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$295.00 / per month

TaxWealth Alliance (Beta)

Partnership that enables your company to present TaxWealth strategies as your own solutions.
  • Access to TaxWealth's strategy library
  • Referral registration and tracking
  • Commission splits and referral fees
  • TaxWealth's unique tax planning AI
  • TaxWealth Tax Analysis Engine
  • Tax strategy training and support
  • Partner portal access
  • Strategy slide decks, data sheets, etc.
  • Register and track deals and referrals online
  • Online education (Coming Soon)