Referral Agent Form for Tax Preparation
  • Referral Agent Form for Tax Preparation

    Join the winning team and make some money! Refer your friends & family to filw their taxes with us and GET PAID! Real Simple!
  • We appreciate and value of our customers. Our business thrives and depends on your continued loyalty and support. With that being said, we would love to extend an opportunity for you to earn EXTRA CASH for tax season, simply by referring your friends and family to file their tax returns with our office.

    No experience necessary!

    Work from anywhere in any state

    Must be active on social media

    Share our tax flyer on your social media and tag us

    Spread the word by informing all your family and friends

    $75 for every QUALIFIED client you refer to us who gets funded*

    Referral fees will be paid when the client's refund has been deposited

    NO LIMIT on how much you can make

    Want something SWEETER? Referral Bonus

    REFER 5 PEOPLE, RECEIVE $500

    REFER 10 PEOPLE, RECEIVE $1,000

    *Must pay preparation fees without discount

     

    RESPONSIBILITY


    Please complete the form below to join the 2023 Referral Program. This is a 1099-NEC position, be sure to complete this form and its entirety. To be a successful team member you must be active on social media; Instagram, Facebook, TikTok, LinkedIn, etc. Your page should be open to the public and not set on private for you to successfully market and be seen by your audience. You will receive a Google form spreadsheet to keep up with each client you refer. Once the IRS issues your clients refund then you will be paid. There is no limit on how many clients you refer. If your clients refund is taken due to a debt, and or an audit you will not be paid, unless the client settles their tax preparation fees via invoice made by Your Vision Matters Consulting & Services/Top Notch Tax Preparation Service. Be sure you are targeting credible clients. I will supply all marketing materials such as flyers for you to use. I look forward to working with you!

    If you have any questions, you can email us at info@yourvisionmatters.org

  • Referrer Information

  • Payment Details

  • Terms and Conditions

  • Powered by Jotform SignClear
  • Should be Empty: