Referral Program: Help Others, Get Rewarded.

At Unifirst Financial & Tax Consultants and Vincent Anthony Abu LLC, we believe great work should be shared — and rewarded. Our Referral Program is designed to thank you for introducing us to new clients who need reliable bookkeeping and tax preparation support.

💼 Who Can Refer

Anyone — clients, friends, business owners, professionals, or everyday connectors — can join the program.

💸 What You’ll Earn

Earn a referral bonus when someone you refer signs up and completes services:

  • Bookkeeping Services: Get 20% of the first 3 months’ paid service

  • Tax Preparation: Get 20% (up to $100) after confirmed payment

🧾 Requirements

To participate and receive payouts, you must complete the following:

  • Fill out our digital onboarding form and Referral Agreement.

  • Electronically sign the referral agreement and upload.

  • Submit a valid IRS Form W9 or W8 (for non-U.S. participants)

  • Upload two valid government-issued IDs

  • Agree to act as an independent referrer — not as an employee, agent, or affiliate

✅ How It Works

  1. Sign up and complete our quick onboarding process

  2. Share your personalized referral booking link

  3. Get paid when your referral becomes a client

We’ll handle the service. You get rewarded — simple as that.

🔒 Compliance

We take privacy and compliance seriously. Your role is as an independent referrer, not an employee. Just spread the word ethically — no need to sell or handle sensitive info.

Powered by
Less Annoying CRM

Thanks for joining the Referral Program
at Unifirst Financial & Tax Consultants and PlanwithVince

Here’s What Happens Next:

  1. We’ve received your onboarding form and documents.
    We’ll review and confirm your eligibility within 1–2 business days.

  2. Once approved, you’ll receive your personalized referral link
    Use this link to share with potential clients — it’s how we track and credit your referrals.

  3. Start referring and get rewarded.
    Earn up to 20% when your referral signs up for bookkeeping or tax preparation services.

💬 Questions?

Need help or have questions about referrals, payouts, or guidelines?
Email us anytime at: v.abu@planwithvince.com

Thanks again for partnering with us. We’re excited to work with you — and reward you.

– Vincent Anthony Abu
Unifirst Financial & Tax Consultants