UNIVERSAL FINANCIALS

REFER A FRIEND

Refer a Friend(s) and Win Rewards.

If you are an existing customer, please Login to your account to Refer your Friend(s). This enables you to keep record of all your Referred Friends.

10% Referral Bonus

Receive 10% of the fee paid by your friend as referral bonus

TOP THREE Referral Program

You can participate in ‘Top Three’ program and win FREE trip to India, iPhone, or iPad Air!

Loyalty Discount

You can become eligible to receive loyalty discount when you file your Taxes next year

Refer a Friend Now

CONNECT & EARN

Refer Your Friend Today

Fill out the form below to share your friend’s details and start enjoying your referral rewards.

WINNERS RESPONSES

Hearty Congratulations to all our Prize Winners

Celebrating the achievements of our valued clients who participated in the Refer a Friend program over the years.

TY2024 - Prize Winners Leaf

Earned Rewards, Experienced Excellence!

Hey, thank you for the hard work and personal attention your team gave to make sure everything was filed smoothly and timely in the heck of the moment. Go with the same flow your consistent and reliable support will help you to gain more business. I will recommend your firm to my contacts for the upcoming tax filing in USA.

Lakshmanan, TX

Rewarded for a Hassle-Free Filing!

I would like to truly thank you for the work you did during this year tax-filing. Despite we being overseas, applying and getting ITIN for my spouse was easy. Your team really helped me a lot by clarifying all my doubts and your continuous follow up made my tax filing smooth. Will surely refer my colleagues and friends to you this year.

Yuvaan, Bengaluru

Reliable Service, Rewarding Experience!

Your excellent support for incorporating my business in AZ and filing my business return is commendable. Right from beginning, your team handled the process with utmost care, attention and guided me whenever I had doubts about the process. Thank you for making me feel confident that everything was filed accurately and on time. I also appreciate your consideration for the referral reward and thank you for this gesture.

Arjun, AZ