Refer-a-Client Program
Help your clients keep more of what they earn. We handle the planning, you keep the relationship.
Who This Is For
CPAs, RIAs, attorneys, private bankers, mortgage and real estate professionals, family offices, and founder networks that want a compliant, documentation-first tax planning partner.
What a Good Referral Looks Like
Ideal clients who benefit most from our tax planning strategies.
Household Income Above $300k
Or material capital gains or K-1 income
Upcoming Liquidity Events
Equity exercises or asset sales
Charitable Intent
Interest in structured giving
Advisory Coordination
Preference for working with existing advisors
How It Works
A simple, transparent process that respects your client relationships and professional requirements.
Enroll
Sign referral agreement and choose compensation option
Submit
Send warm intro or use your unique referral link
Triage
We confirm fit within one business day
Plan
Client receives written plan and execution checklist
Track
Status updates via partner portal and email
Compensate
Payment per your chosen option once client signs
Compensation Options
Regulations vary by profession and state. Choose the model that fits your rules and ethics.
Referral Fee
Flat or percentage of our engagement fee where permitted by law and professional rules
Subject to regulatory compliance
Client Credit
We reduce the client's invoice by an agreed amount
Benefits your client directly
Charitable Give-Back
We donate a set amount to a qualified 501(c)(3) you name, with receipts
Tax-deductible for us
No-Comp Model
For regulated professionals who prefer no remuneration
Pure professional courtesy
Compliance Note
We do not pay fees that would violate professional conduct rules, fee-splitting restrictions, or any state or federal regulation.
What We Do
What We Do Not Do
Protections for Your Relationship
We respect and protect your existing client relationships with clear boundaries and documentation.
Simple Intro Script You Can Use
"I work with Stonebridge Tax Advisors on compliant, documentation-first tax planning. They build plans that layer onto your current strategy and coordinate with our team. If you are open to a 20 to 30 minute review, I will connect you."
Ready to Enroll?
Join our network of professional partners and start helping your clients reduce their tax burden.
To Get Started, We Need:
Typical Timeline
Fit Confirmation
1 business day
Written Plan
Within a few days of document receipt
Compensation
Within 10 business days of client payment
Disclosure: Stonebridge Tax Advisors LLC provides strategic tax planning and coordination. We do not provide legal or investment advice. Referral arrangements are offered only where permitted and are fully disclosed to clients.