Refer a Friend Program

The best compliment is a referral. So, don’t keep Loeffler Financial Group a secret! Refer a friend for our tax preparation services in Lancaster, PA for a chance to win! In the months of February and March, our team will be offering a new prize to the lucky winners.

In the month of February, we’ll be giving away a romantic dinner for 2 at the Belvedere ($100 gift certificate) in Lancaster, PA along with a bottle of delicious wine to finish any great date night. In the month of March, we’ll be giving away a sturdy Loeffler Financial Group Titleist Golf Bag- just in time for Spring golf.

How It Works

Referral Program

It’s simple, help your favorite local financial business grow by doing this…

  1. Book your Tax Preparation Services at Loeffler Financial. Then, grab our referral cards at the front desk.
  2. Write in your name and share with your friends and family.
  3. Have your friend book an appointment.
  4. When complete, have them drop the card in our office bucket.
  5. Check our Facebook page to see if you won!


  1. Referrals must be new clients
  2. Each new referral equals 1 entry per person (referee and referral)
  3. Drawings will be announced on our Facebook page.
  4. February Drawing Entries ( January 23rd – February 28th) Announced on March 1st
  5. March Drawing Entries (March 1st – April 18th) Announced on April 19th

Second Quarter Estimated Tax Payment Due

June 17, 2024

Please note: As June 15, 2024 falls on a Saturday, Sunday, or legal holiday, the due date is moved to the next business day.

File Your Tax Returns

Let's Get Started By Scheduling Your Appointment

Book Now!