Dimov Associates utilizes ProConnect for managing the workflow — overseeing more than 100,000 client records and 10,000+ e-filed returns within the platform. Our team maintains active licensure in both the United States & Canada and serves local taxpayers & cross-border filers with equal expertise. Once your documentation is received, we commit to presenting general status updates & responses within 24 hours on business days.

This guide outlines how our referral system functions for both new & returning partners.

For incoming partners

Defining the referral code

The referral code has 2 uses during onboarding. 

First, you enter the referral at the final payment screen in order to activate a price reduction on services provided by Dimov Associates. It also links your purchase to the partner who referred you.

Available price reductions 

When you enter the referral code at checkout, the system applies the discount based on your purchase total:

• If the purchase is between $180 — $299.99 — $15 reduction is applied

• If the purchase is between $300 — $499.99 — $30 reduction is applied

• If the purchase is between $500 — $694.99 — $40 reduction is applied

• If the purchase amounts to $695 or higher — $50 reduction is applied

Please note that the opportunity remains active for only a period of 6 months following the purchase. Dimov Associates limits the number of new accounts accepted each year to maintain service quality. The referral offer ends once annual capacity is reached.

For established partners

The reason for sharing the Referral

This code is a digital voucher that you might distribute to your circle — coworkers & friends and relatives. It establishes a benefit for both sides: once they use the code, they simply pay less & you also generate a financial reward.

Processing

We issue this bonus as a direct refund. The funds return to the credit card / bank account associated with the latest transaction with us — in accordance with the engagement tiers presented in the section above.

I utilized your services previously, but I lack a code 

We began issuing referral codes to clients who engaged with us within the last three years. If you did not receive a code, contact us and we will help.

I seem to have misplaced my code. How do I recover it? 

If you are sure a code exists for your account but cannot locate it, simply send a request to hello@dimovtax.com. Please specify the email address utilized for billing & the approximate timeframe of the last payment in order for our team to assist you promptly with the missing information.

New client checkout

The following actions should be taken before completing the payment:

• Copy the referral — request the exact referral code from your contact / paste it directly into the field to prevent mistakes

• Timing — apply the text on the final payment screen prior to clicking “Pay”

• Format — there should not be double spaces; double-check similar characters — like the number 0 vs the letter O

• Troubleshooting — in the case of a rejected code, contact hello@dimovtax.com immediately. Indicate the billing email and the code used. 

Post-purchase — portal workflow & document gathering

Following the payment process, clients receive an invitation to the portal to complete intake questionnaires & upload documentation and present signatures. The secure environment protects the data & replaces the necessity for sensitive email attachments. 

For US–Canada filings, please compile income records from both nations. You will also require a valid photo ID for verification and e-file authorization.

Recommended preparation

Partner referral guidelines

Successful referrals prioritize simplicity & data privacy. Our current clients are encouraged to share the referrals — but please do not forward tax documents on behalf of others. If introducing a colleague, make sure you have their consent beforehand, and never indicate Social Security numbers in standard messages.

Best approach:

• Do — present the exact code & remind the new client to leverage our secure portal for all uploads

• Do — alert us to urgent deadlines or official notices

• Don't — attempt to submit paperwork for another person

• Don't — enter the same referral code in different buyer profiles

We frequently assist referrals regarding multi-state returns & corporate filings and IRS dispute resolution as well as complicated US–Canada cross-border tax obligations.

Program Objective 

The Dimov Associates referral program helps new clients save on fees and helps us connect with qualified referrals. We encourage you to distribute referrals to acquaintances & colleagues. 

Please contact us via the form below or write directly to hello@dimovtax.com.