For Financial Strategists

We offer Partnerships for Tax Professionals and Financial Strategists. Start by booking a quick 15 minute partnership call with us where we walk through the details. You can earn referral fees by introducing business owner clients or other tax professionals to our service. Our commission structure is outlined in the answer below.

Tax Professionals

• Refer other Tax Professionals – 5% of TAR fees paid by those Tax Pros clients. Example
• Clients you file for that use our service – 10% of TAR fees paid by your clients. Example

Financial Strategists

• Clients you serve that use our service – 5% of TAR fees paid by your clients. Example

We start with a video call to identify meetings and events they can schedule. Then we train them on our proprietary software system which collects and provides documentation needed for the Augusta Rule.

We loop their tax professional in immediately. Our team gets the client’s tax packet on the auditor’s desk within 24 hours. If the client meets our defensibility criteria, we provide support during the audit for the Augusta Rule portion of the return.

We provide:

• Free Strategy Call
• Custom rental valuations for each qualifying residence
• White-glove onboarding
• Unlimited expert support to maximize every dollar
• Qualifying events identified and scheduled
• Auto-generated contracts and invoicing
• Secure storage
• Education library
• Responsive email support
• End-of-year tax packet delivered to your CPA with filing instructions
• If you get audited, our goal is to have a packet to the IRS agent the next day.

Start by booking a 15-min Partner Call. We’ll learn about the types of clients you serve and discuss how we may be able to help them. Afterward, we’ll provide you with a custom referral link that you can send to your clients so we can meet with them directly.

For Tax Professionals, we have a co-branded solution coming soon. Stay tuned. If you would like early access, sign up here.

CPAs can file Augusta Rule deductions, but most do not have the time to help clients maintain the documentation required throughout the year. That is where we come in. Our team provides expert coaching and support, clear documentation guidelines, and a system that handles as much of the administrative work as possible. We take care of what we can and coach your clients through the parts they need to handle themselves.

We do our best to remind clients to do their part, such as logging meetings contemporaneously and keeping good notes. Clients who fall behind receive additional reminders from us. However, if they fail to maintain their documentation, they will not receive audit support from us for those events.

We work directly with your client and their team to document their events. However, if your client prefers that we work through you and you have the bandwidth, we are happy to do that as well.

Yes, if they are diligent about it. We are here to help them make the most of the Augusta Rule, no matter how much time is left in the year.

If you like reading tax code and case law the way our co-founder John does, you can explore the IRS provisions, court cases, and supporting guidance behind the Augusta Rule here. We’ve gathered the key legal sources that support the strategy so you can review them yourself.