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Choosing our Referral Package ensures your tax return experience is handled with the utmost care and simplicity.
We uphold our Simple Life Promise by providing you with a seamless, stress-free process. Your report will be thoroughly reviewed by our seasoned tax experts, each with years of specialized experience.
Additionally, your final report is reviewed to ensure accuracy, and compliance.
With this package, you receive precision, peace of mind, and the confidence that your taxes are in expert hands.
What is included:
What is included:
Advisor meetings through Teams or Zoom applications.
Advisor continues to check-in your information and final report for 24 hours.
Unlimited Advisor service for 1 month.
Tax report finalized after recommended friends have scheduled appointment.
Advisor Meetings
An advisor will reach out to you to meet at your most convenient time using either MS Teams or Zoon applications. No lines and no waiting, the experts go to you!
Check-Ins
Our advisors continuously review your information to ensure no eligible credits are overlooked. They carefully review your information to uncover any missed opportunities—helping you maximize your return with unmatched accuracy, full compliance, and smart optimization powered by experience and technology.
Your report — completely free after your friend schedules an appointment with us.
We stand by our promise: once your friends have completed or scheduled their tax appointments with Simple Life or any of our partner services, your report is on us.
Because sharing the Simple Life experience should always come with rewarding benefits.
Unlimited Advisor service for 1 month
Our advisors will continue answering any questions or review further information at no cost-We are here to make your life simpler!
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