Partner With Us
VennTax for Wealth Managers
Deliver More Value to Clients, Without Adding More Overhead
VennTax helps wealth managers seamlessly offer high-quality personal tax services to their clients. Whether you want to enhance client value or create a new revenue stream, VennTax is your scalable partner behind the scenes.
Why Partner with VennTax?
- Offer More Without Doing More
Provide full-service personal tax support under your own brand (or ours). No hiring, training, or operational lift required.
- Create a New Revenue Stream
Earn revenue through our referral partnership. Our flexible model aligns with your client strategy.
- Enhance Client Retention
Deepen client trust by adding personal tax to your service suite. VennTax will provide you with the final tax return for a deeper planning experience for your clients.
- 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 Projection Of Tax Clients
Projections Allow For Proper Staff Planning By VennTax
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 Wealth Managers...
- Seeking to deliver a more comprehensive client experience
- Seeking to retain clients without building internal tax ops
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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