Filing incentives

At Fortune Financial Services, we believe filing your taxes should come with added benefits. That’s why we offer filing incentives designed to reward our clients for choosing a trusted, professional tax experience. When you file with us, you may qualify for exclusive perks that make tax season even more rewarding.

Fortune Financial Referral Program Terms & Conditions.

Eligibility: The Fortune Financial Referral Program is open to all existing clients in good standing.

Referral Reward: Referrers may earn a reward for each successful referral. Reward eligibility is based on the referred client’s selected service package and final payment status.

Referral Process: Participants must share their unique referral link or code. The referred individual must use the link or code at the time of signing up.

Qualifying Referral: A referral is successful when the referred individual becomes a paying client and completes payment for services.

Reward Distribution: Referral rewards are issued on the 15th of the month following client payment.

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