Frequently Asked Questions
Find answers to most commonly asked questions related to our products and services
No, there isn’t a limit to the number of people you can refer. We appreciate the introductions.
The referral payment may be subject to tax. You should speak with your own tax or accounting advisor for professional guidance.
We appreciate client referrals, but there isn’t any need for you to be a client.
No, there isn’t any need for the referral to be in the United States. Our clients are all over the world. However, the person who is providing the referral must be a U.S. citizen or legal U.S. tax resident.
We’ll be in touch with you throughout the process. The form asks for your contact information, and we’ll let you know if we’re successful with your contact.
We reserve the right to decline referrals or not take action for any reason or no reason at all. If someone is already in our system, we will not accept them as a new referral.
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