Strategic Partnerships for Trusted Professionals
Turn your network into a meaningful revenue stream while delivering more value to your clients.
Lion Star Tax partners with bookkeepers, accountants, financial professionals, and other trusted advisors who want a high-level tax resource they can confidently refer out. We pay referral partners up to 20% commission for qualified business generated through the relationship.
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Your client gets access to professional tax strategy and white-glove compliance services.
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You expand your value without expanding your workload.​
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We create a seamless, mutually beneficial relationship that works for everyone.
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We are also available to our professional referral liaisons to help answer tax or accounting related questions that arise for mutual clients throughout the year .
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Beautiful synergy. Everybody wins.
Client Introduction
Our referral agreement is simple: You introduce the relationship, and you'll earn up to 20% on revenue generated on first year engagements.
Clear terms, clean structure, and zero disruption to your client relationships.
We Deliver the Tax Work
From compliance to advanced tax strategy, we handle everything end-to-end with a white-glove approach. Your client receives high-level service, clear communication, and real results while you stay focused on what you do best.
Strengthen Relationships
& Your Bottom Line
You earn up to 20% on referred work while deepening trust with your clients. You become the connector to solutions they need, all without taking on additional workload.