Referral Partners

TaxMatrix offers a shared savings model to create a new revenue stream for current clients and provide a valuable service those clients may need.

Sales and use tax is specialized.

It is not taught on a CPA exam, and aside from compliance (return filing and nexus studies), most CPA firms do not review for sales and use tax overpayments, nor do they perform audit defense services.

Energy procurement firms, while generally not involved in any tax issues, often perform myriad services related to energy efficiency, bills, tariffs, and everything but sales tax.

In both cases, these firms are leaving dollars on the table for their clients and their own firms’ service mix. TaxMatrix offers a shared savings model to referral partners and can operate as a straight referral or as a white label where the partner wants to maintain the face of the relationship and protect its competitive moat.

Every opportunity comes down to three factors: company size, the state where tax is paid, and industry type. TaxMatrix can assist in vetting out sales tax exemption opportunities with a referral partner’s clients to qualify those clients as candidates for tax recovery.

TaxMatrix performs a turnkey solution and bears all costs, so there is no downside for the referral partner. If you are a P/E firm, energy procurement broker, or individual who might have clients that could use our service, please contact us today.