Current Discounts & Referral Programs

Tax Planning Discount

• Rate: $50 per hour
• Restrictions: Cannot be combined with any other discount
• Expiration: Valid through December 31, 2026

ATS Referral Program – Tax Preparation

• Earn $10 off your tax preparation fee for each new client you refer who completes their taxes with us in 2026.
• Timing of Discounts: Referrals made before your 2026 appointment reduce your 2026 tax preparation fee.

          Referrals made after your 2026 appointment reduce your 2027 tax preparation fee.

• Maximum Discount: The total discount cannot exceed the cost of your tax preparation fee in a given year. Any additional referral credits roll over to the following year.

ATS Referral Program – Bookkeeping

• Refer a new bookkeeping client and receive one free hour of bookkeeping once the referred client or business completes at least one hour of bookkeeping services.

Cash or Check Payment Discount

• 3% discount when paying with cash or check.
• This discount is already reflected in the prices listed on our pricing page.