Your Brand, Your Clients
We create a co-branded tax entity that operates under your firm’s name. To your clients, everything is seamless, and the tax service feels fully in-house.
Your Clients Need Tax Expertise.
Now You Can Offer It.
RIA Tax Partners creates co-branded tax practices for independent RIAs, giving your firm the credibility of in-house tax services without the overhead, hiring, or complexity.
“89% of ultra-high-net-worth individuals prefer receiving all wealth services, including tax planning, from a single source” — PwC HNW Investor Survey
Referring out costs you
When you send clients to an outside CPA, you lose visibility, influence, and potential revenue. The relationship fragments, and so does your value proposition.
Hiring CPAs is expensive
Building an in-house tax team requires significant capital, compliance overhead, and management bandwidth. Most RIAs can't justify it — until now.
Clients expect more
HNW investors increasingly want one integrated team. Fragmented service leads to attrition. Advisors who offer tax and investment services under one roof retain clients at measurably higher rates.
The Partnership Advantage
Everything You’d Want From an In-House Tax Team. None of the Burden.
No Hiring. No Overhead.
Our parent company staffs and manages all CPAs, enrolled agents, tax software, and compliance. You focus on your clients and your AUM.
Optional Equity Ownership
Qualifying partners can receive a minority ownership stake in their co-branded entity, creating a new revenue stream and long-term enterprise value.
Synergy That Grows Your AUM
Integrated tax and investment planning deepens client relationships and improves retention. When clients get both services under your brand, your practice doesn’t just look more capable, it is.
HNW Tax Expertise
Our team specializes in complex returns: K-1s, business interests, trusts, estates, Roth conversions, capital gains planning, and more.
Compliance-Ready Structure
The partnership model is designed with RIA fiduciary obligations in mind. We help ensure proper ADV disclosure and separation of services.
The Process
From Introduction to Launch in 60 Days
Introductory Call
A straightforward conversation about your practice, your clients, and whether we’re the right fit for each other.
Structure Design
We propose a co-branded entity name, revenue model, and management services agreement, purpose-built for your firm.
Entity Formation
We form the co-branded LLC, establish the master service agreement, and handle licensing requirements to operate under the new brand.
Client Launch
We onboard your tax clients with co-branded welcome materials, your firm’s logo, and a seamless transition process. Your clients see only your brand.
The Structure
A Business Built Around You
Each entity is uniquely named to match your RIA’s brand. Your clients recognize your firm, not a third-party vendor.
You retain operational simplicity. We handle all back-office functions, staffing, compliance, and technology infrastructure.
Revenue flows directly from your clients through your co-branded entity, with distributions per the LLC operating agreement.
The Client Experience
Integrated Tax Services, Built Around Your Clients.
We handle both tax preparation and tax planning. Because we work directly alongside your advisory team, we make it seamless. We ease the document burden by pulling custodian 1099s directly from the RIA. Beyond tax season, we offer year-round planning for income projections, estimated taxes, and the major financial events that define a high-net-worth client’s life, all coordinated with your team so that investment and tax strategies always move in sync.
Annual engagements
For clients whose income and investment activity evolves year over year
Event-driven engagements
Business sales, Roth conversions, inheritances, retirement transitions
Advisor-coordinated
Your investment team and our tax team work from the same strategy
Is This the Right Fit?
Built for a Specific Kind of Firm
The ideal partner looks like this:
- Independent RIA with $50M–$1B+ AUM
- Serve high-net-worth individuals and families
- Currently refer clients to outside CPAs
- Want to expand service offering without adding headcount
- Interested in new revenue streams and equity upside
- Open to a long-term business partnership
Common Questions
Frequently Asked Questions
Do my clients know the tax service is not fully in-house?
The co-branded entity is structured to feel seamlessly integrated with your practice. Clients engage with your brand name throughout the entire experience. Full disclosure language is available for ADV filings and client engagement letters, meeting your fiduciary obligations without disrupting the client relationship.
How is revenue split between my firm and RIA Tax Partners?
Fees paid for tax preparation and tax planning, as well as any other tax-related revenue, will flow to the co-branded entity. Distributions are then made in accordance with the LLC's operating agreement. Partners with an equity ownership stake share in the entity's profits on an ongoing basis, creating a compounding revenue stream alongside your advisory fees.
What happens to the co-branded entity if I sell my RIA?
The operating agreement includes buyout provisions, right-of-first-refusal clauses, and continuity protections. The tax entity can be sold alongside the RIA or wound down per the agreed terms. We work with your legal counsel during any transaction to ensure the structure is handled cleanly.
Is RIA Tax Partners a CPA firm?
RIA Tax Partners operates as a tax preparation firm staffed by CPAs and Enrolled Agents. We do not perform audits or attest services. All returns are reviewed and signed by credentialed professionals holding valid Preparer Tax Identification Numbers (PTINs) in good standing with the IRS.
How long does it take to launch tax services under my brand?
From signed agreement to first client onboarding is typically 45–60 days, depending on state entity formation timelines and the complexity of the co-branding setup. We manage the entire formation process so your team stays focused on clients.
What tax software and systems do you use?
Our technology stack covers the full engagement lifecycle, from secure document gathering and client portals to digital workpapers and professional tax preparation software. Everything is enterprise-grade, centrally managed, and co-branded with your firm’s name and logo. Your clients interact exclusively with your brand. RIA Tax Partners operates entirely behind the scenes.
Ready to Expand Your Practice?
Schedule a 30-minute introductory call to learn whether the RIA Tax Partners model is the right fit for your firm.
No sales pressure. No obligation. We only partner with firms that are the right fit.
Request Received
Thank you for reaching out. A member of our team will be in touch within one business day to schedule your introductory call.