REFER A FRIEND HERE!
Get paid to refer friends & family!
Are you referring someone, or are you the one being referred?
I'm referring someone
I'm being referred
Your Name:
First Name
Last Name
Name of the person you’re referring:
First Name
Last Name
Name of the person who referred you:
First Name
Last Name
Email
example@example.com
Phone Number
Please enter a valid phone number.
Format: (000) 000-0000.
Referral Fee Acknowledgment
Do you acknowledge and agree that referral fees are based on the client’s individual tax situation, filing status, and tax preparation fee amount, regardless of whether the tax return is funded? Referral fees are only eligible if the client’s tax preparation fee is $200 or more. If the preparation fee is under $200, we are unable to issue a referral fee. Please acknowledge that single filers typically receive lower refunds, which may result in lower preparation fees.Referral fees are structured as follows: a $25 referral fee applies when the preparation fee is between $200 and $300; a $50 referral fee applies when the preparation fee is between $400 and $600; and a $100 referral fee applies when the preparation fee is $500 or more. Referral fees depend on the client’s circumstances and any IRS-related factors that may affect the refund or preparation fee, which are outside of our control.You also acknowledge that referral fee payments are issued only after the referred client’s tax refund has been released. Our goal is always to reward those who support and refer business to us. If any discrepancies arise regarding a referral fee, we will notify you accordingly. By acknowledging this statement, you confirm your understanding and agreement with these terms so we may proceed. Thank you for doing business with us.
I acknowledge and agree
Notes | anything you'd like to mention:
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