W$R Tax SolutionsHoliday Circle
DECEMBER LOYALTYHoliday
funds
$25–$500WHERE THE MONEY RESIDESFor our W$R family. Returning or new, you’re welcome to join the interest list. Individual offers are subject to confirmed eligibility and terms.
THE W$R HOLIDAY CIRCLE
$25–$500
Your loyalty.
Our holiday love.
For returning and new W$R tax clients.
Planned Holiday Cash offers. Eligibility, available funds and confirmed program terms apply.
Join the W$R Holiday CircleFree to join the interest list. Signup does not guarantee a payment.
YOUR CIRCLE. YOUR CONNECTION.
A little holiday love from W$R.
W$R Tax SolutionsKeep it simple
YOUR NEXT STEPHow
it works
01 Join the circle02 Review eligibility03 Get updates
SIMPLE STEPS. HOLIDAY LOVE.Your invitation starts here. Share your contact details and W$R connection. We’ll follow up with availability and qualifying steps.
W$R Tax SolutionsStay connected
IN THE CIRCLECircle
updates
STAY IN THE KNOW THIS SEASON.Be part of the circle. Join for confirmed program information and tax-season next steps. Choose your contact consent on the signup form.
THREE EASY STEPS
Get connected. Stay in the circle.
Join the circle
Join the free interest list as a new or returning W$R tax client. Include a referral code and preferred preparer if you have one.
Review eligibility
We’ll share confirmed availability and qualifying terms. Joining does not approve an amount or reserve funds.
Get updates
Watch for W$R follow-up about Holiday Cash and tax-season next steps, based on the contact consent you select.
YOUR INVITATION STARTS HERE
There’s room
in the circle for you.
New or returning, get connected with W$R. Tell us how to reach you and who brought you here.
Bringing your people? Open your referral account ↗Holiday Cash offers and referral rewards have their own terms. Joining does not initiate a payment.
Referral code:
Your code will be included for W$R to review.
Your code will be included for W$R to review.
Join the W$R Holiday Circle
Your name. Your email.
Your W$R connection.
No payment or tax documents needed. Joining doesn’t guarantee a reward or funds.
Before you join.
Is this free? Do I need a paid account?
Joining the holiday list is free. It doesn’t open or require a Builder, Capital or Reserve account, and it doesn’t enroll you in a funding product.
How do I make sure my referral is connected?
If you received a W$R Holiday Circle link with a referral code, we’ll carry that code into signup. You can also enter the code directly on the form. W$R reviews referral connections before recording credit. If you already have a personal W$R referral link, keep sharing that original link for its existing referral pathway.
How does the $25–$500 Holiday Cash offer work?
This is the planned amount range for our December loyalty campaign. New and returning tax clients can join the interest list. W$R must confirm program availability, qualifying criteria and terms before making an individual offer. If an offer becomes available to you, your amount and terms will be explained before you accept. Signup alone does not approve or release funds. Referral rewards have separate qualifying terms.
Can I choose who prepares my taxes?
You may include a preferred W$R tax professional on the form. We’ll review your preference and follow up about availability. Joining the list does not book an appointment or commit you to a tax service.
What information should I share?
Only your own name, email and optional contact or referral details. Please leave out SSNs, tax returns, ID uploads, banking details, payment card details and other people’s personal information. You may ask W$R to stop follow-up at hello@wsrwealth.com.
WHERE THE MONEY RESIDES