Referral Program
Polzin Tax & Business Advisors Referral Program
$25 eGift Card from your choice of various retailers as a "Thank You" for your referral. Please note you must be an existing member/client and your referral must complete a tax filing with us before you will receive the gift card.
Please verify that you are human
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Your Information
Please provide your information below.
First Name
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Last Name
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Phone Number
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Please enter a valid phone number.
Email Address
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We will send your eGift Card to this email address.
Referral Information
Please provide the following information about the person you are referring to Polzin Tax & Business Advisors (PTBA).
First Name
*
Last Name
*
Phone Number
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Please enter a valid phone number. We respect people's right to privacy. We will not make unwanted calls or texts.
Email Address
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example@example.com. This email address will not be sold nor will it be used for marketing purposes without their consent. They will receive an email notifying them that they were referred to us.
Is Your Referral a(n):
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Immediate Family Member
Extended Family Member (Aunts/Uncles/Cousins/Grandparents)
Friend
Co-Worker
Neighbor
Other
Is your referral aware that you have referred them to us?
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Yes; they are awaiting PTBA to contact them
Yes; they will contact PTBA
Yes; they have already contacted you
No
Other
To ensure a tailored experience, please share any additional details about your referral that would be important for us to know.
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eGift Card Information
We will do our best to accommodate your "Other" gift card choice.
Your preferred eGift Card choice:
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Amazon
Target
Walmart
Apple
Google Play
Southwest Airlines
Best Buy
Darden Restaurants (Olive Garden, Longhorn, etc.)
Other
We hate surprising people. Please let your referral know we will contact them if they haven't already reached out to us.
REMINDER: You must be an existing member/client and your referral must complete a tax filing with us before you will receive the gift card.
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