Damian Fields | Tax Preparation Policies

Tax Preparation Policies
How do I apply for the Tax Preparation Referral Program?
DETERMINE ELIGIBILITY Please see this article to determine eligibility. SUBMIT AN APPLICATION Fill out the following application. Be sure to make sure to use the same information we have on file. If we are unable to locate an account with the ...
Tax Preparation Referral Bonus Terms & Conditions
Eligibility To be eligible for the tax preparation referral bonus the referrer must: Be an active client, with an active account number. Must have had their current year tax return prepared by us or have an appointment for their return to be prepared ...

Damian Fields | Tax Preparation Policies | Knowledge Base