Expand your services
Introduce tax-planning opportunities to eligible clients.
FOR CPAs READY TO GROW
Work smarter.
Earn more.
Be your clients' tax-planning superhero.
Bring more value to your clients with TPF's tax-planning programs and partnership support.
Make $200,000before Christmas with us
Book My Partnership CallNo signup fee. No credit card. No cost to join.
We want a partner. Not a payment.
There is no cost to join our CPA partner program.
Grow your practice
Explore a new revenue opportunity with TPF.
Keep the relationship
Stay at the center of your clients' financial lives.
Let's see if we're a fit.
Schedule a 30-minute conversation to learn how the program works, discuss compensation, and explore your next steps.
- 01Meet the TPF team
- 02Review the partnership
- 03Plan your next steps
Your CPA partnership call
30 minutes · Online
Choose a time that works for you.
View available dates and times on our scheduling page, then reserve your conversation with the TPF team.
Choose your daySelect your timeConfirm your details
Book My Partnership Call Continue to TPF's live scheduling page.