Partner With Us
VennTax for CPAs
Expand Your Client Base & Cash Flows, Without Expanding Your Team
VennTax helps CPA firms seamlessly offer high-quality personal tax services to their clients. Whether you want to offload existing clients, create a new revenue stream, or reduce your team’s seasonal workload, VennTax is your scalable partner behind the scenes.
Why Partner with VennTax?
- Offer More Without Doing More
Offload existing 1040 clients to VennTax for full-service tax support, from source docs to e-signing the final return by a VennTax tax professional. No hiring, training, or operational lift required.
- Create a New Revenue Stream
Receiving a flood of phone calls during tax season with new potential 1040 clients? Earn revenue simply by forwarding those phone calls to VennTax.
- Built for Trust & Compliance
All work is done by credentialed U.S.-based tax professionals, with industry-grade security protocols and documentation support. All work is done from end-to-end within the continental U.S.
How It Works
Provide Us With Client Volume Levels for Proper Tax Season Staff Planning
Existing Clients, Projection Of New Clients
We Handle The Tax Work
Onboarding, data collection, prep, filing, and planning
You Stay in the Loop
Transparent status updates and revenue share reports
Services Offered
- Federal & State Individual Tax Filing (1040)
- Schedule C / E / K-1 Integration
- Quarterly Estimated Payments
- Tax Planning Consultations
- IRS Correspondence
Ideal for CPA Firms...
- Needing seasonal support or looking to expand without new hires
- Looking for an additional revenue stream by referring their inbound phone calls
Let’s Grow Together
VennTax is more than a vendor—we’re your strategic tax partner. Let us help you unlock new value for your clients and your firm.
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