$100 Referral Appreciation Form

We appreciate the trust our clients and community place in Dr. Campbell Taxes.

As a courtesy, we offer a referral appreciation bonus to individuals who refer new clients who complete and pay for tax preparation services.

Referral appreciation bonuses are not guaranteed and are issued after services are completed.

Important — Required to Begin Tax Preparation

Completing this form does not complete your tax return.

This form allows Dr. Campbell Taxes to:
• Create your client record
• Send you secure access to our tax preparation system
• Begin the tax preparation process

You must complete this form yourself.
Information submitted by a referrer cannot be used for tax preparation.

First Name

Last Name

Address

Address Line 1

City

State

Zip Code

Country

How did you hear about Dr. Campbell Taxes?

Name of Person Who Referred You (leave blank if none)

Referrer Email

Preferred Referral Payment Method

Payment method preference is collected for convenience only. Referral appreciation bonuses, if issued, are processed after services are completed and paid.

I confirm that the referral information provided above is accurate. If no name is entered, I understand that no referral credit will be applied.

Next Step — Secure Tax System Access

After submitting this form, you will receive an email with instructions to access our secure tax preparation system.

You must complete your tax questionnaire and upload documents inside that system for your tax return to be prepared.

Tax preparation does not begin until your CRM intake and documents are completed.

I confirm that the information provided is accurate to the best of my knowledge.

I understand that referral appreciation bonuses are subject to eligibility requirements and are not guaranteed.

Referral Appreciation Program – FAQs

Who is eligible for a referral appreciation bonus?

Individuals who refer a new client who completes and pays for tax preparation services with Dr. Campbell Taxes may be eligible for a referral appreciation bonus.

When is the referral appreciation bonus issued?

Referral appreciation bonuses are issued after the referred client’s tax return has been completed and payment has been received.

Is the $100 referral appreciation bonus guaranteed?

No. Referral appreciation bonuses are offered as a courtesy and are not guaranteed.

How is referral credit determined?

Referral credit is determined based on the information provided by the client at the time of intake. Changes or additions after submission may not be honored.

Can I submit tax information on behalf of the referred client?

No. Referred clients must complete their own intake and submit their own tax information through our secure system.

How will I receive the referral appreciation bonus if issued?

If a referral appreciation bonus is issued, payment details will be collected through this form and processed using the method selected.

Who can I contact with questions?

If you have questions about the referral appreciation program, please contact Dr. Campbell Taxes directly using the contact information on our website.

Can the referrer and client be the same person?
In some cases, yes. Self-referrals may be considered at the discretion of Dr. Campbell Taxes. Referral appreciation bonuses are not guaranteed.

$100 Referral Appreciation Form – Dr. Campbell Taxes

Important — Required to Begin Tax Preparation

Next Step — Secure Tax System Access