OTS Client Referral Form 2024

OTS Client Referral Form

$75.00
Name*

First NameLast Name
Phone Number*
Please enter a valid phone number.
Email*
example@example.com
Please enter your full Social Security Number *
Please list the first and last name of who you referred and what year you referred them? Please note referrals will only be paid for current tax season.*
*Please note your referrals will only be paid via Direct Deposit.

**Please make sure you enter your correct routing and account number for your direct deposit. We will not be responsible for none payment becuase of incorrect account information entered by you.**

*Also, if your referral didn't pay full tax prep fees, the referral will be prorated based on their paid amount.*
Bank Name*
Bank Routing Number*
Bank Account Number*
Date*

MonthDayYear
Date
Signature*

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