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Refer a Friend

Send someone our way and earn account credit.

When you refer someone to GHL and they become a paying client, we add a credit to your account as a thank-you. Just let us know before their service begins — the credit is yours as long as they don't name a different referrer when they sign up.

When your referral signs up for…

  • Monthly bookkeepingYour account credit: $150
  • Personal tax preparationYour account credit: $50
  • Business tax returnYour account credit: $100
  • Trust return (low-usage)Your account credit: $100
  • Trust return (normal-usage / fully operational)Your account credit: $200

Rewards are applied as credit to your GHL account only — they have no cash value and may be taxable to you. Full details are in the Referral Program Terms.

Your details

So we can match the credit to your account.

Who you’re referring

Add at least one way for us to reach them.

Before you submit

For everyone's security, do not include Social Security numbers, account numbers, or tax documents in this form. GHL will follow up through a secure channel if any records are needed.

GHL Financial Services is not a CPA firm and not a law firm, and does not provide legal, CPA, or investment advice.