Referral Agent Tax Form

Referral Agent Tax Form

Please complete all required fields to process your referral and payment information.
Personal Information

Enter your details as the referral agent.
First Name*
Last Name*
Your Date of Birth*

MonthDayYear
Date
Phone*
Email*
example@example.com
What is your Profession?
Do you have a side hustle? If yes, state it below. If no, enter N/A
Payment method*
App Username or Zelle Info*
Account Number*
Name of Bank*
Routing Number*
Referrer Information

Provide details about the person you reffered.
Referral Bonus Details:

Referral agents earn $50 per fully paid client referred.

A “fully paid client” means:
• Their tax preparation or bookkeeping service has been completed
• Their invoice has been paid in full (either upfront or from their funded refund)

Referral bonuses are:

• Paid per individual client
• Issued after the client’s refund has been funded and Feel Good Financials has received payment
• Paid via the payout method selected in this form

If multiple referral agents submit the same client, the bonus will be awarded to the first confirmed referral submission.

Feel Good Financials reserves the right to verify all referrals before issuing payment.

There is no limit to how many clients you can refer.
First Name*
Last Name*
Referred Phone Number*
example@example.com
Referred Email Address*
example@example.com
Terms and Conditions

1. Client must file their taxes with my company.

2. Referral fees will be paid to you when client receives their tax refund.

3. If a client's refund is offset due to IRS debt, referral money will not be distributed.

4. Attached government ID (driver's license, state ID, passport) can not be expired
Owner's Driver's License/ID Upload*

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I've read, understood and agree to the terms & conditions above
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Referral Agent Tax Form

Personal Information

Referrer Information