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Get $50 Cash App
Now Per Referral.

For 15 days only, earn $100 for every successful referral — $50 now when they file, and $50 more after the tax season. Don’t wait!

Submit Referrals

Payout is issued only after your referral completes their 2025 tax return by March 11 at 11:59pm CT.
Refer to the Terms & Conditions below for full details.

How It Works

Four simple steps between you and weekly payments.

Submit referrals

Fill out the referral form below with the contact info of people you know who need tax help. Max of 5 referral per client

We contact them within 24 hours

Our team personally reaches out to each referral to discuss their tax needs and answer questions.

They file + pay

Once your referral files their taxes and completes payment, you receive your first $50 payout.

You get paid weekly

Earn $50 more after their return is completed and accepted. Payments processed every week via your chosen method.
Referral Submission

Submit Your Referrals

Only submit people who gave you permission to share their info.

“I love the idea of rewarding our clients now and later. When your referrals win, you win.”

— Yvonne Cobb, CPA

Frequently Asked Questions

Everything you need to know before you start.
What is the referral payout?
$100 total per qualified referral.
  • $50 paid weekly (typically the Friday after your referral schedules and pays)
  • $50 paid in May after tax season once the return is completed
How many people can I refer?
Each participant may refer a maximum of 5 people
How will I get paid?
Most payouts are sent via Cash App.
  • You’ll enter your Cash App username in the referral Jotform.
  • If you don’t have Cash App, you can request any other payment instead.
When/how and on what day are referral payouts issued?

The first $50 is paid the Friday following the date your referral schedules and pays. Weekly payouts go out on Fridays (for referrals that scheduled and paid that week).

When do I receive the second $50 payment?

The second $50 is paid in May (after tax season) once the referral’s tax return is completed.

What makes a referral “qualified”?
A referral is qualified when they:
  1. Schedule an appointment, and
  2. Pay for services, and
  3. (For the May payout) their return is completed
Do they have to mention my name?

Yes—your referral should either:• Use your link (if provided), or• Enter your name on the referral form, or• Tell the team your name during schedulingTip: The safest route is using the referral Jotform so nothing gets missed.

Can I refer someone who is already a client?

No. Referrals must be new clients only to qualify for the referral payout.

Is there a deadline to submit a referral?

Referrals should be submitted before or at the time your referral schedules. If submitted after they’ve already booked, we may not be able to match it correctly.

What if my payment details are wrong or need to change?
If the Cash App name is wrong, payment may be delayed. Contact support and provide:
  • Your name
  • Your referral’s name
  • Correct Cash App name 
    Yes. If you need to switch from Cash App to ACH (or vice versa), notify the team as soon as possible to avoid delays.
How do I know my referral qualified and why might payment be delayed?

In most cases, you won’t get automatic notifications—but you can request a confirmation if needed. (Some teams also send a quick “your referral is booked” message.)

Most common reasons:
  • They haven’t paid yet
  • Their appointment isn’t scheduled
  • Their name doesn’t match what was submitted
  • Cash App handle is missing/incorrect
  • They were an existing client
What happens if they schedule or pay but dates change?

The weekly $50 is triggered only after they schedule and pay.

As long as they’ve paid, your first payout should still process (timing may vary slightly depending on when payment is confirmed).

Can I refer myself (using a different number/email)?

No. Self-referrals aren’t eligible.

Can two people claim the same referral?

Only one person can receive the payout per referral. If multiple people submit the same person, the team will use the first verifiable submission (or the one the referred client confirms).

Are there any restrictions on who I can refer?

Referrals must be legitimate individuals/businesses seeking tax services. Any abuse (fake referrals, duplicates, etc.) may result in disqualification.

Does the referral payout count as income?

Yes—referral payouts may be considered taxable income. If needed, you may receive tax reporting documentation depending on total annual payout amount.

Terms and Conditions.

1. Program Eligibility
The 15-Day Fast Cash Referral Program is available exclusively to existing TakeAway Tax clients in good standing. Participation constitutes acceptance of these terms. TakeAway Tax reserves the right to disqualify any participant found to be in violation of these terms.
2. Referral Requirements
All referrals must be new clients who have not previously engaged TakeAway Tax for tax services. Self-referrals are strictly prohibited. You may only submit individuals who have explicitly given you permission to share their contact information.
3. Payout Structure
Referrers earn $100 per completed referral, paid in two installments: $50 upon the referred individual filing and completing payment for tax services, and $50 upon completion and acceptance of their tax return. No payout is issued for referrals that do not result in a completed, paid engagement.
4. Payment Processing
Payouts are processed on a weekly basis via the payout method selected by the referrer at the time of form submission. TakeAway Tax is not responsible for delays caused by third-party payment processors. Payments are subject to standard processing times.
5. Verification & Fraud Prevention
TakeAway Tax reserves the right to verify all referral submissions and withhold payment pending investigation of any suspected fraudulent activity. Duplicate submissions, falsified referrals, or any attempt to manipulate the program will result in immediate disqualification and forfeiture of any pending payouts.
6. Privacy & Data Use
Contact information submitted for referrals will be used solely for the purpose of tax service outreach by TakeAway Tax. We will not sell, share, or use referral contact data for any purpose beyond direct tax service communication. All data is handled in accordance with our Privacy Policy.
7. Program Modifications & Termination
TakeAway Tax reserves the right to modify, suspend, or terminate the referral program at any time without prior notice. Changes to the payout structure or program terms will be communicated to participants. Referrals submitted prior to any program change will be honored under the terms in effect at the time of submission.
8. Limitation of Liability
TakeAway Tax’s total liability to any participant under this program shall not exceed the total payout amount earned by that participant. TakeAway Tax is not liable for indirect, incidental, or consequential damages arising from participation in this program.
9. Governing Law
These terms are governed by the laws of the applicable jurisdiction in which TakeAway Tax operates. Any disputes arising from participation in this program shall be resolved through binding arbitration.