CPAs & Accounting Firms
A referral resource for bookkeeping, QuickBooks support, individual tax preparation, and selected business services.
PROFESSIONAL PARTNERSHIPS
Expand What You Can Offer Without Expanding Your Staff.
Build a trusted professional relationship with Newsome Notary and Professional Tax Services and give clients access to additional tax, bookkeeping, business, notary, and administrative support when their needs extend beyond your services.
COLLABORATE. REFER. GROW.
A Trusted Resource for Your Clients.
When a client needs support outside your primary service area, you can connect them with a professional business that values clear communication, service, and strong professional relationships.
- Complementary client services
- Professional referral relationships
- Cross-referral opportunities where appropriate
- Virtual services for clients nationwide
WHO WE PARTNER WITH
Built for Professional Collaboration.
Partnership opportunities are designed for professionals who want a reliable resource for clients needing complementary services.
Tax Attorneys & Law Firms
Complementary administrative, tax preparation, bookkeeping, notary, and business support for appropriate client needs.
Enrolled Agents & Tax Professionals
Additional tax preparation capacity, software support, bookkeeping resources, and professional collaboration.
Bookkeepers
A tax and business-services referral destination when clients need support beyond routine bookkeeping.
Financial Professionals
A trusted resource for tax preparation, bookkeeping, business support, and administrative services.
Other Professional Service Providers
We welcome conversations with professionals whose clients may benefit from complementary services.
WHY PARTNER WITH NEWSOME
Keep Serving the Client Even When the Need Falls Outside Your Lane.
A professional referral relationship gives clients another trusted resource while allowing each professional to remain focused on the services they provide best.
Newsome Notary and Professional Tax Services works collaboratively and respects existing professional relationships. The goal is to create a dependable network where appropriate client needs can be addressed without unnecessary disruption.
01
Expand Your Client Resources
Give clients access to complementary services without building an additional department or adding employees.
02
Trusted Referral Destination
Refer appropriate client needs to a professional business instead of sending clients out without direction.
03
Professional Cross-Referrals
When appropriate, opportunities may arise to refer clients back to trusted professionals within the network.
04
Year-Round Business Support
Clients can receive support beyond tax season through bookkeeping, QuickBooks, business services, and other administrative solutions.
05
Virtual Client Experience
Many services can be provided virtually, allowing professional referrals to extend beyond the local Tampa Bay area.
06
Earn a $50 New Client Referral Credit
Partners may receive a $50 referral credit for each new tax preparation client referred to Newsome Notary and Professional Tax Services who completes a tax return and pays for tax preparation services. The referring partner must submit the referral before the client completes intake. New clients only. Referral terms and eligibility apply. Submit a New Client Referral →
* Referral must be submitted before the new client completes intake to qualify for the $50 referral credit.
COMPLEMENTARY SERVICES
Services Your Clients Can Be Referred For.
Referral needs vary by professional relationship and client situation.
✓
Individual Tax Preparation
✓
Business Tax Preparation
✓
Bookkeeping
✓
QuickBooks Support
✓
Business Consulting
✓
Notary Services
✓
Pro Se Legal Form & E-Filing Assistance
✓
Tax Software & Professional Support
Pro Se legal form and e-filing assistance is administrative in nature. Newsome Notary and Professional Tax Services is not a law firm and does not provide legal advice or legal representation.
HOW IT WORKS
A Simple Professional Referral Process.
Connect With Us
Tell us about your practice, business, and the types of client needs you may want to refer.
Establish the Relationship
We discuss services, communication expectations, and how referrals can be handled professionally.
Refer When Appropriate
When a client needs a complementary service, provide them with a trusted next step.
Build the Network
Develop a long-term professional relationship that creates more resources for the clients each business serves.
LET'S WORK TOGETHER
Interested in Building a Professional Referral Relationship?
Tell us about your practice and the types of clients or services you are looking to connect with.