Partnering with Financial Advisors, Attorneys, and CPAs
A Collaborative Approach to Client Success
Advisors and CPAs rely on Covello Tax Law to strengthen and support the sophisticated value that they deliver, adding depth and impact to their planning, not complexity.
We integrate seamlessly into your advisory process, helping you offer advanced planning solutions that protect your client’s interests and reinforce your role as their primary advisor.
Our collaboration is strategic, discreet, and built around clarity and trust. Whether the engagement involves restructuring for a sale, optimizing tax positions, or planning for generational transitions, you stay in control.
Exit Planning
We partner with advisors to design tax-efficient strategies for clients preparing to sell a business or valuable asset. Our role complements yours, ensuring every legal and tax consideration is addressed before and after closing.
Practical Business and Legal Advice
For advisors serving entrepreneurial clients, we help navigate the legal side of complex business decisions. From formation to operations to exit or succession planning, our guidance reinforces the comprehensive value that you already deliver.
How We Support Financial Advisors, Attorneys, and CPAs
Tax Optimization
We provide the legal and tax depth that your clients need for ongoing efficiency. Our work complements your planning, identifying structural and operational opportunities that strengthen your recommendations.
Entrepreneur-Focused Estate Planning
We help structure estates that integrate business interests, liquidity events, and long-term goals. Our role ensures that your client’s planning remains cohesive, compliant, and lasting.
Why Clients Choose Covello Tax Law
Preserve Control of Your Client Relationship
You stay the trusted advisor. We provide the technical depth that supports your work and never competes with your client relationships.
Enhance Client Outcomes
Together, we create comprehensive strategies that balance financial, legal, and tax perspectives. Everything is explained in plain language, documented clearly, and designed for precision and integration. Our work is structured to deliver demonstrable value to clients and support the advice you already provide.
Responsive, Reliable Collaboration
You work directly with Dustin Covello, ensuring precision, consistency, and professionalism from start to finish. Advisors who wish to formalize collaboration can participate in the firm’s Partner Referral Program, which provides structured opportunities for coordination, shared insight, and mutual referrals as permitted by legal and ethical standards.
Let’s Collaborate
Advisors choose Covello Tax Law for proactive collaboration that enhances client results and strengthens your long-term relationships.
If you’re advising a client on a business startup, operations or sale, or a complex tax matter or investment, we help you deliver outcomes that demonstrate value while keeping the process clear and efficient.
Please do not include sensitive financial or tax details in your message. All inquiries are kept confidential.
