Referral Agent Tax Form

Name of Tax Preparer: *

Natausha Williams
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Your First Name *

Your Last Name *

Your Date of birth *

Your 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

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
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Account Number *

Name of Bank *

Routing Number *

Referrer Information

Referral Bonus Details:

1-5referrals: $25/person
6-20referrals: $50/person
25-referrals+: $75/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

Sign Here *

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