Apply to Join Our Partner Program
Help your clients save millions in taxes while growing your practice.
Why Partner With Stonebridge?
Generate New Revenue
Earn 20-30% revenue share on every client
Strengthen Client Relationships
Offer sophisticated strategies typically reserved for ultra-HNW
Full Compliance Support
Every strategy is IRS-compliant with complete documentation
Training & Certification
Comprehensive partner training and ongoing support
Average Partner Revenue Per Client: $50,000+
Our partners typically earn between $25,000 - $100,000 per client engagement
Partner Application
Application Requirements:
- • Active professional license (CPA, RIA, Attorney)
- • Established practice with HNW clients
- • Commitment to compliance and ethics
- • Desire to expand service offerings
What Happens Next?
- 1. Our partner team reviews your application (2-3 business days)
- 2. If approved, we schedule a partner discovery call
- 3. Complete partner agreement and onboarding
- 4. Attend partner training and certification
- 5. Start offering strategies to your clients
Who We Partner With
CPAs & Tax Professionals
Expand beyond traditional tax prep with advanced strategies
Average CPA partner adds $250K+ annual revenue
Registered Investment Advisors
Complement wealth management with tax optimization
RIA partners report 30% increase in client retention
Estate Planning Attorneys
Integrate tax strategies into comprehensive estate plans
Attorney partners save clients millions in estate taxes
Partner Program FAQs
What are the costs to become a partner?
There are no upfront costs to join our partner program. We operate on a revenue-sharing model where you earn when your clients save.
How long is the approval process?
Most applications are reviewed within 2-3 business days. The complete onboarding process, including training, typically takes 2-3 weeks.
Do I need to change how I work with clients?
No. Our strategies complement your existing services. We handle implementation while you maintain your client relationships.
What kind of support do partners receive?
Partners receive comprehensive training, marketing materials, implementation support, and a dedicated partner success manager.