Partner Referral Program
A structured collaboration program for financial advisors, law firms, and accounting firms built on trust, alignment, and professional standards.
About the Program
The Partner Referral Program is designed for professional service firms that work with business owners, investors, and entrepreneurs. The program provides a structured framework for collaboration, referral opportunities, and knowledge sharing. Each relationship is reviewed individually and aligned with the applicable ethical and legal rules that govern professional conduct.
Who It Is For?
- Financial Advisory Firms
- Law Firms
- Accounting Firms
Participants share a commitment to clarity, client-first service, and high professional standards.
How the Program Works?
Inquiry and Review
Firms begin by contacting Covello Tax Law to discuss participation. We review your business, advisory model, and areas of focus to determine whether the relationship is a fit.
Approval and Membership
Once the review process is complete, firms that meet program criteria become Partner Referral Program members.
Member Access
Members receive access to exclusive content focused on tax and legal strategy. Members may also have opportunities to connect with other participating firms and clients of the firm, as appropriate
Mutual Referral Opportunities
Covello Tax Law and participating firms look for opportunities to refer business to one another when appropriate and beneficial for the client.
Referral and Consulting Fees
When legally and ethically permitted, Covello Tax Law pays referral fees to other law firms for referred matters and consulting fees to professional service firms that assist in the firm's work. Please reach out for details.
Why Firms Participate
The program provides a clear structure for collaboration that supports client needs and reinforces trusted relationships. Participating firms receive practical insight into planning strategies, access to a network of aligned professionals, and opportunities to coordinate work that benefits shared clients. Covello Tax Law’s approach emphasizes discretion, transparency, and integration with existing advisor relationships.
Begin the Conversation
Please do not include sensitive financial or tax details in your message. All inquiries are kept confidential.
