OzzyBBP VIP Tax Client List
Please complete form to be added to our VIP list.
Full Name
*
First Name
Last Name
Email Address
*
example@example.com
Phone Number
*
Please enter a valid phone number.
Format: (000) 000-0000.
Address
*
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Are you a returning Client?
*
Yes
No
Do you have dependents?
*
Yes
No
When do you plan to file
*
January
February
March
April
Do you want to apply for an advance on your refund?
*
Yes
No
What type of income do you have?
*
W2
Self-employed
College Student
Both
Documents Readiness
*
I stay organized year round and keep my receipts/records ready
I need a little guidance getting everything in order
I’ll need full help gathering and organizing my documents
How did you hear about us?
*
Facebook
Instagram
Tiktok
Previous Client
Friend
Who referred you?
If you have a question or would like to tell us anything about your tax situation please explain below
Will you be willing to recommend us to others? Will pay you a referral fee for every person you refer to us that actually files.
Yes
No
Date of Event
-
Month
-
Day
Year
2 digit month, 2 digit day, 4 digit year
Date
Signature
Continue
Continue
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