Yes, our business has flourished based on the word of mouth of our clients and for this we are much obliged. As such, the Valerio Tax Edge Loyalty Rewards Program was established to reward our clients for their continued patronage and referrals.
Our program is straightforward and is simply designed to be a They win, You win, We win!
1) Each new client or business that you refer will get a $50 discount when mentioning you as the referee.
2) Once services are completed, we will reach out to see if you would like a reward check sent out immediately ($25 individual/ $75 business) OR prefer to have a larger Loyalty Appreciation Credit applied to your account with us ($40 individuals/ $100 business). Loyalty Appreciation Credits will be retained and applicable for future year returns and are only applicable to the tax preparation fees associated with the referrer, not their extended family.
While the decision for a credit versus the immediate check is yours to make for each referral, decisions are final and due to record keeping requirements are not exchangeable.
There is no limit to the number of referrals/ loyalty credits that you can earn. However, a credit for a year’s return cannot exceed the value of the return. A credit balance if greater than your bill will be maintained on your account to apply toward future years.
Loyalty appreciation credits remain available for all clients with accounts in good standing. In order to retain your credit balance, you must have filed a return with our office in the previous year. Once a filing period has lapsed, loyalty appreciation credits may be cleared.
The terms of the rewards program may change at any time and terms and conditions will be appropriately updated on this site.
Participation in the rewards program is express consent to these rules and conditions.
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200 Platt Lane, Milford, CT 06461
(203) 283 - 9204
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