Do you offer discounts for returning clients?

Yes, Zenith Financial values long-term client relationships and offers loyalty pricing for returning clients. We believe that continuity with your tax professional leads to better outcomes, and we want to reward clients who trust us year after year.

Returning clients benefit in several ways. First, we offer a returning client discount on our standard pricing — typically 10-15% off the base rate for your filing tier. This discount reflects the efficiency gains we achieve from familiarity with your tax situation and the availability of prior year data.

Second, returning clients often benefit from a smoother, faster process. Since we have your prior year return on file, we already understand your income sources, account structure, and optimal tax strategy. This means less time gathering information and more time on optimization and planning.

Third, we provide proactive year-end tax planning communications to returning clients. Before the end of each year, we reach out with personalized recommendations based on your specific situation — such as timing of income, contributions, or other tax-planning moves that could reduce your liability.

We also offer referral benefits: when a returning client refers a new client who engages our services, the referring client receives a credit toward their next year's filing fees.

For clients with consistent, simple situations (same country, same employer, same basic setup year to year), we may offer streamlined renewal pricing that reflects the reduced preparation time required.

Our goal is to build lasting relationships with clients who are well-served by our expertise. Many of our clients have been with us for multiple years, and the deepening understanding of their tax situation over time allows us to provide increasingly sophisticated and personalized tax planning advice.