Referral FAQ


Tax Max Rewards Rules:
When you refer a new customer to TRS Tax Max, besides receiving $25 cash, you will also receive $10 in TRS Tax Max rewards. These rewards dollars can be used to reduce the tax preparation fees on your own federal and state tax return. If you have enough rewards dollars earned, you could file your tax return for FREE! Plus, TRS Tax Max will reward you back 10% in rewards dollars based on what you paid last year to file your tax return with TRS Tax Max again. For example, if you filed last year with TRS Tax Max and paid $120 in tax preparations fees, TRS Tax Max will automatically place $12 in your TRS Tax Max rewards account to be used when you file again with us! There is no limit to the amount of TRS Tax Max reward dollars you can earn. To receive the $10 in TRS Tax Max rewards, the referral customer must be a new TRS Tax Max customer and tax preparation fee must have been collected.
Tax Max Rewards Rules:
For every new customer that you refer to us and files their tax return through your personalized referral link, we will pay you $25 by Venmo, CashApp or PayPal. All referral cash will be paid out on a monthly basis and sent the payment option created under your account. No limit to the number of referrals. Referral must be a new customer to TRS Tax Max and tax preparation fee must have been collected.

FAQ


Q: When I refer a customer, how do you know it came from me?
A: Once you login to your MyFederalCheck.com account, click on the green tab in the upper right hand corner called “Profile Data” and click on “Account”. You will create your own referral code that is unique to you. The next field below will provide you a web site link that you can send to your friends and family. All tax filings that come from your link will be credited to you.
Q: Can I post this web link on my social media accounts like Facebook, Instagram, X, Snapchat, TikTok, etc…?
A: Yes. All filings that come from your link will be credited to you.
Q: I referred 4 customers, what does that get me??
A: You will receive $100 in Referral CASH that we will pay to you via CashApp, PayPal or Venmo.
Q: How do I select how I want my Referral CASH to be paid to me?
A: Once you login to your MyFederalCheck.com account, click on the green tab in the upper right hand corner called “Profile Data”. Then click on “Account”, select your option under “Referral CASH payment option” and then enter your phone number associated with that account in the field below.
Q: What if I need to change my Referral CASH Payment Option or associated phone number?
A: You will log into your account, and update your information under Profile Data.
Q: Is there really no limit to the number of new customers I can refer?
A: Correct, no limit. If you refer us 100 new customers, we will send you 100 x $25 for a total payment to you of $2500. We will also add Tax Max Rewards of 100 x $10 for a Tax Max Rewards balance of $1000. This can pay for your preparation of your tax returns for years to come.
Q: Do I have to be a current or prior customer to take advantage of Referral CASH and Tax Max Rewards?
A: You do not. You will create an account by clicking on “Create Account” which is the red button in the upper right hand corner. Once you create your account, you can start referring customers using your Referral web link.
Q: What if I don’t have a CashApp, PayPal or Venmo account?
A: You can download one of those apps. It only takes minutes to create an account. Once you setup your CashApp, PayPal or Venmo account, you can go back into your “Account” and enter the information. OR, you can use a friend or family member’s account until you are ready to have your own.