Hello Tax Professionals,
I need some advice from tax professionals that are in the industry. I'm an operations manager for a large tax firm and I'm interested in creating business relationships with other tax professionals. I would like to pay them $100-$150 for referring their clients that need tax mediation between the IRS. This is what we specialize in.
We understand some CPA's/Accountants offer services like this, however there are quite a few that don't (or would rather not deal with that part of their taxes).
What concerns would you have (if any) about referring a client? Thank you in advance for your consideration.
Respectfully, Andrew
I need some advice from tax professionals that are in the industry. I'm an operations manager for a large tax firm and I'm interested in creating business relationships with other tax professionals. I would like to pay them $100-$150 for referring their clients that need tax mediation between the IRS. This is what we specialize in.
We understand some CPA's/Accountants offer services like this, however there are quite a few that don't (or would rather not deal with that part of their taxes).
What concerns would you have (if any) about referring a client? Thank you in advance for your consideration.
Respectfully, Andrew