Help Your $1M+ Clients Potentially Cut Their Tax Bill by Up to 44% — Without Losing Them
Entity Structuring • Executive Benefit Plans • Retirement Plan Design
We help solo and small-firm CPAs whose best business-owner clients are still writing $100,000+ checks to the IRS every year access the advanced tax strategies most CPAs never learn — so their clients get real relief, and you get the credit for delivering it.
Bring your top clients strategies most CPAs never learn — entity structuring, executive benefit plans, and high-contribution retirement design
Your clients could unlock $50,000+ in tax savings — you stay their trusted advisor
We do the strategy, the analysis, and the paperwork — you just make the introduction
Who This Partnership Is Right For
SOLO & SMALL-FIRM CPAs
CLIENTS PAYING $100K+ IN TAX
$1M+ INCOME BUSINESS OWNERS
MEDICAL GROUP CLIENTS
HIGH-PROFIT PARTNERSHIPS
EXECUTIVES EARNING $650K+
READY FOR REAL STRATEGY, NOT JUST COMPLIANCE
WANT TO GROW CLIENT LOYALTY
OPEN TO ONE WARM INTRODUCTION
Don't Let 2026 End Without Getting Your Clients This Relief
Every quarter you wait is another quarter your clients overpay the IRS. Fill out the quick form below and we'll set up a 15-minute call this week — no obligation, no cost to you or your client.
QUESTIONS CPAS ASK US
Frequently Asked Questions
We understand the concerns — here's what CPAs want to know before making the introduction.
Will you try to poach my client relationship?
No. You stay the client's advisor of record and the face of the relationship. We work behind the scenes on the strategy and loop you in every step of the way — the goal is to make you look good, not to replace you.
What does this cost my client — or me?
Nothing to you, and no obligation for your client. We run a no-cost analysis first to confirm real savings exist before anyone spends a dollar — if your client moves forward, fees are transparent and discussed upfront with them.
Does my client need to already have something specific set up?
No. Most clients who benefit most haven't done any advanced planning yet — they're just paying full freight to the IRS. If they're a profitable business owner, an executive, or run a medical or professional practice paying $100,000+ a year in tax, they're worth a look.
What's actually in it for me?
Two things: your client sees real, measurable savings that make you look like the CPA who goes the extra mile — and if the introduction leads to work, we make sure it's worth your time. One warm introduction is all it takes to start the conversation.
This page relates only to Connect Advisory Group's tax planning strategy consulting and has no connection to any investment advisory services. Connect Advisory Group is not a CPA firm or tax preparer. We consult with clients on tax strategy and work alongside your client's CPA or tax professional to help implement it — we do not prepare or file tax returns.