MRA 2026 TAX CLIENT VIP LIST

Name*

First NameLast Name
Email*
example@example.com
Phone Number
Please enter a valid phone number.Format: (000) 000-0000.
Type of Tax Return to be Filed*

PersonalPersonal & Business/Side Hustle
NEW CLIENTS-Who referred you? Select an option below*
Are you interested in earning cash for referral by joining our Referral Program? Joining my referral program adds your name to my list of Referring partners so your referrals can easily select your name upon filling your the form

No, I want the experience for myselfYes I want others to experience this elite experience and earn cash

REFERRAL PROGRAM
Here's how to earn cash for referrals:

Do you know anyone who would benefit from this elite tax preparation experience here at MRA Financial Services?
- Each referral increases your chances of winning! When each of your referral who files with us, you’ll receive an additional entry into the $100 gift card giveaway PLUS a referral fee starting at $50 per referral. You can earn up to $100 per referral.
- Referrals must be new clients and file their taxes with us*
- Send each referral this form to complete so they too can join the VIP LIST & be entered into the drawing to win the $100 gift card and receive the offer to earn cash too.
*To give everyone a chance to file and a fair chance of winning, drawing for the $100 gift card will take place at the end of April 2026*

*VIP LIST CLOSES JANUARY 2026
HOW DOES THE REFERRAL PROGRAM WORKS
1. You refer your friends/family to MRA FINANCIAL SERVICES
2. Your referral files their tax return
3. You get paid when your referral receives their tax refund
4. Payments (referral fees) are made via ZELLE
5. Referral MUST BE a NEW client and must not owe any outstanding tax related debts (you get paid when they get paid)
HOW TO GET REFERRALS:

Simple share my tax flyers on your social media, messages, word of mouth, etc. You can provide the link (will be sent via email) or let them contact me directly.

Once you sign up for the referral program, we will email flyers and link you can share on your social media platform(s).

*Be sure to keep track of your referrals. You will receive an email with client(s) name and amount for any upcoming payout.
Sign up below for our Referral Program

Your name will be listed as a Referral Agent
Name

First NameLast Name
Address*

Street Address

Street Address Line 2

CityState

Zip Code
Do you have a Social Media account? (Facebook, Instagram, TikTok, etc.)*

YesNo
What Social Media platform(s) will you use to promote our services and what is your social media name on the platform(s)?
If you do not have a social media account, how do you plan on sharing flyers and/or information about our tax services?
Should be Empty:

REFERRAL PROGRAM

Sign up below for our Referral Program