PARTNER WITH US

We currently do not have a fee for partnering. Some advisors choose to purchase a block of consulting hours to reserve our time for their clients post-tax season.

No, we do not offer or accept referral incentives or profit-sharing arrangements with financial advisors. Our focus is on providing independent tax services to ensure the best outcomes for your clients, free from any financial influences.

Absolutely not! We are not affiliated or in-house with a wealth advisory practice and do not offer financial planning services.

Claire's CFP® designation and extensive financial planning experience helps her excel at client service, communication with you, and executing your plan. We hope you see it as an added benefit, too!

We do not currently offer co-branding.

We do not make exceptions to who we serve. For more specialized needs, visit The Right Accountant to connect with our network of trusted accountants.

We provide you with a secure link to upload any tax-related documents for the client and keep you in the loop as questions arise. Once the return is complete, we proactively share it with you.