Don’t keep us a Secret!

Did you have a great experience with Cerebral and know someone who may benefit from our services?

Refer your friends and colleagues to us! They’ll get a FREE Tax Solution Session and you will get rewarded too.

How It Works?

1

Refer a friend or colleague

2

They get a FREE Tax Solution Session

3

You get
rewarded too

1) Refer a friend or colleague

It’s super easy.  Just send an email introducing Cerebral to your friend/colleague and make sure to CC us on the email (alexis@cerebraltaxadvisors.com).

Once we receive your email, we will personally get in touch with the referred person to schedule their first call.

Not sure what to include in the introductory email? To make it even easier we drafted an email copy that you can use, but feel free to change it as much as you want.

See the email example

2) Your friend/colleague receives a FREE Tax Solution Session ($500 value)

On our initial Tax Discovery Session with your friend or colleague, Alexis will gather all the necessary information we need to start the assessment on their tax situation. After performing a preliminary tax analysis we will schedule a Tax Solution Session (TSS) where we will show them:

  • Our preliminary tax strategies
  • The conservative amount of annual tax savings we expect them to achieve by following these strategies
  • The return on your investment (ROI) in our services

We usually charge $500 for the TSS, but since you are referring them to us, they will receive it for free!

3) You get rewarded too

For every person that you refer to us who becomes a Cerebral client, we will give you a $500 gift. 

You can choose to receive it as:

  1. A gift card, 
  2. Apply it as credit towards future services with Cerebral, or 
  3. Have us donate it to the charity of your choice.  

The best compliment we can receive is a referral from one of our valued clients!

Email Example

Subject: A tax advisor you may be interested in

Hi [friend/colleague], I hope all is well with you.  I want to introduce you to Alexis Gallati and the Cerebral Tax Advisors team as their services may be beneficial to you too. I have been working with Alexis to help me achieve my financial goals, and she asked me if there was anyone else who may benefit from their expertise, so I thought of you.

I believe you may already be working with another tax advisor or CPA, but Alexis impressed me so much that I thought I’d share! 

If you don’t mind she will be reaching out to you in the next couple of days to get to know you and discuss your needs and concerns.  

In the meanwhile, feel free to check out their website to learn more about Cerebral Tax Advisors: www.cerebraltaxadvisors.com/

Best,

[Your Name]

Did we provide a great service but you don’t have anyone to refer at this moment? We would appreciate it if you can leave us a compliment.