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Meeting Sales and Use Tax Demand with a Referral Strategy

In recent years, the changes to the economy, the introduction of new legislation, and the expansion of existing regulations have been swift in the Sales and Use Tax (SUT) environment. To add clarity to the chaos of SUT, many business clients are now turning to their accounting professionals for guidance on managing these changes in order to meet compliance. While this creates new opportunities for firms, it also introduces new, corresponding challenges: limited SUT resources and services.

For firms facing these challenges, developing a SUT referral strategy can offer peace of mind. By referring SUT compliance or SUT advisory needs to partners, firms can focus on generating revenue and providing the services they excel at.

If this is a concern for your firm and you want to offer SUT advisory services, but not manage SUT compliance, referral can help. If you want to completely offload all your clients’ SUT needs, no problem. Download this guide to learn:

  • How a referral strategy can help support business clients
  • The type of referral options available to firms
  • How to evaluate referral partners