2025 - 2026 Referral Program Rules

Details

Receive a $50 credit per successful referral up to the total cost of your 2025 services with Hoboken Financial. A “successful referral” means that the referred individual receives and pays Hoboken Financial for 2025 tax year services. Successful referrals who pay for our services before completion of your 2025 returns will be immediately credited for $50 each on your 2025 invoice for our services. Any successful referrals who pay for 2025 services after we complete your 2025 returns will be credited on your invoice for 2026 tax preparation services as long as you're still working with Hoboken Financial. Successful referrals may be either direct referrals or referrals from registered pros (see below). Individual pros registered by multiple clients will only be assigned and earn credit for the Hoboken Financial client who registers them first.

How to Claim the Credit
1. Complete this Client Signup Form to confirm you'd like to work with Hoboken Financial for the 2025 tax year. Filling this out is a good idea even if you don't want to participate in the referral program. If you’re a new client starting with 2025 services, simply have a new engagement letter signed with Hoboken Financial.

 

2. Send the 2025-2026 Referral Link to your real estate investor network. It'll take 30 seconds or less for them to complete before booking an intro call with us. You can simply copy and send this link to anyone who might be interested in our services: https://www.hobokenfinancial.com/referral-25-26

 

3. Consider completing one or multiple Pro Registration Forms. If you can encourage your lenders, insurance agents, real estate agents, or other real estate professionals to refer our services, we'll give you the credit when they do! The referred individual just has to mention your registered pro on their intro call. 

 

4. Receive a $50 credit against your tax preparation services for each successful referral that you or your registered pros make to Hoboken Financial, up to the total cost of your 2025 services.