For accountants & lawyers
A Planning Partner for Accountants and Tax & Estate Lawyers
Your clients get coordinated corporate and estate planning. You stay their trusted advisor.
We don't do accounting, bookkeeping, tax preparation or legal work, and never will. That work stays with you.
Who this is for
Built for professional advisors
CPA firms and sole practitioners
Tax lawyers
Partnership models
Three ways to work together
Referral partnership
You introduce a client with a planning need; we handle the insurance and planning implementation and report back to you.
Joint engagement
For estate freezes, holdco planning, shareholder agreements and succession, we work as one team: you lead on tax and legal; we model and implement funding and insurance strategies.
Reciprocal referrals
Our clients regularly need accountants and lawyers, and we refer them to our partners.
Your protection
Your client relationship is protected
- We never compete for accounting, tax or legal work.
- A written non-solicitation agreement is available.
- We copy you on every recommendation.
- Nothing happens outside the agreed scope without your agreement.
When to refer
Typical situations to refer
We'll tell you honestly if a client isn't a fit yet, so your referrals never waste your client's time.
Profitable corporations with $250K+ in retained earnings, or $100K+ in annual profit left in the corporation.
Estate freeze or holdco restructuring
Shareholder / buy-sell agreements that need funding
Owner planning a sale or succession
Incorporated physicians and dentists
Estate liquidity and capital gains at death
Process
How a joint engagement works
- 1
Intro call on the client situation
- 2
Joint discovery meeting
- 3
We prepare analysis for your review
- 4
You confirm tax and legal treatment
- 5
Implementation, with you copied throughout
A note on partner compensation
Where permitted by your professional rules of conduct and applicable insurance regulation, referral arrangements can be documented in a written partnership agreement, with full disclosure to the client. Many partners prefer reciprocal referrals and joint engagements instead.
Partner resources
Articles written for accountants and lawyers — planning topics your clients ask about, in plain language.
Browse Insights for accountants & lawyersFAQ
Frequently asked questions
Are you competing with us?
No. We offer no accounting, bookkeeping, tax preparation or legal services — and never will. That work stays with you. Our role is limited to planning analysis and, where appropriate, insurance implementation, always coordinated with you.
Who owns the client relationship?
You do. The client remains your client. We work under the scope we agree with you, copy you on recommendations, and do nothing outside that scope without your agreement. A written non-solicitation agreement is available.
Do you give tax or legal advice?
No. Tax and legal opinions come from you. We prepare planning analysis for your review, and you confirm the tax and legal treatment before anything is implemented.
Can we start with one client?
Yes. Most partnerships begin with a single client situation. There is no minimum commitment — refer one file, see how we work, and decide from there.
What if a client is outside Ontario?
We can coordinate with licensed professionals in the client's province so the work is done by someone properly licensed where they live.
How do you communicate with us during an engagement?
You are copied throughout: after the intro call, after the joint discovery meeting, when analysis is ready for your review, and at implementation. You always see recommendations before the client acts on them.
Get started
Become a partner
Tell us about your practice and how you'd like to work together. We respond within one business day.