TAXSERVICE2U - San Francisco CPA Accountant 409A 123R 141R Valuations


Referral Appreciation Program

Referral appreciation payments are currently $750 per qualifying transaction.

While it is expected that most brokerage transactions will qualify for this program, unfortunately certain transactions do not qualify:

  • Transactions under $5,000 in gross amount
  • Transactions in which Steve Rabin CPA is neither party nor broker
  • Transactions wherein incentives are not allowed under California code, sections 5061 and 5035.2, or otherwise
  • Transactions involving public accountancy services, financial products, financial services or securities (in the unlikely event we ever offer any such services)

If multiple referral sources result in a qualifying transaction, payments are divided at the sole judgment of Steve Rabin CPA. Payments issue when funds are received from closing of the underlying transaction.


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