REFERRAL PARTNER PROGRAM SIGN-UP

Full Name*

First NameLast Name

Phone Number*

Please enter a valid phone number.

Email*

example@example.com

Preferred Method of Contact*

TextEmail

City & State*

Street Address

Street Address Line 2

CityState / Province

Are you an existing client?

YesNo

Preferred Payout Method:*

Cash AppZellePayPalOther

Payout Email

example@example.com

Payout Username

Referral Program Overview

Referral Program Summary

Earn $50 for each successful referral who completes and files a tax return with me.
Referrals must list your full name at the time of intake to be credited.
Rewards are issued after the referred client’s return is filed and accepted.
There is no limit to the number of referrals you can submit.

Raffle Entry for Non-Filing Referrals

Individuals who refer someone who does not ultimately file a tax return are still eligible for a raffle entry.
Each valid referral submitted counts as one raffle entry, regardless of whether the referred individual completes filing.
Raffle prizes may include gift cards or other promotional Rewards
Raffle drawings will be conducted at designated times during the tax season.
No cash value is assigned to raffle entries, and raffle prizes are not guaranteed.
The Luxe Babe Tax & Consulting reserves the right to modify raffle timing, prizes, or eligibility at any time.

Eligibility Requirements

You must be 18 years or older.
Self-referrals are not eligible for rewards.
Only new clients qualify unless otherwise stated.
Incomplete, duplicate, or fraudulent referrals will not be credited.

Referral Rules & Conditions

Referrals must be genuine individuals who consent to being referred.
Referral rewards are non-transferable and have no cash value beyond stated payout.
The program may be modified, paused, or ended at any time at the discretion of The Luxe Babe Tax & Consulting.
Any attempt to manipulate, abuse, or misuse the referral program will result in removal.

Referral Code Issuance & Use

Upon approval into the Referral Partner Program, each participant will be issued a unique referral code.
Referral codes are assigned to one individual only and may not be shared, sold, or transferred.
Referrals must enter the exact referral code during the intake process for proper tracking and credit.
The referral code must be submitted at the time of intake; codes added after submission will not be applied.
The Luxe Babe Tax & Consulting is not responsible for missed rewards due to incorrect, incomplete, or omitted referral codes.
Referral codes may be revoked or reassigned if misuse, fraud, or policy violations are identified.
Use of a referral code does not guarantee a reward and is subject to full program eligibility requirements.

Confidentiality & Non-Solicitation Clause

Referral partners may not collect, request, or share sensitive tax information on behalf of the business. All tax preparation services are handled directly by the preparer.

Tax Disclaimer

Referral rewards may be considered taxable income. You are responsible for reporting any earned referral income in accordance with IRS regulations. The business is not responsible for tax liabilities related to referral payments.

Agreement & Acknowledgment*

I confirm that all information provided is accurate.I understand and agree to the Referral Partner Program terms outlined above.I acknowledge that Cash Based rewards are issued only after a referral successfully files their tax return with The Luxe Babe Tax & Consulting. Otherwise, I will gain 1 entry into the raffle per referral for a chance to win a prize for simply referring.

Signature*

Full Legal Name*

Date*

Date

Referral Partner Program Agreement

Payment Info (For Rewards)