top of page

Strategic Partner Services SofyTax Can Offer

1500+ clients

Hablamos Espanol

1. Legal Services  (High Priority)

Why: Legal + tax go hand in hand for businesses and individuals.

We Partner With:

  • Business attorneys (LLC, S-Corp, contracts)

  • Immigration attorneys

  • Estate planning attorneys

  • Real estate attorneys

Client Use Cases:

  • Business formation & contracts

  • Immigration status + tax compliance

  • Wills, trusts, and inheritance taxes

  • Property transactions

2. Insurance Services

(Very High Priority)

Why: Required for businesses and heavily tax-related.

We Partner With:

  • Health insurance brokers

  • Life insurance agents

  • Business insurance providers

  • Workers’ compensation insurance

  • Liability & professional insurance

Client Use Cases:

  • Self-employed health insurance deductions

  • Business compliance

  • Risk protection

  • Employee benefits

3. Real Estate Services (High Priority)

Why: Real estate creates complex tax situations.

We Partner With:

  • Real estate agents & brokers

  • Mortgage lenders

  • Property managers

  • Real estate investors’ advisors

Client Use Cases:

  • Buying/selling property

  • Rental income taxes

  • 1031 exchanges

  • First-time homebuyers

4. Financial & Wealth Services (High Priority)

Why: Natural extension of tax planning.

We Partner With:

  • Financial planners

  • Investment advisors

  • Retirement planners

  • College savings specialists

Client Use Cases:

  • Retirement planning

  • Tax-efficient investing

  • Long-term wealth building

5. Payroll & HR Services (Medium–High Priority)

Why: Complements bookkeeping and payroll.

We Partner With:

  • HR consultants

  • Employee benefits specialists

  • Compliance & labor law advisors

Client Use Cases:

  • Hiring employees

  • HR compliance

  • Benefits administration

6. Banking & Lending Services (High Priority)

Why: Small businesses constantly need capital.

We Partner With:

  • Business banks

  • SBA lenders

  • Business credit specialists

  • Equipment financing companies

Client Use Cases:

  • Business loans

  • SBA financing

  • Lines of credit

  • Business credit building

7. Technology & Software Services (Medium Priority)

Why: Improves operations and efficiency.

We Partner With:

  • Accounting software providers (QuickBooks partners)

  • POS system providers

  • CRM providers

  • E-commerce platforms

Client Use Cases:

  • Financial tracking

  • Sales reporting

  • Inventory management

8. Marketing & Business Growth Services

(Medium Priority)

Why: Clients want to grow once finances are stable.

We Partner With:

  • Digital marketing agencies

  • Website designers

  • SEO specialists

  • Branding consultants

Client Use Cases:

  • Business launch

  • Online visibility

  • Sales growth

9. Immigration & International Services

(High Priority )

Why: Many clients need cross-border compliance.

We Partner With:

  • Immigration consultants

  • International tax advisors

  • Translation services

Client Use Cases:

  • ITIN applications

  • Foreign income reporting

  • New immigrant business setup

10. Personal Services

(Value-Added)

Partner With:

  • Notaries

  • Credit repair specialists

  • Identity protection services

bottom of page