Referral Program

Not yet a client? Visit our Plans page above to get started.

Get up to 2 months free for each referral.

 
  • From dentists, to medical doctors, veterinarians, chiropractors, optometrists, you name it. We work with all healthcare professionals. We’re not limited by location, either! As a technology-driven firm, we have clients all across the United States.

  • As long as they enroll at your Plan level or higher, you will receive one month free after they have been with us for three months.

  • And as you know, we do it quite well. Sure, it may be a 3-step process, but this step is on us.

    Once your referral has been with us for a year, you will get an additional month free.

  • Refer up to 12 colleagues per year, and never pay for services with The Phillips Group again.

    Refer 6 colleagues? You’re on fire! That’s 6 months free this year and 6 months free next year.

    Refer 12 colleagues? Unstoppable! That’s every month free this year and all of next year is free too!

FAQs

 

What if my referral signs up for a lower Plan?

We issue credits to the client referring based on the Plan chosen by the person being referred. Those levels are: Essentials - $349; Growth - $599; and Advanced - $899.

What if I am not on one of the Plans?

The Referral Program is designed for clients on one of The Phillips Group’s three plans: Essentials, Growth, or Advanced. If you are not on one of the plans, however, we still genuinely appreciate your referral. We will credit your account $100 for each new client you refer, up to 5 times per year.

How does this apply to clients who are signed up for “legacy” packages?

The Referral Program is designed for clients on one of The Phillips Group’s three plans: Essentials, Growth, or Advanced. Clients who were “grandfathered” in on one of the legacy packages (QuickBooks or Full-Service), and who refer clients to The Phillips Group, will receive credits based upon the Plan level of the person being referred, up to the actual monthly amount paid by the person referring. Those levels are: Essentials - $349; Growth - $599; and Advanced - $899.

What if my referral signs up to be an annual client (no Plan)?

Good question. We aren’t currently accepting new tax-only clients. While we may make an exception, we no longer issue credits for these types of new clients (after 7/1/24).

Prior to 7/1/24, the credit was $50 after the new client’s first tax season with our firm.

Is there anything else I should know about this program?

Yes. Please review the Terms & Limitations of the Referral Program. If you have any questions, email us at hello@phillipsgrouptax.com.