FOR PARTNERSHIPS

Bring advanced tax planning to your best clients, without building it in house.


Innovation Advisory Group partners with accounting firms, financial advisors and other business consultants who want to offer proactive tax strategy and family office planning to their high-income and business-owner clients.

WHAT OUR PARTNERS GET

Three ways our partnership strengthens your firm

01


Escape compliance commoditization.



Differentiate your firm with proactive tax strategy and high-value advisory work your clients cannot replace with software or AI. Compliance is being commoditized. Strategy is not.

02


Deliver more value without more work.


Offer sophisticated tax planning without building an internal specialty department or adding operational burden. Get access to advanced planning involving business structure, depreciation, available credits, charitable planning, retirement-plan design, and other tax-mitigation opportunities.

03


Turn tax prep clients into advisory clients.


Deepen relationships and increase revenue by moving beyond transactional compliance work into strategic planning. Focus your time on your highest-value clients while our team delivers the specialty work.

THE FRUSTRATIONS WE HELP SOLVE

The pressure points we take off of your firm.

FOR ACCOUNTANTS, CPAs & TAX PREP SPECIALISTS


  • Commoditization of compliance services

  • Client retention pressure as clients seek more strategic advice

  • Profitability challenges from spending 80% of the day with the least profitable clients



  • Losing high-value planning conversations to other professionals



FOR FINANCIAL ADVISORS


  • Commoditization of investment management and insurance


  • High costs and diminishing returns from traditional client acquisition


  • Losing high-value planning opportunities because client needs fall outside their expertise


HOW THE PARTNERSHIP WORKS

Designed around how your firm already operates.

We meet with your team, understand your client base and your firm's positioning, and design a working structure that fits how you already operate. We handle or assist with the advanced tax planning work and implementation based on your preferences. You retain the primary client relationship while we provide the specialized planning and implementation support. Where appropriate and permitted, partnership arrangements may also include compensation for defined services, with roles and disclosures established in advance.



No

hiring.

No

training.

No

overhead.

No competing for your client relationship.

WHO THIS IS FOR

Firms moving up the value curve.


Accounting firms and advisory practices who serve business owners, high-income professionals, and families, and who want to move their firm up the value curve without rebuilding it. If your compliance clients are asking questions your firm does not currently answer, we can help.