• 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.
  • Format: (000) 000-0000.
  • Referral Payout Information

  • How would you like to receive your referral payment?*
  • 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.
  • Format: (000) 000-0000.
  • Referral date
     - -
    2 digit month, 2 digit day, 4 digit year
  • Did your client give permission to share their contact details with OzzyBBP?
  • Should be Empty: