Know someone stressed about taxes? Send them my way.

Moms with a side hustle, travel nurses, anyone who wants tax help in plain words. Share their name, and I'll reach out once, kindly, with no pressure.

How it works

Ask your friend first

Make sure they're okay with me reaching out.

Fill in the form

Your name and theirs. It takes one minute.

I say hello

I send one friendly email. Your friend decides if they want help.

My thank-you to you: $25 off your next session for each friend who books.

Refer a friend

Leave this empty

About you First name Email Your phone (optional) Yes, text me tax tips and deadline reminders. Up to 4 texts a month. Message and data rates may apply. Reply STOP to opt out anytime. Not required to refer a friend.

About your friend Friend's name Friend's email Friend's phone (optional) Anything I should know? (optional)

My friend knows I'm sharing their contact info and said it's okay for Cassie to reach out.

I never add your friend to my email or text lists, and I never sell anyone's information.