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Dynamic Partnership

TaxWealth offers innovation-driven tax solutions to help you maximize your clients’ bottom line and grow your practice

How We Help

TaxWealth revolutionizes tax planning, providing partners with innovative solutions that translate into tangible results for your clients. Our approach simplifies the complexities of the tax code, unlocking significant savings and crafting opportunities for business growth. Our partnerships are designed with your success in mind, serving as a testament to our commitment to driving impactful outcomes.

  • Innovation-Driven Solutions: Using experience and technology, we craft and curate unique and powerful tax strategies for you to present to your clients.
  • Harnessing the Tax Code: Unearth hidden tax opportunities, regardless of your clients financial challenges.
  • Collaborative Approach: A unified front with your team that provides significant results and holistic care for your client.
  • Maximizing Returns: Benefit from IRS-compliant strategies designed to maximize returns.
  • Second Opinion Tax Diagnosis: Offering a trusted reassessment of past tax strategies, mirroring the second opinion a doctor provides to their patients.
  • The TaxWealth Network and Alliance: A network of professionals that are committed to driving tax success for their clients, supported by TaxWealth with well document, successful strategies, tools, and support to bring to your clients the best solutions today and into the future.

Who We Serve

Through these tailored offerings, TaxWealth supports partners across various industries, ensuring that every tax strategy not only meets but exceeds client expectations for financial growth and savings.

  • For CPAs, Accountants, and Financial Advisors: We offer technology-driven strategies that enhance your service offerings, ensuring your clients benefit from sophisticated tax planning.
  • For Attorneys: Our expertise combines with advanced technology to integrate effective tax planning into the financial outcomes of legal proceedings.
  • For Real Estate and Business Brokerage Professionals: Utilize our unique insights to make real estate transactions more profitable through innovative tax strategies.

Partnership Offerings

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.  Upon joining, you’ll gain access to our partner portal where our strategies are clearly outlined for your information, tools and other information is presented, and referrals are registered and tracked.

  • TaxWealth Network: Connect with a professional network committed to tax excellence, supported by TaxWealth’s proven strategies for client success.  The TaxWealth Network is implemented as a referral service from you to TaxWealth who acts as the executing agent.  Commissions are then split according to a pre-defined split schedule.
  • TaxWealth Alliance: Elevate your practice by integrating our strategies as your own, offering a seamless blend of our expertise with your client services.  The TaxWealth Alliance is implemented as a supported “OEM” service where TaxWealth educates and suports you to present TaxWealth’s solutions as your own.  Commissions are then split according to a pre-defined split schedule.
  • TaxWealth Accelerator: An optional marketing service designed to attract high-value clients, enhancing both the TaxWealth Network and Alliance with powerful marketing support. We have a tried and true system that specifically supports the Tax industry and drives new business to your firm. Our service includes assessing your web site, messaging, digital marketing, social media, SEO approach, lead sources, and more.  We then determine a marketing strategy and execution plan that TaxWealth operates as your outsourced marketing provider.


View Partnership Options and Features

Additional Information

Innovative Strategies

The federal, state and local tax codes are multi-layered and even the best professionals may miss the opportunity to leverage…

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Second Opinion Tax Diagnosis™

The federal, state and local tax codes are multi-layered and even the best professionals may miss the opportunity to leverage…

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Capital Asset Sale

TaxWealth can help you solve the taxes triggered by the sale of a highly-valued residence, investment property, a closely-held business…

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Tax Planning

Commercial Office Buildings

The owner of two office buildings with a combined value of $14.9 million wanted to sell but faced a major…

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