Are you a CPA firm looking to offer tax planning but don’t have the time or resources to specialize in it? Many CPAs focus on compliance work—tax returns, bookkeeping, and audits—but lack the expertise or capacity for proactive tax strategies.

At INVESTOR FRIENDLY CPA®, our referral program lets CPA firms and business owners introduce others to high-value tax planning services—and get rewarded for it. Help your clients or colleagues access expert guidance to maximize savings, while earning incentives for every referral. It’s a simple way to share knowledge, add value, and benefit from helping others plan smarter.