Your clients call their CPA first.
Taxes are the conversation clients already want to have. Fortis Tax Group puts you in it, through a formal partnership with a CPA whose clients become yours.
The CPA sees the business sale, the equity grant, and the inheritance before anyone else. The advisor usually hears about it afterward.
Informal referral relationships fade. A formal partnership, with economics the CPA shares in, gives them a reason to keep the door open.
As technology takes over the transactional work, clients expect their advisors to coordinate the whole picture. Tax and wealth in one plan is what builds value, and the loyalty that comes with it.
A CPA on your team. A process behind it.
Three things happen. You bring the relationship or we help you find one, clients come to you through the CPA, and the program gives you the structure to run it.
Partner with a CPA
Bring a CPA you already know, or get matched with one. The partnership is formalized under a written agreement, not a handshake.
Clients come to you
Clients are introduced through the CPA, consented, and placed under your rep code. The CPA stays in the relationship, and you lead the wealth side.
The program leads the structure
From underwriting the CPA to the first client conversion, the program sets the framing, positioning, step-by-step process, compliance, and economics, and facilitates each step. The client work is yours.
Request early access.
Rolling out in stages. Early access goes first to advisors with a CPA relationship ready to formalize.
Leave your details and I'll reach out within a few days to set up a conversation.
Questions in the meantime? Email nico@fortistaxgroup.com.