Partner channel
Make referrals easy without asking partners to make tax claims.
A partner path for CPAs, tax attorneys, advisors, insurance professionals, real estate operators, and business connectors who know clients with meaningful tax liability.
- $60k+
- starting tax-liability marker
- 2023-26
- tax years to screen
- No blast
- relationship-led outreach only
Partner path
How a referral actually works.
A simple, relationship-led handoff: you point us toward a client who may fit, we run the fit screen, and any structure goes back through their own CPA or tax attorney before reliance.
Who to think of
Business owners, founders, real estate investors, and high-tax-liability clients with recent or expected federal tax pressure.
What we ask first
Relevant tax years, estimated liability range, entity profile, CPA status, and whether the person wants a briefing or private review.
What we do not do
We do not provide tax opinions, prepare returns, promise qualification, or ask your client to rely on unreviewed marketing claims.
How referrals route
Partners can send a private intro, forward the intake link, or request a small briefing for a qualified client group.
Disclosure gate
Any referral, marketing, or success compensation should be disclosed in writing before a client makes a decision.
Partner fit
Best partners already advise owners or investors and can keep the conversation grounded in professional review.
What we ask of partners
Refer the relationship, not a tax claim.
A good referral stays inside your lane. You introduce the client; the fit screen, the diligence questions, and the CPA or tax attorney review happen on our side and theirs.
What a partner does
- Make a warm introduction or forward the private intake link
- Flag clients with meaningful federal tax liability worth reviewing
- Keep the conversation grounded in CPA or tax attorney review
- Disclose any referral or compensation arrangement in writing first
What a partner never has to do
- Give a tax opinion or tell a client they qualify
- Quote a savings figure, refund, or any outcome
- Stand behind unreviewed marketing claims
- Replace the client's own CPA or tax attorney review
Refer a client
Send a client who may be worth reviewing.
Make a warm intro or forward the private intake link — that's all the partner role asks. We handle the fit screen and prepare the diligence materials; their own CPA or tax attorney reviews any structure before reliance. No tax claims required of you.