Partnership will help tax professionals diversify their businesses, better serve clients year-round and explore new revenue opportunities through insurance
LAS VEGAS — August 2026 — Southland Insurance Services has partnered with negozee to help tax professionals expand their practices by incorporating insurance services into their existing businesses.
The partnership reflects a broader shift happening across the tax industry: tax professionals are increasingly looking beyond seasonal tax preparation and building year-round financial services businesses.
Through its referral and insurance programs, Southland Insurance Services provides tax offices with an opportunity to integrate insurance into their existing client relationships. Southland offers insurance solutions across personal and commercial lines, including auto, home, life, business insurance, general liability, contractor insurance, commercial auto, professional liability, workers’ compensation and other coverage.
For negozee, the partnership supports its mission of helping tax professionals evolve into broader financial service providers.
Tax offices are becoming financial services hubs
Tax professionals often have something many financial services companies spend years trying to build: trusted relationships with local families and small-business owners.
Clients already turn to their tax professionals to discuss income, businesses, dependents, real estate, investments and other major financial decisions. Insurance can be a natural extension of that relationship.
Instead of serving clients primarily during tax season, tax offices can increasingly become year-round destinations where clients can access multiple financial and business services.
Southland has developed programs specifically for tax professionals, including insurance protection for tax practices and opportunities for tax offices interested in integrating insurance services into their businesses.
“Tax professionals are in a unique position because they already understand so much about their clients’ financial lives,” said Tony Martinez, co-founder of negozee. “Our goal is to help our members expand beyond tax preparation and become year-round financial professionals. Insurance is an important part of that evolution.”
Creating new opportunities for tax professionals
The Southland and negozee partnership will focus on educating tax professionals about how insurance fits within a diversified financial services model.
For tax office owners, the opportunity goes beyond simply adding another product. Insurance can help create additional client touchpoints throughout the year, deepen existing relationships and provide another potential revenue stream outside the traditional January-to-April tax season.
For clients, the model can make it easier to access important financial services through professionals and local offices they already know.
Southland also brings bilingual capabilities and more than 20 years of industry experience, according to the company.
Southland Insurance Services to Exhibit at Emprende Tax Las Vegas
As part of the partnership, Southland Insurance Services will exhibit at the Emprende Tax negozee National Conference, taking place September 14–16, 2026, at Bellagio Las Vegas.
Emprende Tax brings together tax professionals, accountants, financial professionals, entrepreneurs and financial-service companies for three days of education, networking and business development.
The conference takes place alongside AVANCE Global, with negozee participating as a programming partner. AVANCE Global 2026 is expected to bring together thousands of Latino entrepreneurs, investors, executives and financial professionals focused on entrepreneurship, capital, wealth creation and economic mobility.
Southland’s presence will give attending tax professionals an opportunity to learn directly from the company about insurance, referral opportunities and how insurance services can complement an existing tax or financial services practice.
Building the next generation of tax firms
The partnership is part of negozee’s broader effort to connect tax professionals with services that can help transform a traditional tax office into a diversified financial business.
That increasingly includes areas such as insurance, bookkeeping, payroll, business formation, credit, lending, banking, real estate and financial education.
The objective is simple: help tax professionals increase the value they provide to each household and small-business client while creating more sustainable, year-round businesses.
“Tax preparation can be the beginning of the client relationship, not the end,” Martinez said. “When tax professionals have access to the right partners, technology and education, their offices can become important financial resource centers in the communities they serve.”
About Southland Insurance Services
Southland Insurance Services provides personal and commercial insurance solutions for individuals, families and businesses. Its offerings include auto, home, life, business, commercial auto, contractor, general liability, professional liability, workers’ compensation and other insurance solutions. The company also provides specialized programs designed for tax professionals and referral partners.
About negozee
negozee is a professional community and business platform serving Latino tax professionals, accountants, financial advisors and entrepreneurs. Through education, events, partnerships and financial-service programs, negozee helps independent professionals expand their expertise, grow their businesses and better serve Latino families and small businesses across the United States.
Learn More
Southland Insurance Services: southlandinsurancesvcs.com
Emprende Tax Las Vegas: negozee.com/emprende-las-vegas
AVANCE Global: avanceglobal.com