Client Referral Program

Share the Taxoria experience with someone you know.

At Taxoria Cross Border, many of our clients come to us through personal recommendations. We truly appreciate the trust you place in us when you refer a friend, family member, colleague, or business contact.

Cross-border tax matters can be complicated, particularly when someone has recently moved between Canada and the U.S., maintains financial connections in both countries, or has ongoing filing obligations in one country while living in the other.

If you know someone who could benefit from our services, we'd be happy to help them navigate their tax obligations with the same care and attention we provide to our existing clients.

As a thank you, we offer a referral credit to both you and the client you refer.

How It Works

1. Refer someone to Taxoria- If you know someone who may benefit from our U.S. or Canadian tax services, simply have them mention your name when they contact us.

2. They become a Taxoria client- Once your referral engages Taxoria and we successfully complete their tax filing, the referral qualifies for the program.

The referral credit applies to each completed U.S. or Canadian tax filing.

3. You both receive a $100 credit per filing- For every qualifying filing completed for your referral, you receive a $100 credit and your referral receives a $100 credit.

The credit applies separately to each tax filing.

How Much Can You Benefit?

The benefit increases when your referral requires both U.S. and Canadian tax filings.

If your referral files both a U.S. and Canadian return:

U.S. tax filing
You: $100 credit
Your referral: $100 credit

Canadian tax filing
You: $100 credit
Your referral: $100 credit

Total

Your credit: $200
Your referral's credit: $200

If your referral requires only one tax filing, you will each receive a $100 credit.

And there is no limit to the number of qualifying referrals you can make.

Your Referral Credit

Your referral credits will be applied toward your next billing with Taxoria.

If you have accumulated credits that exceed your outstanding Taxoria balance, the unused portion may either be carried forward to future billing period or be redeemed for cash, subject to the program terms below.

For example, if you have accumulated $300 in referral credits and your next Taxoria invoice is $200:

$200 → applied to your invoice
$100 → remaining credit available for carry forward or redeemed for cash

This means your referral credits don't have to go unused simply because your next tax bill is smaller than the amount you've earned.

Who Can You Refer?

Our referral program is designed for anyone who may benefit from professional U.S. or Canadian tax assistance, including:

Canadians with U.S. tax filing obligations
Americans living or working in Canada
Individuals who have recently moved between Canada and the U.S.
Individuals with investments or financial accounts in both countries
U.S. citizens living abroad
Individuals dealing with cross-border investments or income
Families with tax obligations in both countries
Individuals who are unsure whether they have U.S. or Canadian filing requirements

If you're not sure whether someone is a good fit for Taxoria, feel free to have them contact us anyway. We can help determine what their filing requirements may be.

A Thank You From Us

We know that recommending a tax professional is a reflection of the trust you have in their work. We don't take that trust lightly.

Our practice has grown largely through relationships and referrals, and we're grateful to the clients who have introduced Taxoria to people they know.

Whether you're referring someone who has just moved across the border, needs help catching up on their U.S. filings, or simply wants professional guidance with their cross-border tax obligations, we'll be happy to speak with them.

Thank you for choosing Taxoria and for helping us grow through your referrals.

Have someone in mind?

Send them our way: ops@taxoriacrossborder.com

Referral Credit Terms: Referral credits are available to existing Taxoria clients who refer a new client to Taxoria. The referral must be identified by the prospective client when they initially contact Taxoria. A referral does not guarantee an engagement or acceptance as a client.All prospective clients are subject to Taxoria’s standard due diligence, client acceptance, availability, and suitability processes. Taxoria independently determines whether an engagement is appropriate, and not all referrals will result in an engagement.The referral credit is a benefit provided in connection with the referral and is disclosed as part of Taxoria’s Client Referral Program. By participating in the program, the referring client acknowledges and consents to the referral benefit described in these terms.Referral credits will be applied toward future Taxoria billing. If accumulated credits exceed the client’s outstanding Taxoria balance, the unused portion may be carried forwarded or redeemed for cash.Referral credits are earned only after the applicable tax filing has been successfully completed and the related invoice has been paid in full.Referral credits are not transferable and cannot be combined with other promotional offers unless otherwise agreed by Taxoria. Self-referrals, duplicate referrals, or referrals without a genuine prospective client relationship are not eligible.Where multiple existing clients refer the same prospective client, the referral credit will be attributed to the first referring client identified by the prospective client.Taxoria’s referral program does not influence our professional judgment, tax advice, or client acceptance decisions. All client engagements are evaluated independently based on the prospective client’s circumstances and Taxoria’s ability to provide appropriate services.Referral credits or cash redemptions may have tax implications. Recipients are responsible for determining and reporting any applicable tax consequences.Taxoria reserves the right to modify, suspend, or discontinue the referral program at any time.

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