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Referral Policy

MetaFin Consulting, LLC and its financial wing Universal Financials is one of the fastest growing firms that have gained reputation of offering timely and accurate services at all times. If our dedicated and highly committed team is one of the reasons to make this possible, the other and most important reason is our valuable Customers. Without the kind support and cooperation of our clients, we would not have been at a place where we are today. We are always thankful to our customers who have been supporting us all along.

In return of this kind gesture of our clients like you and in order to take our services to many more customers, we have newly introduced a 'Referral Policy' which not only can help us to reach new customers but can also benefit you monetarily or otherwise.

What is covered under this program?

'Referral Policy' (or Refer a Friend program) gives you an opportunity to earn some extra income by telling about our US Income Tax Return Filing Services to your Friends, Colleagues and Relatives.

How are you Benefited?

By Referring your Friends, Colleagues and Relatives to file their US Income Tax Returns with Universal Financials, you shall qualify for -

10% Referral Bonus - Become eligible to receive 10% of Fee paid by your Referral as 'Referral Bonus' - On Successful filing of US Income Tax Return for Tax Year 2019 by your referral with Universal Financials, you shall become eligible to receive 10% of the amount your referral pays to us towards Tax Return Filing charges.

'Top Three' Referral Program - Gain an opportunity to be part of the lucky 'Top Three'- If you are one among the top Referrals, you have a chance to win FREE TICKET TO INDIA, APPLE IPHONE and SONY DIGITAL CAMERA. Apart of these, there are many more prizes to be won.

Corporate/Group Discount - Universal Financials also offer Corporate/Group Discount for customers who come in groups to file their Individual Income Tax Return for the Tax Year 2019. The discount percentage shall be as under -

Group of 3 - 5 Taxpayers


Group of 6 - 15 Taxpayers


Group of 16 - 25 Taxpayers


Group with more than 25 Taxpayers


Points to Note:

  • The said Referral Policy is applicable only towards filing of United States Individual Income Tax Return for the Tax Year 2019.
  • The person whom you refer should not be an existing customer of Universal Financials.
  • All payments under the Referral program including dispatch of gift items under the 'Top Three' Referral plan shall be made after May 31, 2020.
  • The minimum referrals per individual must be more than 'five' to participate in 'Top Three' Referral program.
  • Individuals who have claimed discount or are covered under any 'Corporate/Group Discount' program will not be eligible to participate in 'Top Three' Referral program.
  • Images given in the website are only for an indication and doesnot resemble the actual prizes. The color and features of actual prizes may vary.
  • All precautions shall be taken to conduct the Referral program fair and transparent but in case of any dispute, the decision of Universal Financials shall be final and cannot be challenged.

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