A tax partner who speaks planner.
As a CFP® professional, I understand the plan you've built with your client. When I prepare their return, I keep it consistent with that plan and flag anything you'll want to know about: a surprise AMT bill, a vest that changed their bracket, a distribution that needs a second look.
Clean handoffs
With your client's written consent, I'll share a short summary after filing that covers carryovers, estimated payments and what changed from last year.
No overlap
LongCourse Tax prepares returns. I don't manage investments or give planning advice, so your client relationship stays yours.
Fast answers
Partners get a direct line for quick tax questions during the season. Replies within one business day, even in March.
Our promise to you
- We stay in our lane. No investment management or financial planning for clients you refer.
- You stay in the loop, with permission. With your client's signed consent, a short summary after filing.
- No referral fees, either direction. Referrals are a service to your client, nothing more.
- We protect their data. Written information security plan, encrypted portal, multi-factor authentication on every system.
How a referral works
- You introduce us by email, or give your client my booking link.
- We hold a free intro call, then I send a clear fee quote and engagement letter.
- The client uploads documents to the secure portal; I prepare, review and e-file.
- With the client's consent, you receive a short post-filing summary and any items worth discussing.
Tech employees with equity: RSUs, ISOs, ESPP shares, AMT, multi-state vesting. Retirees and pre-retirees: IRA withdrawals, RMDs, Social Security, Medicare brackets, gift returns. Small business owners: sole proprietors and single-member LLCs, quarterly estimates, S-corp timing.
I accept a limited number of clients each season. Clients whose documents arrive after March 15 are filed on extension by default, which is common and often smart when brokers issue corrected 1099-Bs.
A single page you can forward to a client or keep on file: who I serve, what clients get, the partner promise, fee ranges and how to refer.
Introduce a client, or tell me you'd like to talk about partnering. I'll reply within one business day.
Let's talk about working together.
A 20-minute coffee or call to hear how you handle tax referrals today.
Book a free 15-minute call