For CPAs and advisors

Refer a client. We show them the math your way, then report back.

Every figure is sourced and dated. Your client sees the analysis before we ask for contact. You can check every line independently.

How the analysis works for a CPA referral

DUMMYThe methodology is fully transparent. A CPA can re-derive every figure from public sources and current law.

What happens after the referral

DUMMYWe run the analysis, share the report with your client, and loop you in before any placement conversation happens.

Talk to an advisor

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