Rewards & Referrals

Earn rewards just for doing what you already do—trusting Jose’s Tax Service with your taxes and sharing us with friends and family.

Refer new clients, book services, and celebrate with us on your birthday—all while earning points you can redeem for savings.

If you were referred by a current client, please enter their referral code below.

This helps us credit them with reward points and apply any active promotions to your service.

When you submit this form:

1. New clients receive 25 welcome points
2. Your referrer earns 50 points once your service is complete

You’ll be added to our rewards program and can start earning, too

How Our Rewards Program Works

• New Clients: Get 25 points as a welcome bonus.
• Existing & Returning Clients: Earn 1 point per service scheduled.
• Referrals: Earn 50 points for every new client you refer who completes a service.
• Birthdays: Enjoy a 25-point birthday gift every year.

Points convert into real dollar value and can be used toward future services with Jose’s Tax Service.

Why Clients Love Our Rewards

• Save money on future tax services
• Get rewarded for sharing good service
• Automatic birthday bonus
• Easy to track your points online

If you’re a current client, you’ll see your unique referral code below. Share it with friends and family and earn 50 points every time someone new completes a tax prep service using your code.

How to Share Your Referral Code

1. Log in and visit this page.

2. Look for your referral code under “My Referral Code.”

3. Share it by text, email, or social media in a simple message like:

“Book your tax appointment with Jose’s Tax Service and mention my referral code [YOUR CODE] so we both earn rewards!”

4. When your referral completes their service, you automatically earn 50 points.

Questions About Rewards & Referrals?

We’re happy to walk you through how it works or help you claim your points.

Jose’s Tax Service LLC.
162 Portsea St.
New Haven, CT 06519

Phone: 475-254-9373 | Email: jmorales@josestaxservice.com