Skip to content

CPAs & Tax Accounting Partners

Tax Accountant in Corporate Office

Offer a Premium, Fully-Managed Client Service and Earn Recurring Monthly Revenue

A turnkey, fully compliant revenue multiplier engineered specifically for forward-thinking accounting firms and strategic advisors
Explore more

Engineered for Tax Professionals

We know the corporate tax environment is crowded with aggressive, non-substantiated wellness programs. Tax Strategy Associates' architecture, built alongside Attentive, stands firmly upon verified legal guardrails:

    • Strict IRC Section 125 & 105 statutory frameworks.
    • Fully substantiated, Section 213(d) eligible medical plan designs.
    • Comprehensive ERISA, HIPAA, and Affordable Care Act (ACA) compliance protocols.
    • Comprehensive alignment with AICPA Rule 503 Professional Disclosure Codes for compliant referral distributions [AICPA Code of Professional Conduct Rule 503].
Learn More
Marketing Dashboard

The Zero-Overhead Fulfillment Model

Identify and Select

Your firm flags existing non-audit business clients with 10+ W-2 corporate employees.

Turnkey Execution

Tax Strategy Associates handles 100% of the backend plan implementation, administrative management, employer onboarding, and automated compliance tracking.

Predictable Monetization

Your firm receives a structured, recurring monthly referral distribution for the lifetime of the client's plan usage. Turn advisory hours into scalable corporate equity.

Get Our AICPA Rule 503 Partner Compliance Kit