Give your clients the tax partner they deserve.
A white-glove referral program built for advisors who don't refer clients lightly. Senior strategists, transparent revenue share, and a partner team that treats your relationships as carefully as we treat our own.
Advisors whose clients deserve more.
Attorneys
Estate planners, M&A counsel, and family-law attorneys whose clients need serious tax strategy alongside legal work.
Financial Advisors
Wealth managers and RIAs who want a tax partner who actually models multi-year scenarios with you, not against you.
Real-Estate Pros
Brokers, lenders, and 1031 facilitators whose investor clients lose six figures a year to bad tax structuring.
HR & Payroll Firms
Operators who need a strategy-led tax partner to layer on top of compliance work for their SMB clients.
Pick the depth that fits.
Referral
Send a warm intro. We close it. You earn a share of the first-year engagement.
- Tracked partner link
- Quarterly statements
- Single point of contact
Co-advisor
Stay in the loop. Joint quarterly reviews. Your client never feels handed off.
- Everything in Referral
- Quarterly client reviews together
- Shared portal access (with consent)
White-label
Tax services delivered under your brand. We're invisible — your firm gets the credit.
- Co-branded deliverables
- Dedicated team
- SLA-backed turnaround
Four steps to first payout.
Apply
Five-minute intake. We confirm fit within two business days.
Onboard
Sign the partner MOU, get your tracked link and partner contact.
Refer
Send warm intros. We update you at every milestone — ethically and with consent.
Earn
Quarterly payouts via ACH. Transparent dashboards, no surprises.
We protect your relationship like it's our own.
We never cross-sell your services back to your clients. We never poach. We disclose the referral arrangement to clients up front, in plain English, so the relationship starts with trust on every side. If a fit doesn't make sense, we'll tell you that instead of taking the work.
Start the conversation.
Five-minute intake. We'll review and reply within two business days.