Turn Client Relationships Into Additional Revenue
Partner with Choice Tax Planning and earn referral rewards while providing your clients with advanced tax planning strategies that can save them thousands.
See How the Partner Program Works
The Challenge for CPA Firms
Most CPA firms have clients who need more advanced tax strategies than they can realistically build and deliver in-house.
The issue is not client demand. The issue is having the time, infrastructure, and specialized strategy depth to execute at a high level without adding complexity or risk to your firm.
That is where we come in.
We help CPA firms offer high-end tax strategies that are:
- Fully vetted by DDP
- Vetted by a network of 200+ CPAs, tax attorneys, and specialists
- Already structured and tested
- Built for high-income business owners who need more than standard compliance work
A Simple Four-Step Process
Identify Clients
You identify clients who are a fit for advanced tax planning.
Introduce Us
You introduce those clients to our team of specialists.
We Execute
We handle the strategy, structuring, and execution.
You Benefit
You remain the trusted advisor and earn revenue from each engagement.
Why This Works for CPA Firms
Expand Client Value
Bring advanced strategies to clients without building a new service line internally.
Keep Control
You maintain complete control of the client relationship as their trusted advisor.
No New Training
You do not need to learn or operationalize unfamiliar, complex tax strategies.
Zero Delivery Burden
Avoid the implementation complexity and delivery overhead entirely.
Sophisticated Planning
Your clients get access to high-end planning with massive perceived value.
Additional Revenue
Earn substantial referral compensation for every client engagement.
Proven Results
30-50%
Average Client Value Reduction in tax bill
$10,000+
Average Partner Earnings Per successful referral
Our Ideal Clients
We specialize in helping high-income earners and business owners who are looking for proactive tax reduction strategies.
Frequently Asked Questions
Start Referring Clients Today
We are onboarding a small group of CPA partners who want to offer more advanced tax strategy opportunities to the right clients.
Schedule a Call
Book a quick call to see how the partnership works.
Deliver More Value
Provide advanced solutions to your clients.
Apply to Become a Partner
Complete the application below to get started.
Questions? Call us: (925) 607-7711