filing years and do not know how to begin getting back into compliance.
Needs Tax Preparation
They need help preparing an individual or business tax return and want clear guidance throughout the process.
Has Fallen Behind on Bookkeeping
Their financial records are incomplete, outdated, or disorganized, making it difficult to understand how the business is performing.
Needs Payroll Support
They need a more dependable way to manage payroll, payroll reporting, and related tax responsibilities.
Recently Started a Business
They have questions about tax responsibilities, recordkeeping, payroll, or the financial systems they should establish.
Is Frustrated With Their Current Provider
They feel ignored, confused, or unsupported and are looking for a more personal and responsive relationship.
Know a Business Owner Who Needs Bookkeeping Help?
Bookkeeping problems tend to grow quietly.
A business owner may be several months behind, mixing personal and business expenses, unsure whether the business is actually profitable, or simply spending too much time trying to manage the books themselves.
Accurate, current bookkeeping can give business owners a much clearer picture of revenue, expenses, cash flow, and profitability while also making tax preparation easier.
If you know a business owner who could use that kind of support, introduce them to Infinity.
When they become a paying bookkeeping client, you’ll receive a $100 credit toward your next service.
The Greatest Compliment You Can Give Us
Much of our business is built through introductions from people who already know and trust Infinity.
When a friend, family member, coworker, or fellow business owner mentions a tax or accounting problem, you do not need to have the answer. You can simply connect them with our team.
A referral from someone they trust may be the encouragement they need to stop avoiding the problem and begin moving forward.
SUBMIT A
REFERRAL
Referral Questions
Who can refer someone to Infinity?
Anyone can make a referral. You may be a current client, attorney, financial advisor, business professional, friend, family member, coworker, or community connection.
Does the person need to know exactly what service they need?
No. A general description of the situation is enough. Our team will ask questions and help determine what type of service may be appropriate.
Should I tell the person before submitting the form?
Yes. The person should know that Infinity will be contacting them and should give you permission to share their contact information.
A warm email or text introduction generally creates a better experience than an unexpected call.
Will Infinity tell me what happens with the referral?
We can confirm that the referral was received and that contact was made. We cannot share confidential details about someone’s tax or financial situation without their authorization.
Will Infinity interfere with my existing client relationship?
No. When a professional advisor refers a client, our goal is to support the client in the specific area for which they were referred. We respect the relationship you have already established.
Can I make an email introduction instead of using the form?
Yes. You may make a direct email introduction to the Infinity team. Include the person on the message so they know the introduction is being made.
Do not attach tax returns or sensitive financial documents to the introductory email.
What happens when Infinity is not the right fit?
We will be honest about it. When a person needs a service outside our scope, we will explain that rather than encouraging them to purchase a service they do not need.
Does Infinity only work with people in Pasadena?
Infinity is based in the Pasadena and Houston area. Many tax, IRS resolution, bookkeeping, and payroll services can also be provided remotely to individuals and businesses throughout Texas.
Is there a fee for making a referral?
No. There is no cost to introduce someone to Infinity. Any proposed services and fees will be explained directly to the person before work begins.