Referral Program Terms & Conditions
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IRS Circular 230 Disclosure: Any tax advice provided on this website or through consultations is not intended to be used for the purpose of avoiding penalties under the Internal Revenue Code. Clients should seek professional tax guidance tailored to their individual circumstances.
For more information, visit the official IRS website: www.irs.gov
IRS Notice: Referral rewards may be considered taxable income. If your total referral earnings exceed $600 in a calendar year, Diana Tax & Financial Consulting LLC is required by law to issue a 1099-NEC form for tax reporting purposes. Recipients are responsible for reporting and paying any applicable federal, state, or local taxes on referral payments.
- The program is open to U.S. residents aged 18 and older.
- Self-referrals (filing your own return and attempting to claim a referral reward) are not allowed.
- The referred client must be a new customer who has not previously filed with Diana Tax & Financial Consulting LLC.
Payment & Tax Reporting
- Referral rewards may be subject to taxation. If your referral earnings exceed $600 in a calendar year, we are required to issue a 1099-NEC tax form for reporting purposes.
- You are responsible for any federal, state, or local taxes on referral payments received.
Program Limitations
- The referral must be successfully completed before a reward is issued (i.e., full payment received and tax return filed).
- If multiple people claim to have referred the same client, only the first recorded referral will be paid.
- This program cannot be combined with other promotional offers unless explicitly stated.
Fraud Prevention & Compliance
Diana Tax & Financial Consulting LLC reserves the right to withhold payment and disqualify participants if fraud, manipulation, or abuse of the program is detected. Examples of prohibited actions include:
Referring fake clients or submitting fraudulent tax returns
Misrepresenting the program to manipulate referral payouts
Any activity that violates IRS or state tax regulations
Referring fake clients or submitting fraudulent tax returns Misrepresenting the program to manipulate referral payouts Any activity that violates IRS or state tax regulationsWe reserve the right to modify or terminate the referral program at any time without prior notice. All valid referrals submitted before any program changes will be honored under the terms in place at the time of referral.
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IRS Compliance Disclaimer
Diana Tax & Financial Consulting LLC complies with all IRS regulations and professional tax preparation standards. Our services adhere to the requirements set forth by the Internal Revenue Code (IRC), Circular 230, and all applicable federal and state tax laws.
- We operate in accordance with IRS Circular 230, which governs the conduct of tax preparers and prohibits misrepresentation, negligence, and unauthorized tax practices.
- Our firm follows IRS e-file security and privacy protocols to protect client data and ensure the secure transmission of tax returns.
- All tax advice provided is based on current IRS guidelines and regulations. Clients are responsible for providing accurate and truthful financial information.
- Participation in any refund advance programs, tax credits, or deductions is subject to IRS eligibility criteria and verification.
IRS Circular 230 Disclosure: Any tax advice provided on this website or through consultations is not intended to be used for the purpose of avoiding penalties under the Internal Revenue Code. Clients should seek professional tax guidance tailored to their individual circumstances. For more information, visit the official IRS website: www.irs.gov_______________________________________________________
IRS Notice: Referral rewards may be considered taxable income. If your total referral earnings exceed $600 in a calendar year, Diana Tax & Financial Consulting LLC is required by law to issue a 1099-NEC form for tax reporting purposes. Recipients are responsible for reporting and paying any applicable federal, state, or local taxes on referral payments.