Partnership with Purpose
Are you a financial professional, such as a CFP, payroll provider, bookkeeper, tax practitioner, CPA, real estate professional, bankruptcy lawyer, tax attorney, or enrolled agent? If so, you understand the challenges that clients face when dealing with complex tax problems. Navigating complex regulations and finding the best resolution strategy can be time-consuming and stressful, and if not handled correctly, could harm your overall goal with your client.
But, what if you could offer your clients a complete solution to their tax problems, without sacrificing your focus on your primary goal and without sacrificing your focus on growing your business?
This is exactly what you can achieve by partnering with a tax resolution firm and outsourcing that work. Outsourcing tax resolution work offers small and medium-sized companies the chance to work with highly qualified, federally licensed Enrolled Agents and tax professionals at a fraction of the cost of hiring full-time employees.
At Your Tax Geeks, we believe that clients should be treated professionally, respectfully, and fairly.
That's why we are committed to walking them through an easy four-step process of tax problem resolution. Our process begins by analyzing the client’s financial information to understand their specific needs and develop a customized solution. We use our wealth of experience with resolution strategy to provide a strategy-based approach tailored to each client's situation, staying sensitive to timelines and completion of the case. Finally, we offer tax planning solutions to keep clients compliant and reduce the risk of future tax problems.
Intra-industry collaborations, such as a partnership with Your Tax Geeks in our Partnership with Purpose program, have been shown to bring significant benefits that “can lead to the creation of entirely new business models, markets, and sources of value,” according to the Harvard Business Review. By combining your expertise with the knowledge and resources of our tax resolution firm, you will be able to better manage your business risk, diversify your client portfolio, and establish a long-term strategy for overall success. You will deepen your connection with existing clients by offering a complete solution to their tax problems, saving them time and effort, all while never losing focus on the growth of your business.
Intra-industry partnerships are a great way for service businesses like yours and ours to reduce risk and increase competitiveness.
When you partner with other trusted service providers within your industry, you can diversify your offerings and reduce the chance of disruptions caused by relying on a single new client generator. Plus, partnering with other service businesses can help you reach new markets and attract new clients delivering more pathways to growth. Strategy-business Publication mentions that “companies on both ends of these alliances can fire up revenues more quickly and with less risk than if they try to go it alone.”
Don’t let more time pass. Reach out to us today and discover the advantages of outsourcing your tax resolution work.
Partnership Q&A's
Commonly asked questions about our Partnership Program.
By addressing these fears and concerns directly, potential partners can feel confident in the partnership and move forward with a sense of security and trust.
I need an EASIER way to resolve client IRS Tax Problems.
Our Partnership Program offers a unique opportunity to outsource your tax resolution work allowing you to focus on your core business. The partnership will be structured in a way that minimizes conflicts of interest where clear roles and responsibilities will be defined and an agreement will be reached on how conflicts will be resolved.
I don’t want to become or hire an IRS Resolution expert.
No need! You would outsource us to handle this special need. Your Tax Geeks has a proven track record of providing high-quality tax resolution services and can demonstrate our expertise and experience through our countless testimonials. Additionally, Your Tax Geeks maintains regular performance evaluations to ensure that the partnership continues to meet the required standards.
How do I know you will not poach my client?
While it is true that the partner may need to cede some control to our tax resolution firm, the partnership should be seen as a collaboration that allows both organizations to bring their respective strengths to the table. This will result in a stronger, more effective solution for clients. Our team of tax resolution experts specialize in services your firm may not offer and we only become involved when you need us. We need you on board to assist us in the resolution process, we need your help to keep your client in compliance during and after a resolution is achieved, and we clearly state in our Partnership Agreement that we will NEVER take a client from you.
How can I be sure my clients data will be safe and confidential?
Your Tax Geeks has strict confidentiality policies in place to protect client information. Additionally, clear agreements can be put in place between the two organizations to ensure that confidential information is protected.
Can becoming a Referring Partner add an additional revenue stream to my business?
Absolutely! By becoming a Referring Partner, businesses can enjoy a steady stream of revenue, improved client satisfaction, and cost savings, all while strengthening your position in the market. You will be adding an additional revenue stream to a business in several ways:
- Commission-based revenue: Referring partners can receive a commission for each client referred to Your Tax Geeks. This can provide a steady stream of passive income for our referring partner. Chat with us about the various commission options we offer!
- Increased client satisfaction: By offering a full suite of tax resolution services, the referring partner can provide a more comprehensive solution to their clients. This can lead to increased client satisfaction and loyalty, which can translate into more business for the referring partner.
- Diversified client portfolio: The referring partner can deepen their connection with existing clients and reach new ones by offering a complete solution for tax resolution needs. This can help to diversify their client portfolio and mitigate risk.
- Increased visibility: By partnering with a tax resolution firm, the referring partner can increase their visibility and establish themselves as a trusted expert in the industry. This can help to attract new clients and build the referring partner's reputation.
- Cost savings: By outsourcing tax resolution work to a tax resolution firm, the referring partner can save on the costs of hiring a full-time employee and still receive the benefits of working with highly qualified, federally licensed Enrolled Agents.
