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:

• Innovative Strategies with Commission Splits: Unlock unique tax strategies with our expert guidance and cutting-edge technology, empowering you to enhance client services, increase your commissions, and elevate your practice’s value.
• Industry Specific, AI-Driven Technology: Unique features such as TaxWealth chat-based AI that is trained specifically for Federal and State tax codes as well as TaxWealth’s curated strategies, out Tax Analysis Engine that calculates tax outcomes for your clients in a simple, wizard-lead experience, and much more.
• Access to Strategic Tax Experts: Our experts are available for direct scheduling and our exclusive community of experts is available to help you with your tax, client, or strategy questions.
• Team-Based Approach: Partner with TaxWealth to seamlessly integrate expert tax strategies while preserving your client relationships and brand integrity.
• Business Growth with Less Overhead: Leverage TaxWealth’s resources and expertise to scale your business, increase revenue, and retain clients without added overhead.
• Lower Barrier to Entry for Strategic Tax Planning: Simplify complex tax planning with our support and training, giving you the confidence to offer advanced services and stay ahead in the industry.

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.

• TaxWealth Network: Stay informed with curated insights, case studies, and the latest tax planning trends—open to all.
• TaxWealth Alliance: Elite membership with access to advanced tax strategies, exclusive tools, and fee-sharing opportunities—application required.
• TaxWealth Accelerator: Advanced marketing services for Alliance members looking to rapidly grow their client base with tailored digital strategies.