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
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 prospect makes a decision.
Partner fit
Best partners already advise owners or investors and can keep the conversation grounded in professional review.