Referral Agent Tax Form

Full Name *

Your Phone # *

Date of birth *

Phone *

I agree to terms & conditions provided by the company. By providing my phone number, I agree to receive text messages from the business.

Email *

What is your Profession?

Do you have a side hustle? If yes, state it below. If no, enter N/A

Name of Bank *

Account Number *

Routing Number *

Payment will be sent via Zelle, Apple Pay, Venmo or Cash App. Please enter your payment method below with your information. Please insert information accurately.

Zelle
Cash App
Apple Pay
Venmo
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Referrer Information

Referral Bonus Details: HOH only

5 referrals: 4 months credit repair
8 referrals: $500 car note paid
12 referrals+: mortgage/rent paid

Referred First Name *

Referred Last Name *

Referred Phone Number *

Referred email address *

Terms and Conditions :

Client must file their taxes with my company.
Referral fees will be paid to you when client receive their tax refund.
If a client's refund is offset due to IRS debt, referral money will not be distributed.
Attach government ID (driver's license, state ID, passport) Cannot be expired

Owner's Driver's License/ ID Upload *

*

I'VE READ, UNDERSTOOD AND AGREE TO THE TERMS & CONDITIONS ABOVE

Sign Here *

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