FITax Planning, Inc.

Refer Us

REFER US

Thank you for your support. Referrals mean the world to us!

Referrals are welcome! Don't keep us a secret :)

Friendly introductions to others who you care about will make our day! Our firm thrives on happy clients as the primary source of business growth, and your referrals/introductions are both welcome and most sincerely appreciated!

Absolute Confidentiality

Since your referrals are generally business owners you are well acquainted with, you may have some concern that your business matters will be discussed with the new clients that you refer. This office guarantees the confidentiality of client information. Your personal, financial and tax data will not be shared with anyone else.

An Expression of Confidence

When you refer clients to us, you are expressing your faith and confidence in the services that we offer and will continue to provide to you. You may have business associates who need professional bookkeeping assistance or family and friends who struggle to do their own books every year. No matter who you refer, rest assured that their individual needs will be handled in the same professional manner as yours have been.