Refer a Friend, Get $300

Tax savings is the gift that keeps on giving. And now is the golden opportunity to give that gift to your friends, colleagues, and partners—we'll make it worth your while! 

For every new customer you send our way, you'll earn a $300 gift card of your choice once they complete onboarding. 

Bonus: Your referrals will be welcomed with a $25 gift card as well!

Simply complete the form with your self-employed friend or colleagues' information and we'll take it from there!

 

Formations Customer Referral

Choose Your Reward

With our referral reward, choose from an expansive selection of over 3,500 of your favorite brands.

Prefer to make a local impact? Opt for one of the physical gift options, specially curated to support local businesses. Your perfect pick is just a referral away!

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