rebel Financial does lots of financial planning for its advisory clients, and tax preparation is a large part of that process. We partner with CPAs to help our clients ensure that they are staying the most up to date and to simplify the planning process for them. We subsidize the fees for our clients when they use our affinity partners, based on the revenue that they produce for us.Â
If you would like to become an approved provider, here’s what we require from you.
You must be a Certified Public Accountant with no history of regulatory or ethical misconduct. Additionally you must accent to a background check that we conduct as standard procedure with all of our endorsed professional partners.
We require that our professional partners give us a set price that they charge for services.
Through our partnership, you hopefully will receive as steady stream of referrals, and we will streamline the data collection and scheduling process for you. You'll be able to centrally bill rebel Financial rather than individual clients. In recognition of this, we find that a 20% professional discount rate over what you charge individual clients is equitable and what we require for participation in the program.
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rebel Financial is a Registered Investment Advisor that provides retirement planning, estate planning, financial planning, and investment management services to individual and institutional clients. To get a more detailed description of the company, its management, and practices, view our (form ADV, Part2A) and Disclosures.
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