Professional & Client Referrals
A simple handoff to PG Tax Services, personal attention for the client, and a clear understanding of what is needed.
Move needed tax filings forward.
PG Tax Services welcomes referrals from attorneys and other professionals whose clients need current or prior-year federal income tax returns prepared. This includes individuals who need to bring multiple years of unfiled returns up to date or complete tax filings in connection with a larger legal or financial matter.
We work directly with the referred client to identify the tax years involved, collect the necessary information and documents, and prepare the applicable returns.
Time-sensitive matter?
When a matter involves a court, filing, or other time-sensitive deadline, please identify that deadline when making the referral. Expedited preparation may be available depending on the circumstances and the completeness of the client’s records.
What happens after a referral
Referral received
You provide basic contact information, the tax years believed to be involved, and any known deadline.
Client contacted
PG Tax Services works directly with the referred client to identify the tax years involved and collect the necessary information.
Milestones shared
With the taxpayer’s authorization, PG Tax Services can keep the referring professional informed of meaningful milestones during the preparation process.
Meaningful milestones may include client contact, receipt of documents, preparation status, and completion or delivery of the applicable returns.
Begin the referral.
Share only the basic information needed to start the conversation. PG Tax Services will contact the referred client and provide the appropriate secure document-sharing process.
Do not include Social Security numbers, bank information, IRS account credentials, tax documents, or identity-verification information in this general referral form or ordinary email.