Become a TaxMan Partner
TaxMan Multiservices works with organizations whose clients and members need tax preparation, tax planning, bookkeeping, and business consulting. Our partnership program gives you a financial partner to refer people to, and gives them a clear next step.
The Program
The TaxMan Partnership Program
TaxMan Multiservices is a Houston-based firm working with clients nationwide through a fully virtual process. We provide tax preparation, tax planning, bookkeeping, and business consulting for small business owners, solopreneurs, freelancers, and gig workers.
Our partnership program is built for organizations that already have a relationship with those people and want somewhere dependable to send them. Partnership terms are discussed individually, and each target industry has its own partnership packet.
WHO WE PARTNER WITH
Organizations we work with
TaxMan partners with organizations that already serve entrepreneurs, self-employed professionals and working families.
Contractors & construction
Independent contractors, subcontractors, construction business owners and self-employed tradespeople in your network.
Barbershops & salons
Barbers, stylists, booth renters, salon suite owners and independent beauty professionals.
Daycares & afterschool programs
Working parents, caregivers and program staff, including families with gig income or a small business.
Apartment communities & property managers
Working households, gig workers, self-employed residents and small business owners living in your community.
Insurance agents & agencies
Clients who are entrepreneurs, small business owners, self-employed professionals or working families seeking tax support.
WHY PARTNER
What a TaxMan partnership gives you
You already have trusted relationships. Together we add relevant education and a direct path to tax support.
More value, without more work
Help your organization deliver more value to the people it already serves, without taking on another program to manage.
We handle the heavy lifting
TaxMan handles presentations, educational resources, tax questions, private client follow-up and individual tax services.
You choose the format
You help choose the format, share approved materials and introduce interested people. Nothing is one-size-fits-all.
Private matters stay private
Clients send tax documents directly through TaxMan’s secure process. We never share private tax details back with partners.
WAYS TO PARTNER
Three ways partnerships work
Choose a workshop, a resource share or a referral relationship, or combine them.
Workshop or education session
TaxMan leads a session tailored to your audience, such as contractor tax readiness, tax tips for barbers and stylists, or a family or resident tax readiness session.
Resource share
Share approved educational materials through the channels you already use: newsletters, crew meetings, resident communications or family events.
Referral relationship
Introduce interested people to TaxMan with their permission. We onboard them and handle tax matters directly.
Partnership terms are covered in the partnership packet and in a short conversation.
Partnership Packets
Industry
Partnership Packets
Moe asked the page to link the relevant industry-specific partnership packets. No packet files have been supplied or hosted on the site yet, so there is nothing to link.
Partner packet: Download the TaxMan Strategic Partnerships overview (PDF)
About TaxMan
A Financial Partner Behind the Referral
When you point someone to TaxMan, they get a firm that handles the whole financial picture rather than a single filing. That is the same reason our own clients stay with us year-round.
- Tax preparation, tax planning, bookkeeping, and business consulting under one team
- 100% virtual process, based in Houston, working with clients nationwide
- Secure client portal for documents and communication
- Year-round support, not only during tax season
Ready to talk?
Let's start
the conversation.
Tell us about your organization and the people you work with, and we'll walk through what a TaxMan partnership could look like.
No commitment required ยท Response within 24 hours