TBG Tax Solutions · 2027 Tax Season
Earn $25 Per Completed Referral
Refer a new eligible client to TBG Tax Solutions. Earn $25 for every eligible new client you refer who gets their taxes prepared and pays for the service with TBG Shoppe. Rewards are verified after the completed service.
Submit a referral request
We collect only contact details here. Never enter SSNs, PTINs, tax documents or a referred person's private financial information.
Offer conditions
- Referral reward is $25 per verified eligible new client, not per lead or appointment.
- Self-referrals, duplicate leads, existing clients, cancelled or refunded services do not qualify.
- Rewards are issued for eligible referrals after the referred client completes and pays for qualifying tax preparation.
- Referrals involving regulated professional restrictions, improper fee-sharing or tax-return information without consent are ineligible.
- Referral rewards are issued after qualifying services and eligibility are verified.
TBG reserves the right to reject ineligible or fraudulent claims. Taxpayer documents are submitted securely through the client portal.
TBG Shoppe 2027 Referral Program Terms
Effective October 16, 2026 · TBG Shoppe LLC
- Reward. TBG pays a $25 referral reward for each unique, qualifying new customer who independently engages TBG Tax Solutions and completes and pays for eligible full-service individual tax preparation during the 2027 filing season.
- Qualification. A referral must be recorded before the new customer's qualifying engagement and must be traceable to the referrer. TBG verifies eligibility and payment completion. A form submission, appointment or quote alone does not qualify.
- Exclusions. Self-referrals, duplicate referrals, existing customers, canceled or refunded transactions, fraudulent activity and referrals prohibited by applicable laws or professional rules are excluded. If multiple referrers claim one client, TBG will review the earliest verifiable eligible referral.
- Privacy and consent. Share the referral link or your code with prospective clients and let them contact TBG themselves. Do not disclose anyone's tax-return information, Social Security number or other confidential information. No unsolicited marketing messages or misuse of contact data.
- Professional restrictions. Tax professionals and others subject to fee-sharing, referral-fee, licensing, ethics or disclosure restrictions may be ineligible. TBG will review applicable rules before approving rewards. A referral does not influence tax advice or preparation decisions.
- Reward fulfillment. Referral rewards are $25 per eligible completed referral. TBG verifies completed qualifying services and may request information necessary to deliver the reward securely.
- Taxes. Recipients are responsible for applicable tax reporting; TBG may request tax documentation and issue required information returns where applicable.
- Changes and disputes. TBG may suspend or amend the program prospectively, investigate suspected abuse, and reject ineligible claims. Any changes do not waive legal requirements. For questions contact contact@tbgshoppe.com.