REFER SOMEONE TO INFINITY
Know Someone Who Needs Tax or IRS Help?
When someone you know is overwhelmed by an IRS notice, unfiled tax returns, bookkeeping problems, payroll concerns, or an upcoming tax deadline, knowing where to send them can make a real difference.
Whether you are a current Infinity client, attorney, financial advisor, business owner, or simply someone trying to help a friend or family member, we provide a clear and respectful next step.
Personal service. Clear communication. No judgment.
You Do Not Have to Solve the Problem for Them
You do not need to understand every detail of someone’s tax or financial situation before making an introduction. You only need to recognize that they may need professional help.
Infinity Tax & Financial Services works with individuals, self-employed professionals, and small businesses facing a wide range of tax and accounting concerns.
We take the time to understand the situation, explain the available options, and help each person determine an appropriate path forward.
Anyone Can Make a Referral
Current Infinity Clients
Had a positive experience working with us? We would be honored to help your friends, family members, coworkers, or fellow business owners when they need tax or accounting support.
Attorneys and Professional Advisors
Give your clients a dependable place to turn when a tax, IRS, bookkeeping, or payroll issue falls outside your area of practice.
Friends, Family, and Community Members
You do not need a formal business relationship with Infinity to make a referral. A simple introduction can help someone take the first step toward resolving a stressful problem.
When Should You Refer Someone to Infinity?
You may know someone who:
Received an IRS Notice
They received a letter from the IRS and do not understand what it means, how serious it is, or how they should respond.
Owes Back Taxes
They owe the IRS, are concerned about collection activity, or are struggling to understand their payment or resolution options.
Has Unfiled Tax Returns
They have missed one or more filing years and do not know how to begin getting back into compliance.
Needs Tax Preparation
They need help preparing an individual or business tax return and want clear guidance throughout the process.
Has Fallen Behind on Bookkeeping
Their financial records are incomplete, outdated, or disorganized, making it difficult to understand how the business is performing.
Needs Payroll Support
They need a more dependable way to manage payroll, payroll reporting, and related tax responsibilities.
Recently Started a Business
They have questions about tax responsibilities, recordkeeping, payroll, or the financial systems they should establish.
Is Frustrated With Their Current Provider
They feel ignored, confused, or unsupported and are looking for a more personal and responsive relationship.
How Infinity Can Help
IRS Resolution
Support for individuals and businesses facing IRS notices, tax debt, collection concerns, unfiled returns, and other federal tax problems.
Tax Preparation
Individual and business tax preparation with clear communication, organized document collection, and practical guidance.
Bookkeeping
Ongoing bookkeeping support to help business owners maintain accurate records and make better-informed financial decisions.
Payroll
Payroll support designed to help small businesses pay employees accurately and stay current with payroll reporting requirements.
A Trusted Resource for Your Clients
Attorneys, financial advisors, insurance professionals, bookkeepers, payroll providers, real estate professionals, and business consultants frequently encounter clients with tax or accounting questions that fall outside their primary services.
Infinity can serve as a trusted resource when your client:
Receives an IRS notice
Owes back taxes
Has unfiled returns
Needs tax preparation
Is behind on bookkeeping
Needs payroll support
Is starting or growing a business
Needs help organizing their financial responsibilities
Our goal is to complement the work you already provide—not interfere with your client relationship.
With the referred person’s permission, we can confirm that contact was made and provide appropriate updates about whether they received assistance. We will not share confidential tax or financial details without authorization.
The Greatest Compliment You Can Give Us
Much of our business is built through introductions from people who already know and trust Infinity.
When a friend, family member, coworker, or fellow business owner mentions a tax or accounting problem, you do not need to have the answer. You can simply connect them with our team.
A referral from someone they trust may be the encouragement they need to stop avoiding the problem and begin moving forward.
SUBMIT A
REFERRAL
Referral Questions
Who can refer someone to Infinity?
Anyone can make a referral. You may be a current client, attorney, financial advisor, business professional, friend, family member, coworker, or community connection.
Does the person need to know exactly what service they need?
No. A general description of the situation is enough. Our team will ask questions and help determine what type of service may be appropriate.
Should I tell the person before submitting the form?
Yes. The person should know that Infinity will be contacting them and should give you permission to share their contact information.
A warm email or text introduction generally creates a better experience than an unexpected call.
Will Infinity tell me what happens with the referral?
We can confirm that the referral was received and that contact was made. We cannot share confidential details about someone’s tax or financial situation without their authorization.
Will Infinity interfere with my existing client relationship?
No. When a professional advisor refers a client, our goal is to support the client in the specific area for which they were referred. We respect the relationship you have already established.
Can I make an email introduction instead of using the form?
Yes. You may make a direct email introduction to the Infinity team. Include the person on the message so they know the introduction is being made.
Do not attach tax returns or sensitive financial documents to the introductory email.
What happens when Infinity is not the right fit?
We will be honest about it. When a person needs a service outside our scope, we will explain that rather than encouraging them to purchase a service they do not need.
Does Infinity only work with people in Pasadena?
Infinity is based in the Pasadena and Houston area. Many tax, IRS resolution, bookkeeping, and payroll services can also be provided remotely to individuals and businesses throughout Texas.
Is there a fee for making a referral?
No. There is no cost to introduce someone to Infinity. Any proposed services and fees will be explained directly to the person before work begins.