Share Expert Tax Planning & Earn Rewards

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.

That’s where we come in.

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.

How It Works: Earn Rewards for Client Referrals

Refer Clients

Real estate investors, high-net-worth individuals, and business owners.

Earn Rewards

Get rewarded with cash bonuses for every successful referral.

Grow Together

Strengthen client relationships and your practice.

Interested? Lets get started

Partner with INVESTOR FRIENDLY CPA® to refer clients who need guidance on the tax code and how to maximize their situation. Earn cash bonuses while giving them access to expert, proactive tax planning for real estate investors, business owners, and high-income earners.

Share our FREE Consultation link and ask your referrals to let us know you referred them!

Schedule a FREE Consultation

Why partner with us for tax planning?

By working with our experienced real estate tax planning and business tax strategy specialists, you can:

Increase Revenue

Earn cash bonuses and retention rewards for every successful client referral.

Enhance Client Retention

Keep your clients satisfied by providing proactive tax-saving strategies.

Focus on What Matters

We handle tax strategies so you can focus on compliance, accounting, and advisory.

Reward Tiers

Refer More: Earn More

Partner with INVESTOR FRIENDLY CPA® to refer clients who need guidance on the tax code and how to maximize their situation. Earn cash bonuses while giving them access to expert, proactive tax planning for real estate investors, business owners, and high-income earners.

Schedule a FREE Consultation

Tier

Client Referred

Bonus Per Client

Tier 1

5 Client

$100

Tier 2

5- 10 Clients

$150

Tier 3

10+ Clients