CPA Affinity Partner Sign Up

How it works

What Does It Mean To Be an rF CPA Affinity Partner?

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.

If you would like to become an approved provider, here’s what we require from you.

Qualifications

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.

Billing

We require that our professional partners give us a set price that they charge for services.

Professional Discount

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.

Ready to get started? Apply below.

"*" indicates required fields

Name*

First Last

Email*

Phone*

Firm Name*

Website

For how many years have you been a CPA and preparing taxes (if different)?*

Are you signing up for our affinity program as an individual or as a firm?*

Individual

Firm

Have you ever had any disciplinary action with any professional association or regulatory body?*

Yes

If yes, please explain.

Have you ever been convicted of any crime?*

Yes

If yes, please explain.

Have you filed for bankruptcy in the last 10 years?*

Yes

If yes, please explain.

Additional Information

Please provide any additional information about your firm that could help us evaluate your fit for our affiliate program.

Were you referred by an rF client or another one of our affiliate partners? If so, please list their name below.

Terms and Conditons*

I agree that the information I have provided above is accurate and true to the best of my knowledge and belief. I understand that any misrepresentation, falsification, or omission of any facts called for in the application may render this application void and will be cause for termination, whenever discovered. I authorize rebel Financial to conduct a background check on me as a means to determine my eligibility for the affinity program. I agree to help provide rebel Financial all the appropriate information in terms of pricing, billing, and operational processes of my firm that it may require to establish the partnership.

I agree

How it works

What Does It Mean To Be an rF CPA Affinity Partner?

Qualifications

Billing

Professional Discount

Ready to get started? Apply below.

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