Partner With Stonebridge to Deliver More Value to Your Clients
At Stonebridge Tax Advisors, we believe the best results happen when trusted professionals work together. Our Partner Program gives CPAs, wealth managers, attorneys, insurance agents, and other advisors access to our proven, fully compliant tax strategies — enabling you to enhance your service offering, increase client retention, and unlock new revenue streams.
Partner Benefits
Revenue-Sharing Opportunities
Earn competitive revenue-sharing opportunities when your clients engage with Stonebridge strategies. Our structure is simple, transparent, and designed to reward long-term relationships.
Enhance Client Retention
Create 6-figure unexpected capital streams for your clients. Find that much in the couch cushions for them, and they aren't going anywhere. Let our firm help yours achieve those results.
Access to Vetted Proprietary Strategies
Offer strategies that have been rigorously vetted for compliance and tailored to high-income earners. You’ll maintain full control of the client relationship while expanding your toolkit of solutions.
You focus on your clients — we’ll handle the tax strategies.
How It Works
1. Apply & Qualify
Submit your application and schedule an onboarding call.
2. Onboard & Train
Learn how our strategies integrate with your existing services.
3. Refer & Earn
Introduce qualified clients and share in the results.
Ready to expand your impact — and your bottom line?
Stonebridge Tax Advisors provides strategic planning and education. We do not provide tax or legal advice. All strategies should be reviewed by your tax advisor and counsel. Results vary and are not guaranteed.
Stonebridge Tax Advisors, LLC. 2025 ©