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PROFESSIONAL PARTNER PROGRAMME

Advisor to Accountants

At TaxKey, we work closely with accountancy practices across Ireland who want trusted,
specialist tax support for their clients - without diluting their own client relationship.
 

Our Professional Partner Programme is designed for accountants who value
technical excellence, responsiveness and a collaborative, client-centric approach.

This is not outsourcing. It's partnership.

VIP fast-track turnaround

Priority turnaround on technical queries

Preferential hourly rates

Pre-paid bundles at reduced rates for ad hoc tax queries

A specialist team

We understand your firm, your clients and your standards

Partnership Benefits

What It Means to Be a Professional Partner

Professional Partners are accountancy firms who engage with TaxKey on an ongoing basis
through a bundle of specialist tax advisory hours. As trust builds, so does value.

Our Approach

Why Choose Our Service

Discuss

Propose

Onboard

Analyse

Advise

Implement

Support

1

Initial discussion

We discuss the client's objectives, circumstances and tax issues with you and/or your client.

DISCUSS

2

Proposal & scope

We issue a clear proposal setting out the scope of work, deliverables and a fee estimate.

PROPOSE

3

Client approval & onboarding

Once approved, we onboard the client and formally commence the engagement.

ONBOARD

4

Technical analysis & planning

We carry out detailed tax analysis, assessing available options, technical risks and relevant reliefs.

ANALYSE

5

Clear recommendations

Started with a vision to make expert tax advice accessible to all.

ADVISE

6

Implementation support

We work alongside you as the planning is implemented, ensuring alignment with compliance requirements.

IMPLEMENT

7

Ongoing support

We remain available as the plan is rolled out, providing continued support as circumstances evolve.

SUPPORT

Flexible Access


Bundle of Hours: How It Works

Our Bundle of Hours provides accountancy firms with flexible, ongoing access to specialist tax advice for ad-hoc and technical queries.

The client implemented a clear, tax-efficient succession plan

The clients and children were confident about the process and tax reliefs

The client expressed strong confidence in the combined advisory team

Once in place, the bundle allows you to raise queries quickly and receive priority access to our tax team without the need to scope each issue individually.

Our Mission

 

The Bundle of Hours is designed for ad-hoc technical queries. Where a matter requires deeper analysis or structured planning, we work with you on a standalone advisory engagement.
 

Each engagement is carefully scoped, transparently priced and delivered in close collaboration with you.

Stay Ahead With Expert Knowledge

The Outcome

The client implemented a clear, tax-efficient succession plan

The clients and children were confident about the process and tax reliefs

The client expressed strong confidence in the combined advisory team

Future inheritance tax exposure for the children was significantly reduced 

The accountant retained full control of compliance and client management 

Most importantly, the client felt they had received joined-up, holistic advice

Case Study

Holistic Advice Through Collaboration

The Collaboration

The accountant engaged TaxKey as a Professional Partner to provide specialist tax planning support.
Working closely together, we:

Reviewed the client's asset structure and family circumstances

Identified exposure to various taxes (CAT, CGT, Income Tax, VAT and Stamp Duty)

Considered reliefs including CGT Retirement Relief, CGT Entrepreneur Relief, CAT Business Relief

Designed a phased succession plan aligned with the client's retirement timeline

Throughout the process, the accountant and TaxKey worked closely together as a single advisory team. We contributed detailed tax planning expertise, while implementation was coordinated collaboratively.

The Situation

An accountancy firm approached us regarding a long-standing client who owned a portfolio of rental properties and a family trading company. The client was approaching retirement and wanted to begin succession planning for their children, while also reducing future inheritance tax exposure.


The accountant was managing:

Annual accounts and tax compliance

Property income reporting

Company payroll and VAT

However, the succession and inheritance tax implications had become increasingly complex.

Fast access to specialist tax expertise at preferential rates

Priority turnaround and deep technical expertise across complex areas including succession planning, inheritance tax, property structures, company reorganisations and cross-border matters.

1

A genuinely collaborative advisory relationship

We work alongside you as specialist tax advisers, delivering joined-up advice while you remain the client's trusted day-to-day adviser.

2

Flexible, cost-effective access through a bundle of hours

A bank of specialist tax advisory hours, available at a reduced hourly rate and drawn down as tax technical issues arise.

3

Practical, strategic advice that delivers real outcomes

Client-focused recommendations that go beyond legislation and translate clearly into implementable actions.

4

Confidence, scalability and professional alignment

Specialist support that grows with your firm, delivered within the same regulatory, ethical and professional standards you expect.

5

Why Partner With Us

5 Reasons Accountants Choose to Become Professional Partners

Professional Partners are accountancy firms who engage with TaxKey on an ongoing basis
through a bundle of specialist tax advisory hours. As trust builds, so does value.

Ready to Partner With Us?

Contact us today to discuss how the Professional Partner Programme can support your practice and deliver better outcomes for your clients.

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