For CPAs
Turn your CPA firm into a referral hub
Build a trusted network of real estate agents, appraisers, attorneys, benefit brokers, and property & casualty agents. They refer business clients to TaxOptix, you earn referral revenue — and we handle all the specialist work, billing, and delivery.
Invite the advisors you already know
Every advisor in your circle has clients who could benefit from specialty tax strategies. You connect them; TaxOptix does the rest.
Real estate agents
Clients buying or selling commercial property are ideal for cost segregation and 1031-adjacent depreciation planning.
Appraisers & valuation experts
They already understand asset values. Send them a direct path to turn that insight into tax savings.
Business attorneys
Entity formation, acquisitions, and restructuring conversations are the perfect entry point for QBI and R&D strategies.
Employee benefit brokers
Clients reviewing benefits are often ready for qualified retirement plan design and cash-balance conversations.
Property & casualty agents
Commercial insurance reviews naturally surface businesses with fixed assets, vehicles, and equipment that qualify for cost segregation.
Other CPAs & bookkeepers
Add capacity without adding headcount. Refer specialty engagements to TaxOptix and keep the client relationship.
How it works
No studies to run, no forms to file, no billing to chase. You make the introduction, we do everything else.
Invite your advisors
Share your unique partner link with the advisors in your network. When they sign up, they’re attributed to you.
They refer clients
Each advisor sends their small-business clients to TaxOptix using their own branded referral link.
You earn revenue
TaxOptix performs the work, collects the fee, and pays you 10–25% of billable revenue — plus a 5% override on partners you recruited.
No accounting work. No extra workload.
TaxOptix is the specialist behind the scenes. Your referral partners and their clients get white-glove service while you focus on what you do best.
- Vetted specialist matching (cost seg, R&D, QBI, qualified plans)
- Client intake, agreements, e-signatures and billing
- QuickBooks, payroll, and tax return data collection
- Study delivery, support, and ongoing client communication
- Monthly commission tracking and payouts
Revenue that grows with production
Calendar-year billable revenue you produce determines your commission tier. Tiers reset each January 1.
Starting commission on billable revenue
Once your production reaches $250,000
Once your production exceeds $500,000
Once your production exceeds $1,000,000
Override on every sale from a partner you recruited
Start building your advisor network today
Sign up as a TaxOptix referral partner, get your unique links, and invite the advisors you trust. You keep the relationships; we deliver the tax outcomes and the revenue share.