Referral Rewards - $100 Visa Gift Card

  • How To Request Rewards
    • Send your name and the names of the clients you referred to The Mackey Firm by either text or email.

    • We will confirm your referral with the referred client.

    • We will then confirm that all terms and conditions are met (see below).

    • Once approved, we will let you know when you can pick up your gift card in Conway or Little Rock, AR.

      • CashApp, Venmo, etc is available if you cannot pick up in person.

 

  • Terms and Conditions - To qualify for a $100 Visa Gift Card, you must refer two clients to The Mackey Firm for tax preparation services. Below you will find qualifying criteria for referred clients and other terms.
    • The referred client’s tax preparation fees must be paid in full.

    • The referred client’s tax return must be accepted by the IRS.

    • The referred client cannot be a dependent of another.

    • The referred client and the referral reward recipient cannot be the same person.

    • The referred client must be a new client.

      • The new client can only be referred by one person.

      • In the case of a dispute over who referred the client, we will defer to the referred client. If the referred client will not say or cannot be reached, the referral is forfeited.

    • In rare cases, referrals may not meet the criteria for referral rewards. This is based on an analysis of our client base and fees charged. We cannot and will not disclose fees charged in explanation of a denied referral reward. Possible reasons for referrals denied due to preparation fees include:

      • The referred client was not charged preparation fees (free preparation).

      • The referred client’s preparation fees are discounted to a price that does not justify the amount of the reward.

        • If we deem any fee too low to qualify for rewards, you may request to provide additional referrals to compensate.

    • If you can only provide one referral, $25 will be the referral reward. This amount will only be available to you after April 15, 2021 and is subject to all other terms described. 

    • Only clients referred between 3/16/21 and 4/15/21 will qualify. Clients referred before or after these dates do not qualify. Future referral reward programs will be announced as they come. 

    • Referral rewards must be requested and are not given by default. All rewards will not be immediate as it may take time for qualifying criteria to be met. In this case, the individual requesting the reward is responsible for following up. The only information that can be provided during follow up is a reward status of approved, denied or pending. No information on the referred client can be given.

    • All questions and correspondence regarding the referral rewards will be handled via email or text message. Reward questions and disputes cannot be handled in person or over the phone.

    • The Mackey Firm reserves the right to deny referral rewards to any one for any reason.