Refer a Client
Help Your Client Take the Next Step With Tax Relief Support
When a client is dealing with IRS letters, tax debt, wage garnishment, unfiled returns, audits, or payroll tax problems, the next step matters. You want them to get clear guidance from a team that understands serious tax situations and treats the referral with care.
Start Here
Submit a Client Referral
Share the basic details, choose whether we should contact you or your client first, and we will help guide the next step.
Common Referral Needs
Tax Issues We Can Help Referred Clients With
Tax Hardship Center provides support for individuals and businesses dealing with IRS and state tax problems.
IRS Tax Relief
For clients who owe back taxes and need help understanding resolution options.
State Tax Relief
For clients dealing with state tax balances, notices, or collection issues.
Unfiled Tax Returns
For clients who need to catch up on past filings and move toward compliance.
Wage Garnishment
For clients whose paycheck may be affected by tax collection action.
Bank Levy
For clients worried about money being taken from a bank account.
Audit Defense
For clients who received an audit notice or need help responding.
Penalty Abatement
For clients whose tax balance has grown because of penalties.
Installment Agreement
For clients who may need a structured payment plan.
Offer in Compromise
For clients who may want to explore whether settlement is possible.
Payroll Tax Issues
For business clients dealing with payroll tax notices, missed deposits, or Form 941 concerns.
When To Refer
When toRefer a Client
Some clients need more than general tax preparation or financial guidance. If the issue involves notices, collections, missing returns, or tax debt they cannot manage alone, a referral can help them get focused support.
IRS or state tax debt.
IRS letters or collection notices.
Wage garnishment or bank levy concerns.
Tax liens or urgent collection pressure.
Several years of unfiled tax returns.
Audit notices or document requests.
Payroll tax debt or missed deposits.
Penalty issues or growing balances.
A tax problem that is affecting their business, finances, or peace of mind.
Our process
How the Referral Process Works
A referral should feel simple for you and clear for your client.
submit the referral
Complete the referral form with your contact details, your client’s contact details, and any helpful notes about the tax issue.
choose who we should contact
Select whether Tax Hardship Center should contact you first or reach out to your client directly.
we review the situation
We look at the tax issue, urgency, notices, tax years involved, and any collection action that may need attention.
the client gets a clearer next step
The client can learn what information may be needed and what tax relief options may be worth exploring.
Why Refer Us
Why refer to Tax Hardship Center
Your client relationship matters. A referral should connect your client with support that is clear, respectful, and focused on the right next step.
Nationwide tax relief support
Tax Hardship Center serves individuals and businesses in all 50 states, so clients can get support from home.
Help for personal and business tax problems
Clients can be referred for personal tax issues, business tax issues, tax preparation needs, and tax relief concerns.
A simple referral handoff
The referral form collects both client contact information and referral contact information, with an option to choose whether we should contact you or your client first.
Clear next steps for stressed clients
Many clients are unsure what the IRS notice means or what they should do first. The goal is to help them understand the situation and move forward with less confusion.
Refer a client
Not sure whether
to refer the client yet
If you are unsure whether your client is a fit, start with the information you have. A tax issue does not need to be fully organized before a referral is made. The notice number, tax year, estimated balance, or short explanation of the problem can help us understand the next step.
Frequently asked questions
Client Referral Questions
Honest answers to the most common Partnership questions.
Who can refer a client
Tax professionals, accountants, bookkeepers, attorneys, financial advisors, business advisors, and other professionals can refer clients who may need tax relief support.
What information should I include in the referral
Include the client’s name, contact information, company if applicable, and any notes about the tax issue. Helpful details include the notice type, tax years involved, estimated balance, and whether there is active collection action.
Can I ask Tax Hardship Center to contact me before contacting my client
Yes. The referral form includes an option to choose whether we should contact you or your client first.
What types of clients are a good fit
Clients with IRS or state tax debt, unfiled returns, collection notices, wage garnishment, bank levy concerns, audit notices, penalties, or payroll tax problems may be a good fit.
Do referred clients get guaranteed results
No. Tax relief options and results depend on the client’s tax balance, filing history, income, assets, documents, deadlines, and IRS or state status.
One last things
Ready to refer a client
If your client needs help with tax debt, IRS notices, unfiled returns, audits, collections,
or payroll tax problems, submit the referral and help them take the next step.