CFP® practitioner looking for an EA to partner with

Hello All - I have a book of business as an investment advisor rep and looking to provide a higher level of tax planning services for my clients. As a CFP® practitioner, I provide tax guidance, but obviously not advice. Can someone suggest 2 or 3 ways I can find someone proficient in tax planning that would be interested in partnering with a CFP® practitioner? I've gone the route of referring clients to tax professionals but it's been a one way street. I don't mind referring clients to other professionals as long as it's reciprocal. Any ideas would be greatly appreciated!

Posted Apr 28, 2026, 7:01 PM UTC

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