Referral Outreach Letter to Tax Professionals

tax pro referral

👉 Download Referral Outreach Letter (Word Doc)

This customizable letter is designed for you to reach out to CPAs, enrolled agents, and tax preparers who don’t handle tax resolution work. It helps you build referral relationships so they can confidently send their clients to you when tax problems arise.

How to Use This Letter

1. Update with Your Branding

Add your logo and company letterhead.
Fill in placeholders with your firm’s name, contact info, and recipient’s name.

2. Personalize the Details

Insert your years of experience or number of cases handled.
Choose whether to include the optional sections:
- Compliance report back – lets you provide a summary to the referring tax professional, so they can use that information for tax planning.
- Two-way referral mention – makes it clear that you can send them tax prep or accounting clients if they’re taking new business. This is optional, you don't need to include this. It is important to note that you will not take their tax prep clients.

3. Who to Send It To

This letter is most effective when shared with professionals who often encounter clients with tax problems but don’t resolve them directly, such as:

CPAs who mainly do tax prep, bookkeeping, or accounting.
Seasonal tax preparers who don’t handle collections or audits.
Enrolled agents who stick to compliance and planning, not resolution.
Financial advisors who hear about tax problems but don’t handle them.

4. Delivery Tips

Print and mail the letter on your firm’s letterhead for the strongest impression.
Email can also work, especially as a follow-up.
Consider adding a short handwritten note (e.g., “Looking forward to connecting soon”) to make it more personal.
Follow up with a phone call or email within a week of sending to start the conversation.

Why This Works

Many tax professionals want to keep clients happy and compliant but don’t want to dive into tax resolution. By positioning yourself as a specialist who doesn’t compete with them for tax prep or planning, you make it safe for them to refer. Over time, these relationships can become a steady referral pipeline for your practice.

Download the Template

📄 Download the Word Template
Click below to download the fully editable Word version of the letter:

👉 Download Referral Outreach Letter (Word Doc)

(Be sure to update with your letterhead and details before sending.)

How to Find Tax Preparers in Your Area for Mailing

IRS Directory of Federal Tax Return Preparers – Searchable online directory with credentials (EAs, CPAs, attorneys). Doesn’t list addresses directly, but you can look up firms and cross-reference their contact info.
State Licensing Boards – Many state CPA societies or licensing boards maintain searchable directories of licensed CPAs, often including office addresses.
FOIA Requests – Some states allow you to request lists of licensed CPAs, EAs, or tax preparers via a Freedom of Information Act (FOIA) request. Typically includes mailing addresses.
Local Business Directories – Chamber of commerce websites, Better Business Bureau, or even Yellow Pages often list accounting and tax prep firms with addresses.
Google Maps Search – Searching “CPA near me” or “tax preparer [your city]” and building a spreadsheet of addresses for outreach.
Networking Groups – Join local accounting or financial planning associations, or attend small business meetups where tax preparers are members.