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The Best Compliment You Can Give Is a Referral

We appreciate your business and would like to offer you a discount.

Its no surprise that a good business is built by earning the trust of patrons. We strive to offer you the highest-quality services and customer support possible. We are beyond grateful for all the loyal clients we have. Many of you are referring your friends, family, and colleagues to us, and we wanted to take the opportunity to say THANK YOU by offering you a small token of our appreciation.  

From now on, when you refer a new client, we will credit your account with $100, and your referral will also get $100 off any 2020 tax services. 

How It Works: Send OR Share = Save $$$

Send Us Referrals

Introduce your friends, family, and colleagues to us, and we will follow up. Simply fill out the referral form below, and we will do the rest.  

Not seeing the form? Click here.

Tell Your Friends

Share your experience about your tax filing services with InConcert via email or social media with your friends, family, and colleagues. Below, we have provided email copy and social media images for you to use so it's simple to copy and paste into social media, or make an email introduction.   

Email Swipe Copy

To make an email introduction simple for you, we have created this sample email copy for you to start with. Feel free to customize or create your own.

Subject: Get Your Maximum Tax Return for 2019  

CC: info@inconcertfinancialgroup.com   

Dear <Friend’s Name>, 

I use InConcert Financial Group® for all my tax services and wanted to introduce you to my CPA, Alan Steeples. He was able to maximize my tax return last year, and I am already planning strategies to save even more this year with the tax law changes. I endorse their services and hope you give them the opportunity to serve you.  

Get $100 off your tax services by mentioning this email from me.  

Visit this webpage to learn more about how InConcert can help you maximize your tax return: 



<Your Name> 

Post to Social Media

Paste the text below into your social media page and attach the corresponding social media image. Then share to your friends and followers.
Don’t gamble with your taxes. Are you looking for a proactive tax advisor in the Bay Area? I highly recommend InConcert Financial Group®. They maximized my tax return last year, provide excellent service, and are always responsive and professional. Mention this post, and you will get $100 off your tax services. Click here to learn more: https://inconcertfinancialgroup.com/minimizeyourtaxes.

*Referral account credits do not apply to refunds of minor children or for a deceased family member return.





*Referral reward for each new client will be applied as an account credit. New clients will receive a $100 account credit toward services performed in 2020. Offer valid for new customers only. May not be combined with any other offer, discount, or promotional price. No cash exchanged. Referral credits do not apply for taxpayers covered under the billing of another taxpayer.