For CPAs, RIAs, Attorneys
Partner with us to offer sophisticated, compliance-first tax strategies. We handle the planning, you keep the relationship.
Why Partner With Us?
Join a select group of advisors offering sophisticated tax strategies that create exceptional value for clients while growing your practice.
Generate New Revenue
Add six-figure value for your clients while earning substantial partnership fees.
Deepen Client Relationships
Become an even more valuable advisor by bringing sophisticated tax strategies to your clients.
Compliance First
Every strategy is fully documented and IRS-compliant, protecting both you and your clients.
White-Label Solutions
Offer our strategies under your brand, maintaining your client relationships.
Full Support
We handle the heavy lifting - implementation, documentation, and ongoing support.
Grow Your Practice
Differentiate your practice with strategies typically only available to ultra-high-net-worth clients.
Our Ideal Partners
CPAs & Tax Professionals
Expand your service offerings beyond traditional tax prep
Requirements:
- •Active CPA license
- •High-net-worth client base
- •Interest in advanced strategies
Registered Investment Advisors
Add tax planning to your wealth management services
Requirements:
- •RIA registration
- •AUM of $50M+
- •Focus on comprehensive planning
Estate Planning Attorneys
Integrate advanced tax strategies into estate plans
Requirements:
- •Active bar membership
- •Estate planning practice
- •High-net-worth clientele
Simple Partnership Process
Apply
Submit your partner application for review
Qualify
We'll review your practice and client base
Train
Complete our partner certification program
Launch
Start offering strategies to your clients
What We Provide
Everything you need to successfully offer advanced tax strategies to your clients.
Training & Certification
- Comprehensive partner training
- Strategy certification
- Ongoing education
Marketing Support
- Co-branded materials
- Client presentations
- Case study library
Implementation Support
- Full client onboarding
- Documentation preparation
- CPA coordination
Ongoing Partnership
- Dedicated partner support
- Regular strategy updates
- Practice growth consulting
Ready to Transform Your Practice?
Join our exclusive partner network and start delivering exceptional value to your clients.