Helping CPA Firms
Build Advisory
Practices.
We provide the backend infrastructure that enables independent CPA firms to offer wealth advisory services without building an in-house advisory team.
INDUSTRY DATA
Industry Data
A significant share of high-net-worth clients work with more than one advisor — and the firms capturing that relationship are often the ones offering more than compliance.
Many HNW Clients Work With Multiple Advisors
THE INDUSTRY CHALLENGE
Why Traditional
Firms Are Falling
Behind.
Automated tax software, AI-driven reporting, and cloud platforms have commoditized compliance, and many firms report growing margin pressure.
One path many firms pursue is proactive wealth advisory—but building that capability internally can require tax attorneys, actuaries, and strategists whose compensation is frequently cited in the $250K–$500K range. CPA Advisory Growth™ was built to solve this.
We provide experienced professionals as a white-labeled backend resource—institutional-level capabilities without the institutional payroll.
CORE CAPABILITIES
Everything Your Firm Needs,
Delivered Seamlessly.
Strategic Analysis
We review your client base using macro-financial filters to identify high-net-worth clients who may benefit from advanced tax planning.
Confidential Case Review
Data is submitted through our blind-data protocol—stripped of identifying information—to protect client confidentiality.
Custom Planning Frameworks
Tailored, multi-layered planning structures with full IRC citations and risk assessments, designed around each client's situation.
Value-Based Pricing
Fee structures aligned to the complexity and value of the planning—not hourly timesheets.
White-Label Delivery
Every plan is presented under your firm's brand, with our network operating behind the scenes.
Ongoing Support
Quarterly reviews, updated analyses as tax codes evolve, and continuous access to our network of specialists.
The best tax reduction specialists rarely advertise — their expertise speaks for itself, and finding the right one for a client can take months or years.
Most CPAs refer out eventually, but without the right relationships, the opportunity and revenue can walk out the door. TRS bridges that gap.
We've spent years building relationships with specialists across many disciplines of advanced tax planning, so when the right opportunity arises, the right specialist is already at the table.
The advisory fee may be higher — meaningfully so — but the potential tax savings may be substantial as well, and where savings are realized, that value is shared between the specialist and your firm.
Greater potential savings for the client, a stronger revenue opportunity for the CPA, and a client who feels well taken care of — the kind of experience that has a way of traveling.
OUR METHODOLOGY
Our Methodology A
Four-Phase
Onboarding Process.
Mutual Fit Evaluation
We evaluate your firm's client profile—starting with your strongest candidate for tax reduction and estate planning opportunities—to confirm alignment.
Confidential Data Submission
You submit anonymized financial information through our secure portal.
Strategy Development
Our network of specialists develops a customized advisory strategy, supported by relevant regulatory and legal references and multi-year planning considerations.
Client Presentation
You present the deliverable under your brand, lead the client conversation, and establish your fee.
The firms that thrive are those that move beyond reporting the past to helping clients shape their future.
Compliance is a commodity. Strategic advisory is a lasting competitive advantage.
Ready For A Confidential Strategy
Consultation?
If your firm serves high-net-worth business owners or affluent families, we invite you to schedule a complimentary consultation.