Taxpayer Referral Program Rules 2025

Earn $25 for every qualified client referral you make to Rebel Bookkeeping this tax season.

• One cash payment per qualified taxpayer referral (ie, potential client).

• A qualified taxpayer referral must not have been a client of Rebel Bookkeeping before.

• Taxpayer referrals are qualified one week after an e-file acknowledgment from the IRS.

• Referral payments from Rebel Bookkeeping will be issued no later than 7 days after an e-file acknowledgment from the IRS via electronic transfer.

• Only residents of the United States of America are eligible to receive a referral payment. 

• A taxpayer referral may not qualify if the taxpayer knowingly misleads an employee or preparer of Rebel Bookkeeping and/or provides false information to Rebel Bookkeeping.

• A taxpayer referral for one’s own tax return or a spouse’s tax return will not qualify for a cash payment from Rebel Bookkeeping.

• A taxpayer referral must come to Rebel Bookkeeping via Email or Website and must include the potential client’s first and last name, email address, and telephone number, at minimum. Other requirements may apply for certain referrals.

• Upon payment at or over $600, a completed W-9 will be requested. For payments of $600 or more, a 1099-NEC will be reported to the IRS for all qualified referrals.

• If the potential client declines to obtain services from Rebel Bookkeeping, no referral payment will be issued.

• Only one cash payment will be paid per qualified taxpayer referral.

• The Taxpayer referral program is active from January 27, 2025, to April 15, 2025. 

• Unclaimed cash payment referrals expire on April 20, 2025.