For tax professionals
You handle tax. We handle the financial work between tax seasons.
A practical referral partnership for CPAs, EAs, and tax professionals whose clients need dependable bookkeeping and payroll support throughout the year.
The relationship stays yours
Your client remains your tax client.
SociaTax works alongside your practice to support the financial work that happens between tax seasons. We do not replace your tax relationship, your expertise, or your role.
You keep the client relationship and tax preparation. We help keep the books current, organized, and ready for the work you do together.
A clear division of work
What SociaTax handles
Monthly bookkeeping
Payroll compliance oversight
Job costing
Subcontractor tracking
Clean year-round books
What you keep
The client relationship
Tax preparation and advisory work
Your role as the trusted tax professional
Refer with confidence
Give your clients steady support all year.
Get in touch to talk through a client referral or learn how a partnership with SociaTax can fit your practice.