CPA compensation. I have a CPA who has referred me a ton of business how do we reciprocate? I cannot send him a hundred clients a year.

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I’ve spoken to many CPAs recently and asked to partner up. A lot were onboard however none of them wanted a referral fee or any form of cash. How did you come across this gem?

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I had sent him some client years ago the problem is if my planning fee is $20,000 per year I can not compensate him enough. What happens if he sent me 10 clients this year and I charge $5,000 per client. Is it possible that I sent him $250-$500 per client for their 1040?

That’s great that you are receiving business from a CPA!! I’ve never got more than a person needing to make a last minute IRA contribution 😤

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Please share how you developed such an awesome COI??!!

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Just time in building personal a relationship

He brought you a hundred clients? Take him to Vegas, or the Super Bowl.

No. Please read the post clearly

Dear OP, wow! A lot of condescension from someone so inexperienced that they can’t unravel this riddle.

The only legal answer is to get them licenced.

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