Referral Intake Form

Referral Agent Intake Form
Get PAID for referring your friends and family for Tax Prep Services! Look at you getting caught being GREAT! Thank you for your interest in being a "Referral Agent" for Virtufin Precision Solutions Tax Company. We'd love to have you onboard! We don't believe in LEAVING ANY COINS ON THE TABLE, and we ensure to WOW our clients by going above and beyond with helping them reach their financial goals. Guess what? Same for you too! So we've added additional bonuses and prizes on top the original $50 per referral payout!! Complete this brief intake form so we can get you added and ready to market for the upcoming tax season, and GET YOU PAID!!!
Name

First NameLast Name
Email
example@example.com
Address

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Phone Number
Please enter a valid phone number.Format: (000) 000-0000.
Driver's License

Cancelof
Preferred Payment Method
What's a "Referral Agent" for Virtufin Precision Solution Tax Company you ask?
Just like a referral agent, also known as "a real estate referral agent", is a licensed real estate professional who finds people looking for homes and refers them to other agents to complete the home buying process. The referral agent earns a fee if the person buys a home through that real estate agent. Same process here, only NO EXPERIENCE NEEDED!!

None needed to spread the word, hang flyers, make a post etc. AND you'll get paid directly once that referral refund funds.

Referral Agent is responsible for generating their own leads and clients for return preparation services with Virtufin Precison Solutions Taxes and (newly added Credit Repair).

Referral Agent will be paid from fees actually collected and will not be paid in instances where no fees are collected from clients. Where a client’s fee will be taken from that client’s refund, Referral Agent will not be paid until that refund is issued. Agent will be paid weekly via direct deposit or whichever way Agent chooses (CashApp, Zelle, PayPal,etc.)

Our Referral Agents Get:

Marketing materials to personalize with your Name and Ref number for tracking your referrals.
$50 per person you refer that files with us.
$250 Bonus for 10 or more referrals that file with us.
A FREE vacation for 2, to the destination of your choice, for 4 days and 3 nights for 10 or more referrals that file with us! *TRAVEL AND TAXES NOT INCLUDED*
Entered to WIN a Flat Screen TV for 10 or more. (Name will be drawn at the end of peak season).
Date

MonthDayYear
Date
Signature
Should be Empty:

Referral Agent Intake Form

What's a "Referral Agent" for Virtufin Precision Solution Tax Company you ask?