First Name *

Last Name *

Date of birth *

Address

Street Address

Country

State

City

Postal Code

Phone *

Email *

Payment Information

What Is Considered a Qualified Referral?

A qualified referral is a new client who:

Is not already an existing client or lead in our system.
Lists you as their referral agent during the required signup process.
Completes all required tax-client onboarding steps.
Submits all necessary documents and information.
Has their tax return successfully prepared and filed through our office.
Pays all applicable tax-preparation fees.

The $100 referral payment will be issued once the client’s tax return has been successfully filed and accepted, and our office has received the applicable tax-preparation fees.

Duplicate referrals, existing clients, incomplete applications, canceled services, rejected returns, fraudulent submissions, or clients who do not complete the filing process will not qualify for payment.

Program rules and acknowledgments

I understand that I will receive $100 only for each qualified referral who successfully completes and files a paid tax return with Opulence Financial Solutions.
I understand that submitting a person’s name does not automatically qualify me for payment.
I understand that duplicate, existing, fraudulent, canceled, rejected, or incomplete client referrals may not qualify for compensation.
I understand that the referred client must identify me as the referring agent during the designated referral process.
I understand that payments will be issued according to the referral program’s posted payment schedule.
I will not make promises regarding refund amounts, approvals, advances, processing times, or tax outcomes.
I will not represent myself as a tax preparer, employee, partner, or authorized representative of the company.
I will not collect clients’ Social Security numbers, tax documents, banking information, or other sensitive information.
I will obtain the individual’s permission before submitting their name and contact information.
I agree to protect all confidential information and follow the company’s referral and marketing policies.
I understand that I am responsible for reporting and paying any applicable taxes on my referral earnings.
I understand that the company may modify or discontinue the referral program according to the written agreement.

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