For CPAs, tax practices & accounting firms
CPA & Firm Referrals
A focused sales and use tax resource for your clients, with a clearly defined role alongside your firm.
Refer clients who need help with multistate sales and use tax obligations, registrations, filings, notices, or exposure reviews. Your firm retains the client relationship for its other tax and accounting work.
Discuss a referral
Focused support
Refer a specific sales and use tax project or ongoing compliance need. We agree which tasks Adam will handle and which remain with your team.
Your relationship continues
The referral is intended to complement your firm’s services. Your firm continues serving the client for other tax, accounting, and advisory work.
Clear communication
Agree the point of contact, client authorization, information sharing, deliverables, and update schedule before the engagement begins.
How a referral starts
- Discuss the client’s sales and use tax needs without sending sensitive records in an initial inquiry.
- Confirm the scope, responsibilities, fees, and communication arrangements with the relevant parties.
- Coordinate an introduction and the agreed work while your firm maintains its other client services.
Referral boundaries and non-solicitation
Any non-solicitation agreement, including its scope, duration, and exceptions, is to be discussed and established in writing. This page does not represent that an agreement is already in place.
The engagement terms will define the services, responsibilities, and client relationship boundaries for the specific referral.
Start with a conversation
Tell Adam what your firm needs help with and how you would like the referral relationship to work.
Contact Adam about a referralView business sales & use tax services →