Impress Tax Service Agent Referral Program

Referral Agent Program
A simple, rewarding, and year-round way to earn cash, credits, and bonuses for sending new clients our way.

Program Purpose

Our referral program rewards clients, partners, and supporters for sending high-quality referrals while keeping everything compliant, organized, and beneficial for everyone involved.

What Counts as a Qualified Referral?

A referral is qualified when:
- The person is a new client (never filed with us before)
- They complete their tax return with us
- Payment is made
- They mention the referring person at intake or through our referral form
This protects the integrity of the program and ensures accurate tracking.

Partner/Business Referral Rewards
- $50 per individual return
- $100 per business return
Payouts are issued monthly or at the end of tax season. Whichever one they decide, but only when the client pays and funds are released, for our 3rd-party banking system or Afterpay methods.

Payout Terms

To stay compliant and organized, payouts are issued after the referred client pays and completes their tax return. Payments go out when the client gets paid or when the payment has been processed. Some individuals elect to use our 3rd party banking system, which means some payments won’t be issued until the end of February 2026 and throughout the year.

Payout options:
- Zelle
- Check
- Visa Gift Card
- Service Credit
Policy Note

Self-referrals, household members, and duplicate entries do not qualify.

Compliance Disclaimer

To remain IRS-compliant:
- Referral bonuses may be considered taxable income
- High-volume business partners may require a simple written agreement
- Rewards stay within standard allowable limits for tax professionals
Referrer Information
Date*

MonthDayYear
Date
Legal Name *

First NameLast Name
This position requires your social media page to be PUBLIC and for you to be active on your social media account. Are you able to post and promote on your social sites at least one time a day on behalf of the company?*

YesNo
How many people do you anticipate to refer?*
What is the best email to reach you at?*
example@example.com
What is the best phone number to reach you at?*

Area CodePhone Number
What's your birthdate?*

MonthDayYear
Date
What social media platforms do you frequently use?

FacebookInstagramTikTok
Do you work for a business or own one?*

I own a businessI work for a business
What is the name of the business you work at or own?*
What is the business website url?
Payment Details
Please select a payment method to receive your money.*

ZelleCheckVisa Gift CardService Credit
Address, if check or visa gift card is selected.

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Attach government issued ID (photo must be legible).*

Browse Files

Cancelof
Agreement
Please complete the form below to join the 2025/2026 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 to private for you to successfully market and be seen by your audience.

Once the IRS issues your client's refund, you will be paid. There is no limit on how many clients you refer. If your client's refund is taken due to a debt, and or an audit, you will not be paid, unless the client settles their tax preparation fees.

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 impresstaxservice19@gmail.com.
Do you accept the terms of the agreement?*

Yes, I accept the terms
Signature*
Should be Empty:

Referrer Information

Payment Details

Agreement