Referral Agent Tax Form

First Name *

Last Name *

Name of Tax Preparer: *

Chris Ridge
Jerwanna Hart
Kajah Hunt
Saniya Lockhart
Quesha Perkins
Veronica Kelley
Alexis Collins
Rickia Caraway
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Your Date of birth *

Email *

What is your Profession?

Phone *

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

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
Venmo
Apple Pay
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Account Number *

Name of Bank *

Routing Number *

Referrer Information

Referral Bonus Details:

1-5referrals: $50/person
6-20referrals: $100/person
25-referrals+: $200/person

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

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