Referral Program: Help Others, Get Rewarded.
At Unifirst Financial & Tax Consultants and PlanwithVince, we believe great work should be shared and rewarded. Our Referral Program is designed to thank you for introducing us to new clients who need reliable bookkeeping and tax preparation support.
Who Can Refer:
Anyone — clients, friends, business owners, professionals, or everyday connectors can join the program.
What You’ll Earn
Earn a referral bonus when someone you refer signs up and completes services:
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Bookkeeping Services: Get 20% of the first 3 months’ paid service
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Tax Preparation: Get 20% (up to $100) after confirmed payment
Requirements
To participate and receive payouts, you must complete the following:
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Fill out our digital onboarding form and Referral Agreement.
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Electronically sign the referral agreement and upload.
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Submit a valid IRS Form W9 or W8 (for non-U.S. participants)
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Upload two valid government-issued IDs
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Agree to act as an independent referrer — not as an employee, agent, or affiliate
How It Works
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Sign up and complete our quick onboarding process
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Share your personalized referral booking link
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Get paid when your referral becomes a client
We’ll handle the service. You get rewarded — simple as that.
Compliance
We take privacy and compliance seriously. Your role is as an independent referrer, not an employee. Just spread the word ethically — no need to sell or handle sensitive info.
Trump’s Big Beautiful Bill Is Reshaping Your Tax Bill. Are You Ready? Lower taxes, bigger deductions, new strategies… if you act now.
We help small business owners, self-employed high income earners, and affluent families use the 2025 tax law changes to keep more of what they earn and build smarter retirement strategies.
Take charge of your taxes in 2025. Work with our expert team to reduce your tax liability and maximize your savings.
Our experts also offer additional services to help you, your family, and business.
Meet the Unifirst Financial & Tax Consultants team.
Vincent Anthony Abu
Patrick D. Anderson
James Dullas, EA
We go above and beyond! Streamlining your financial processes and records management, to maximize your tax savings, is just the beginning.
"The way to wealth, if you desire it, is as plain as the way to market. It depends chiefly on two words: industry and frugality.
Waste neither time nor money, but make the best use of both. He who gets all he can honestly, and saves all he gets, will certainly become rich.”
~ Benjamin Franklin
More proven, financial strategies to help you grow your wealth and safeguard the future!
