How to Refer a Client to ProAxis Tax & Accounting Services
ProAxis Tax & Accounting Services grows primarily through referrals from existing clients and professional partners. If you know an NJ, NY, or PA business owner or individual who would benefit from ProAxis's specialized CPA services, here's how the referral process works.
Who ProAxis Is the Right Fit For
Before referring, please confirm the prospective client matches ProAxis's typical client profile:
- Small-to-mid-size businesses with $500K-$10M annual revenue (especially S-Corps, partnerships, and multi-member LLCs eligible for the NJ BAIT election)
- Real estate investors with rental property in NJ, NY, or PA — especially those with REPS qualification potential or multi-state portfolios
- Medical, dental, and healthcare practices in NJ — especially physician-owners with $400K+ income for defined-benefit plan opportunities
- E-commerce sellers on Shopify, Amazon, Etsy, or multi-platform with multi-state sales tax exposure
- Restaurants and hospitality businesses in NJ with FICA tip credit and tipped-payroll needs
- Construction and contracting firms needing percentage-of-completion accounting and WIP schedules
- Non-profit organizations needing Form 990 preparation and 501(c)(3) compliance
- Professional services firms (law firms, consulting firms, agencies, financial advisors) needing Fractional CFO support
- High-income individuals facing NJ-NY commuter tax allocation, IRS resolution, or estate planning needs
ProAxis is generally NOT a fit for: very large enterprises ($25M+ revenue) needing audit-and-assurance work; pure startup pre-revenue companies needing equity comp accounting (Pilot is better); businesses needing only basic bookkeeping under $300/mo (Bench fits the lowest-end use case).
Three Ways to Refer
1. Direct Email Introduction
Send an email introducing the prospective client to info@proaxiscpa.com. Include their name, business type, brief context (what tax/accounting situation they're facing), and CC them so they can respond directly. ProAxis reaches out within one business day to schedule a free consultation.
2. Forward the Free Consultation Link
Send your contact the link to proaxiscpa.com/contact and have them mention your name when scheduling. ProAxis tracks referral source on every consultation intake.
3. Phone Referral
Call ProAxis at (201) 800-2330 with the prospective client's contact info, and ProAxis will reach out directly. Mention you're calling as a referral source.
Professional Partner Program
ProAxis works closely with attorneys, financial advisors, insurance agents, business brokers, and bankers who regularly identify clients needing specialized CPA services. Professional partners receive:
- Direct access to a ProAxis principal for case discussions and pre-engagement scoping
- Joint client review meetings when the engagement involves coordinated work (estate planning, M&A, business sale)
- Reciprocal referral relationships — ProAxis refers clients needing legal, financial advisory, insurance, or banking services to trusted partners
- Co-branded content opportunities (joint webinars, co-authored articles) for partners with overlapping audiences
Interested in becoming a professional partner? Email info@proaxiscpa.com with the subject "Professional Partner Inquiry."
A Note on Compensation for Referrals
Per AICPA Code of Professional Conduct §1.520.001 and NJ State Board of Accountancy rules, CPA firms have specific restrictions on referral fees and compensation arrangements. ProAxis does not pay direct referral fees to non-CPA referral sources for the engagement of new tax or audit clients (this would create independence concerns). ProAxis appreciates referrals as expressions of trust — and the firm's growth depends on them — but the relationship is built on professional respect rather than financial incentive.
For professional partners (attorneys, financial advisors), ProAxis is happy to enter mutual referral relationships where each party refers clients within their respective expertise. No fees change hands.
Know Someone Who Could Use ProAxis?
Email info@proaxiscpa.com or call (201) 800-2330 with the introduction. ProAxis reaches out within one business day to schedule a free consultation.