Referral Program Terms and Conditions

As a Referral (a “Referrer”), you are subject to Pickering Williams & Magee's Terms of Use and Privacy Policy (both available on our website), as well as the following additional Terms & Conditions for Pickering Williams & Magee Referral Program

Users may participate in the Program by accessing “Referral Program" on our website at www.pwmtaxprep.com,  and following the on-screen instructions to refer as many Potential Clients as they want to Pickering Williams & Magee.

Qualified Referral. A Qualified Referral is defined as a business transaction made at Pickering Williams & Magee by a person (a "Referred Client").  You are limited to one Qualified Referral for each Referred Client; in other words, additional/repeat transactions made by a Referred Client are not counted as additional Qualified Referrals. 

Referred Client. The Referred Client and the Referrer cannot be the same person. The Referred Client is a person who has never made a purchase at Pickering Williams & Magee prior to participation in the Referral Program. 

Referral Rewards. For you to earn referral rewards as a Referrer, the Referred Client must complete an invoiced service subject to tax preparation, credit restoration/repair, accounting {bookkeeping, budgeting, forecasting, payroll}, and consulting.  Referral Rewards will only be granted for completed (paid) services made by Referred Clients. 
 
Reward Payments. A Reward valued at US $25 (twenty five US dollars) (the “Reward”) shall be awarded by Pickering Williams & Magee to the Referrer. Pickering Williams & Magee may set a maximum amount of Qualifying Referrals per calendar year with respect to aggregate Rewards that may be earned. Rewards can also be credited to Participant's account.  Rewards may be subject to verification by Pickering Williams & Magee in its sole discretion. Pickering Williams & Magee may withhold a Reward for investigation, or refuse to process any transaction it deems fraudulent, suspicious, or in violation of these Terms and Conditions, or if Pickering Williams & Magee believes it will impose an undue liability on it, its subsidiaries, affiliates or any of their respective officers, directors, employees, representatives and agents. All of Pickering Williams and Magee's decisions are final and binding, including decisions as to whether a Qualifying Referral Reward is valid.  As a Referrer, you are responsible for any and all tax liability resulting from Referral Rewards, i.e. 1099-MISC.

Eligibility. Eligibility is limited to individuals only. Pickering Williams & Magee's Referral Program cannot be used by businesses for affiliate lead generation as determined in Pickering Williams & Magee's sole discretion. 

Right to Cancel Program or Change Terms. Pickering Williams & Magee reserves the right to cancel the Referral Program or to change these Terms & Conditions at any time in its sole discretion. Any unclaimed referral rewards will be forfeited at that time. 

Indemnification/Liability.  By participating in the Program, Participants agree to release and hold harmless Pickering Williams & Magee and its respective affiliates and subsidiaries from any claim, demand, damage, loss, liabilities, costs or expenses (including legal fees, fines or penalties) caused by, arising out of, in connection with, or related to their breach of any applicable law or regulation and/or participation in the Program. This provision shall survive termination of the relationship between Participants and Pickering Williams & Magee.  Pickering Williams & Magee may prohibit a Participant from participating in the Program or receiving a Reward, in its sole discretion, if it determines that such Participant is attempting to undermine the fairness, integrity or legitimate operation of the Program in any way by cheating, hacking, deception, or any other unfair playing practices of intending to annoy, abuse, threaten or harass any other users or representatives of Pickering Williams & Magee.

The Program is operated by Pickering Williams & Magee from the United States. These Terms and Conditions shall be governed by and interpreted in accordance with the laws of the States in the United States of America for operation of the services by Pickering Williams Magee.