Client Referral Program

You Could Win $100.00 by Referring a New Client to Roland Tax & Financial Solutions by April 2020

As a thank you to clients for referring new clients, Roland Tax & Financial Solutions launches an exciting referral program for the 2020 tax season

Refer Potential Clients to Roland Tax & Financial Solutions in 2020 and Receive Two Benefits

You Can Win $1,000.00

Refer a Potential New Client and Get a Chance to Win $100.00 for each referral you send to Roland Tax & Financial Solutions, we will enter your name into our $100.00 raffle. There is no limit on referrals per person. The more people you refer, the higher your chances are of winning!

At the end of April, we will randomly select a winner from all referrals. The winner will receive $100.00. See contest details below.

Receive $25 for Each New Client

Refer a New Client to Roland Tax & Financial Solutions and We Will Give You $25 when you refer potential clients and they engage us to do their returns, the individuals become new TPI clients. For each referral you send, who becomes a new client, you get a $25 bonus; plus each new client also gets a $25 bonus. 

Contest Details

  • Contest Timing: This program runs from January 1 to April 15, 2020
  • Referral Must Be a New Client: Only referrals of potential “new” clients are eligible for the contest. Individuals who were clients of Roland Tax & Financial Solutions prior to January 1, 2020 are not “new clients”.
  • Drawing date: Roland Tax & Financial Solutions will contact the winner on Friday, April 22, 2020.
  • Notification of Winner: We will notify the winner by phone and e-mail. The winner must respond within the weekend to claim their prize. If we do not hear from the winner by 5pm on April 25, 2020, we will select a new winner. Individuals cannot purchase raffle tickets.
  • Entry Requirements: The only way to get an opportunity in the raffle is to be a client and refer a new client. We reserve the right to use the name of the winners for media and marketing purposes.

To refer a new client and participate in our referral program, complete the form below.
* = required field

Need a Tax Refund Estimate

Haven't received your W2 in the mail? No worries, send us your last pay check stub and we will calculate a estimated tax refund for you

Free Tax Refund Estimate 


Additional Pricing 

  • Please be aware that if significant changes are needed after I have fully prepared your tax return, a fee of $100 will be incurred for these adjustments. This applies when more than one form requires alteration. Common examples include but no limited to adding or removing a dependent after the return is complete, or a married couple choosing to file separately instead of jointly. Such changes often necessitate modifying several forms to ensure your refund is maximized, resulting in additional work. You’re understanding and cooperation in this matter are greatly appreciated to ensure a smooth and efficient tax preparation process.


Business (For-Profit) Formation Pricing:  $500 (Value of over $1K in services) + Filing Fees


Non-Profit Organization Formation Pricing: Price: $750 (Value of over $1K in services) + Filing Fees

Business Formation

We are excited to assist you with the essential services required to kickstart the process of establishing your business whether it’s For-Profit or a Non-Profit Business. Let our team of experts handle the intricate details of the incorporation and application process, allowing you to concentrate on growing your business.

Here is an overview of what our services encompass:

Included Services:

  • Filing of Articles of Incorporation at the State Level (Note: State Filing Fee of $100 is not included)
  • Procurement of an IRS EIN (Federal Employee Identification Number)
  • Completing Non-Profit Exemption Application (Non-Profit Organizations Only)
  • Acquisition of a Duns & BradStreet D.U.N.S Number
  • Domain Registration and Full Domain Protection (GoDaddy - 1-3 year subscription, with a fee of up to $80 not included)
  • Professional Email (Microsoft 365 Email Essentials - 1-3 year subscription, with a fee of up to $30 not included)
  • Provision of a Professional Business Address (Monthly subscriptions available for as low as $9.99 not included)

Bonus Add-ons (No additional cost):

  • Complimentary Standard Bylaws Template (In alignment with IRS Requirements)
  • Free Basic Logo with Commercial Rights
  • Free Signature Logo