Expand Your CPA Firm’s Services & Earn More with Tax Planning

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®, we help CPA firms offer high-value tax planning services without hiring additional staff or spending hours on tax strategy research. Plus, our CPA referral program allows you to earn rewards while ensuring your clients receive expert tax planning advice.

IFC Refer and Earn: With 3 Easy Steps.

Step 1: Get Your Referral Link

Generate a referral link by filling out the referral form

Step 2: Invite Friends

Invite your friends by filling out the invitation form with their email

Step 3: Get Rewards

Receive up to $100 for every successful referral

Interested? Lets get started

Partner with INVESTOR FRIENDLY CPA®, firm to refer clients. Earn cash bonuses while ensuring your clients get expert tax planning services.

Submit Your Application

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®, firm to refer clients. Earn cash bonuses while ensuring your clients get expert tax planning services.

Tier

Client Referred

Bonus Per Client

Tier 1

5 Client

$100

Tier 2

5- 10 Clients

$150

Tier 3

10+ Clients

$200

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Referral Program