Maris & Associates CPAs presents tax assistance to our referred community through a seasoned team of Enrolled Agents and CPAs. With over 3 decades of tax practice history, we offer the stability & technical knowledge necessary for complicated filings. We prioritize a 24-hour response time during the work week in order to make sure that new clients receive the reliability expected when preferring a long-term tax partner.
For Incoming Clients
What is the Referral Code and why should you use it?
New clients enter this unique text into the box at checkout in order to activate a discount at Maris & Associates CPAs. This action further enables us to see which existing client recommended us to you.
What price reductions are available?
Once this referral is applied, our system deducts an amount from the bill. The savings are parallel to the total cost of the engagement, as demonstrated below:
- $15 taken off for bills ranging from $180 — $299.99
- $30 taken off for bills ranging from $300 — $499.99
- $40 taken off for bills ranging from $500 — $694.99
- $50 taken off for any bill of $695 or higher
Please note that this opportunity is active for 6 months after purchasing our services. Also, in order to maintain high work standards, we place a cap on the number of new files we accept each year. Because of this, this program deal stops working once we reach that specific volume of clients.
For Current Clients
Why should I share my Referral Code?
This code is a discount for your circle. If they enter the referral during payment, our referrer clients receive a credit as well. We process the bonus as a refund to the card / bank account you used most recently. The refund amount varies with the tiers presented in the section above.
I hired you a year ago, but I lack a code.
We issued these referrals to clients who joined our firm 3 years ago — provided the billing email matched our contact records. If you did not receive one, just inform us. We will sort it out for you.
I cannot find my code. How do I get it back?
If you are sure you have a code but cannot locate it in your inbox, please write to info@mariscpa.com. Indicate the email address you used for the bill & approximately when the transaction happened. We will look through our records to find it for you.
Maris & Associates CPAs Clientele
Referrals are optimal for individual taxpayers and establishments looking for a mere contact for overlapping tax requirements as exemplified below:
- Varied tax profiles — households with W-2 earnings & investment accounts or rental properties
- Independent professionals — self-employed individuals managing both quarterly estimates & annual personal filings
- Business entities — founders who necessitate coordinated taxation for their corporate & individual returns
- Tax resolution — taxpayers managing IRS / state inquiries who require a firm to review filings & address agencies
What New Clients Receive After Payment Is Completed
Once the payment is completed, the engagement begins with an email. Our team presents secure portal credentials & an intake questionnaire and requests a custom documentation list. The client process can be summarized as follows:
- Onboarding — account creation & initial profile setup
- Information gathering — secure document transmission via portal
- Consultation — clarifications & follow-up questions from our tax professionals
- Authorization — review of returns followed by e-file signatures
- Completion — final delivery of all tax records & filed copies
Note: In the case of managing a government deadline, indicate this for our team to be able to prioritize the case.
Referral Privacy and Program Use Standards
Referral codes should be shared as code only. Existing clients should never transmit another person's tax documentation & ID or financial data. All sensitive materials should be uploaded directly by the new client to the encrypted portal.
Please use a single user profile and apply the referral code at the time of payment. Please note that duplicate profiles / asking to apply a code once a transaction is completed — might result in wait times. In the case of any assistance, sending the billing email & transaction date to our team is an effective way to locate the records.
Program Overview
The referral program at Maris & Associates CPAs lowers expenses and connects our firm with high-quality people like you. Please share the referral to your network so they pay less & you get a rebate.
If you have questions, send a note below or email info@mariscpa.com.