Collaboration

CPA Collaboration Overview

Expanding Client Planning Without Expanding Your Workload

Who This Is For

This collaboration is designed for CPAs and tax professionals who want to offer additional planning solutions to select clients — without adding tax prep, audit, or compliance responsibilities. You remain the primary advisor. We operate in the background as a planning and implementation partner.

The Problem We Help Solve

Many CPAs encounter clients who:

Have strong income but limited tax-efficient retirement options

Need advanced deductions beyond basic qualified plans

Could benefit from cost segregation or specialty planning but lack execution support

Are asking broader "what else can we do?" questions outside pure tax preparation

In many cases, the opportunity is clear — but the bandwidth or infrastructure to implement it is not.

How the Collaboration Works

You identify appropriate clients

We design and implement the planning strategy

You retain full control of the client relationship

No added tax prep, audit, or administrative burden on your firm

We work alongside your existing advisors. Nothing is displaced or replaced.

Planning Strategies We Support

Defined Benefit and Cash Balance retirement plans

Cost Segregation studies

Tax-advantaged insurance planning structures

Select advanced wealth and retirement strategies

All solutions are implemented in coordination with you and fully disclosed.

Revenue & Structure

Collaboration structured under a broker/partner agreement

Revenue typically shared 50/50, depending on the strategy

No upfront costs or obligations

You choose when and if to engage

Why CPAs Choose This Model

Expands services without expanding staff

Strengthens client retention

Keeps you at the center of the advisory relationship

Adds incremental revenue without operational drag

Next Step

If this is relevant, the next step is a brief conversation to walk through how CPAs typically introduce this to clients, which client profiles tend to be the best fit, and a few real-world examples. If it's not a fit, no problem at all.