Referral Program Terms & Conditions

Effective Date: October 15, 2025 - April 15, 2026

1) Eligibility & Definitions

  • Referrer: An existing client of Bing Luo CPA who shares their unique referral code with others.
  • Referred Friend: A new client to Bing Luo CPA (no active or prior engagement in the last 12 months under the same name, entity, email, or controlling owner) who uses the Referrer's unique code when signing up for services.
  • Finishes a Tax Preparation Service: The friend’s tax return is prepared and filed (or delivered if filing is not required), all invoices are paid in full, and no refund/chargeback is pending.
  • Completes the First Month of Bookkeeping: The friend signs an active monthly bookkeeping engagement, completes one full billing cycle, and pays the first month’s invoice in full with no refund/chargeback pending.

2) Rewards

  • Tax Preparation Reward: $100 per referred client after completing a tax preparation.
  • Bookkeeping Reward: $300 per eligible bookkeeping sign-up after the friend completes and pays for the first month.

3) How Tracking Works

  • The friend must provide your referral code at or before sign-up, or in the initial discovery/engagement stage.
  • If multiple referrers claim the same friend, we credit the first valid code received by Bing Luo CPA.
  • We may request reasonable proof to validate the referral (e.g., how you know the friend) strictly to prevent abuse.

4) Payout Method & Timing

  • Rewards are issued via ACH transfer within 30 days after the qualifying event is verified (see Section 1 definitions). We will contact you to set up the transfer.
  • You may choose to receive your reward as a credit toward your next invoice instead of cash.
  • If an engagement is refunded, reversed, or unpaid, the associated reward is not earned (or may be clawed back if already paid).

5) Exclusions & Limitations

  • Self-referrals (including your own entities, household members at the same address, or entities you control) are not eligible.
  • No spamming: You must share your code only with people you know or via lawful, non-spam methods. Unsolicited mass emails, social media blasts, or other spammy tactics to share your code violate our terms and may lead to disqualification.
  • Due to capacity limits, we may not be able to accept every new client.
  • Cannot be combined with other referral incentives for the same engagement unless we agree in writing.

6) Privacy

  • Share your code only with people who consent to hearing from you. Do not share others’ personal information with us without their consent.

7) Program Changes & Termination

  • Bing Luo CPA may modify, suspend, or terminate the program (or these terms) at any time. Changes apply prospectively; previously earned, unissued rewards tied to already-qualified events will still be honored.
  • We may disqualify referrals or participants for fraud, abuse, or violation of these terms.

8) Dispute Resolution

  • Any disputes will be handled under the laws of California.
  • If a court finds a provision unenforceable, the remaining provisions remain in effect.