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Referrals

Refer Someone You Trust. Earn $1,500 When They Join.

You know what a good CPA firm looks like, because you work with one. When someone in your network needs serious tax strategy, not just seasonal filing, send them our way. Every referral that becomes a client puts $1,500 in your pocket. No limits. No fine print.

Three Steps. One Straightforward Reward.

Most referral programs bury the details. Ours don't.

Refer

Fill out the form below with your contact details and your referral's information. That's all we need to get started.

They Sign On

We reach out, schedule a discovery call, and walk them through how KB Tax Devisers can help. If they become a paying client, you're credited.

You Get Paid

A $1,500 bonus comes your way. Refer more than one person? The bonus applies each time.

Four Steps Done

The Right Referral Makes All the Difference

Not every business owner is the right fit for what we do, and that's not a bad thing. We work best with people who have outgrown basic tax prep and need a firm that thinks ahead with them year-round.

Refer someone who matches this profile

Step 1

A business owner or entrepreneur running an active company

Step 2

An individual with annual income above $400,000

Step 3

Someone paying more in taxes than they should be, and knows it

Step 4

A person who values financial clarity, not just compliance

If someone in your network fits that description, they're exactly who we built this program for.

The Hidden Gap

Send Them Somewhere You Can Stand Behind

A referral carries your name. It matters where you send people

KB Tax Devisers is led by Minal and Taruna Kanani, both recognized for their expertise and contributions to the accounting profession. Minal is a Gold Stevie Award winner (Woman of the Year in Accounting and Finance) and a CPA Practice Advisor 40 Under 40 honoree. Taruna was named one of the 125 Success Leaders in 2022 and serves as a dedicated advocate for small business growth and financial education.

Our clients are business owners who came to us frustrated: paying too much in taxes, receiving too little guidance, and working with firms that treated their return as a transaction. What they found here was different. A team that took the time to understand their goals, their structure, and their future; and built a strategy around all three.

When you refer someone to KB Tax Devisers, you're sending them to a firm that will take care of them. That's a promise we keep.

Ready to Refer? Start Here

Fill out the form below and we'll take it from there. We'll reach out to your referral directly, handle the introduction professionally, and keep you informed every step of the way.

    Let’s Build Your Tax Strategy







    Your referral's information is kept confidential and used only to initiate contact on your behalf.

    Quick, Clear Answers

    Common Questions About the Referral Program

    The bonus is issued once your referral has signed on as a paying client. We'll confirm with you directly once they're onboarded.
    No. Each qualifying referral earns a separate $1,500 bonus. There's no cap on the number of referrals you can submit.
    A signed client is someone who has entered into a formal engagement agreement with KB Tax Devisers and made their first payment. Discovery calls and initial consultations do not qualify on their own.
    Referral bonuses may be considered taxable income depending on your individual tax situation. We recommend consulting with your own tax advisor (or us, if you're already a client) about how to report it correctly.