TaxWealth Alliance
Grow Your Practice without Adding Overhead

The TaxWealth Alliance empowers advisors to expand their practice, earn attractive compensation, and deliver elite tax solutions—without adding overhead or disrupting existing client relationships.

The TaxWealth Alliance is strategically designed to transform the tax practice for CPAs, Enrolled Agents and accountants and provide an instant and deeply experienced tax planning department for financial advisors and other professionals.  It provides you with cutting-edge strategies, tools, technology, and expert support, backed by more than one hundred years of combined tax experience.  TaxWealth is your strategy and execution partner that expands your services and helps you retain clients without adding additional overhead to your already busy practice

Benefits of Joining the TaxWealth Alliance:
 
  • Differentiate With Advanced Strategies—No Overhead Required

    Gain access to exclusive, IRS-tested strategies that empower you to offer advanced tax savings strategies—without the burden of internal buildout or compliance risk.

  • Unlock 20–50% Revenue Splits for Every Qualified Deal

    Monetize your client introductions through generous referral compensation structures that reward you for bringing clients into high-impact planning engagements

  • Retain Clients With a White-Glove Planning Team Behind You

    Offer the capabilities of larger tax planning firms while remaining your clients’ trusted advisor—enhancing loyalty and reducing attrition from larger, full-service competitors

  • Maximize Client Outcomes by Turning Tax Liabilities Into Strategic Wins

    Equip your clients with advanced tax strategies that increase net proceeds by 20–40% on capital asset sales—transforming a tax event into a wealth-building opportunity

  • Accelerate Growth With Tools That Streamline Tax Strategy Delivery

    Use AI-powered analysis engines, client-ready deliverables, and vetted strategies to confidently engage in planning conversations without adding staff or risking compliance

  • Join a Premium Network of Trusted Experts and Referring Partners

    Be part of a vetted alliance where top-tier CPAs, EAs, RIAs, attorneys, brokers, and more collaborate—positioning you as a go-to expert in sophisticated client engagements

Tools and Features

As a TaxWealth Alliance member, you gain elite access to a smarter, more efficient approach to helping your clients minimize their taxes and protect their wealth. Our program empowers direct and related tax professionals with unique strategies, tools, AI-based technology, and expert support so you can simultaneously leverage the tax code to optimize client returns and increase your practice revenue.

Partner Portal and Dashboard

Central hub where you can refer, track, and engage on deals, interact with TaxWealth experts, and access unique features such as the TaxWealth AI and Tax Analysis Engine.

Strategy Access

Provides personalized financial and tax strategies. Users can explore and apply recommended strategies to optimize tax savings and wealth management.

Turnkey Referrals

Attractive comp splits reward your referrals while TaxWealth handles the analysis, strategy, and execution—creating client value without adding workload.

Referral Registration and Tracking

Simply register a referral for Eligible clients who could benefit from TaxWealth strategies then track the deal progress in real-time through your dashboard.

TaxWealth AI

AI-driven chat that analyzes user data to offer insights for improving tax planning and answering in-depth questions on Fed and State tax codes and TaxWealth strategies.

Tax Analysis Wizard

A step-by-step guide for analyzing tax liabilities and potential deductions. Follow the prompts to input tax-related information for a comprehensive analysis.

Expert Access and Support

Access to help resources, including FAQs and customer support contact options as well as schedule expert support for your tax planning and mitigation advice.

Exclusive, Elite Community

A forum for connecting with other users to discuss tax strategies, financial planning, and common challenges. Join conversations or ask questions within the community.

TaxWealthU (Coming Soon!)

Ongoing education portal with unique content to help advance your tax knowledge, earn continuing education credits, and get TaxWealth strategy training.
Become a Partner

Innovative technology, deep experience, and white-glove support combine to help you bring unique solutions to your clients and help you expand your client-base.

Alliance - Basic
Free

Insights, resources, and case studies to enhance tax planning strategies for professionals.

  • Access to TaxWealth's strategy library
  • 20% Commission Splits
  • Partner portal access
  • Referral registration and tracking
  • Tax strategy training and support
  • TaxWealth AI
  • TaxWealth Tax Analysis Wizard
  • TaxWealth branded enablement materials (Slides, Data Sheets, analysis, more)
  • Exclusive online community
  • Direct consult scheduling
  • Online education (Coming Soon)
Join Now
Best Value
Alliance - Elite
$999.00 /annually

Partnership that enables your company to present TaxWealth strategies as your own solutions.

  • All the features of Alliance - Basic plus:
  • up to 50% Commission Splits
  • White labeled materials with your branding.
Join Now