OzzyBBP Referral Agent Signup & Referral Form
Join the OzzyBBP referral team or submit one client referral at a time. Use the same agent name and email each time so we can track your referrals.
Name
*
First Name
Last Name
Phone Number
*
Please enter a valid phone number.
Format: (000) 000-0000.
Email
*
example@example.com
Referral Payout Information
How would you like to receive your referral payment?
*
Cash App
PayPal
Apple Cash (through Apple Pay)
Zelle
Payment handle, email, or phone number
*
Name on your payment account
Headshot or Selfie for Your Personalized Flyer
Upload a clear photo of yourself so we can create your personalized OzzyBBP referral flyer for you to share. Choose a photo you are comfortable having on a flyer shared publicly. A headshot or a well-lit selfie is fine. If you do not have a photo ready, you can send one later.
Referral Payment Terms: OzzyBBP LLC pays $50 per qualifying paid tax referral. This is referral pay, not hourly pay, or a guaranteed income. A referral qualifies only after the referred client completes tax preparation with OzzyBBP, receives their tax refund funds, and OzzyBBP receives full payment of the preparation fee. An inquiry, appointment, or unpaid return alone does not qualify. OzzyBBP verifies the referral before payment. Submit one client per referral entry. You share approved information and connect interested people with OzzyBBP; OzzyBBP handles tax preparation and client questions. Do not submit Social Security numbers, tax documents, bank account information, or other sensitive financial information through this form.
Client Referral Information (Optional)
Already have someone to refer? Enter one client below. If not, leave this section blank. Return to this same form for each new referral and use the same agent name and email so we can match your referrals.
I understand and agree to the referral payment terms.
*
Yes
Who did you refer? (Client full name)
First Name
Last Name
Client phone
Please enter a valid phone number.
Format: (000) 000-0000.
Client email
example@example.com
Referral date
-
Month
-
Day
Year
2 digit month, 2 digit day, 4 digit year
Date
Notes
Did your client give permission to share their contact details with OzzyBBP?
Yes
No
Continue
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