Refer Your Tax Planning, Accounting, and Return Preparation Cases with Confidence
Built for CPAs, EAs, Accountants and Financial Professionals Who Want to Refer Tax Planning, Accounting, or Return Preparation Work They Don’t Specialize In — Without Losing Their Client’s Trust
DiLUCCI CPA referral program
We specialize in tax planning, accounting, and return preparation for both individuals and businesses — from high-net-worth clients to complex entity structures. When you refer a client, we’ll take it from there: our team will contact them directly, handle the tax work with precision and care, and keep you informed every step of the way. You can choose to stay involved, receive updates, or have the client returned to you once the engagement is complete. This isn’t a rev share arrangement — it’s simply a trusted place to send clients when the work falls outside your scope. We only want to take on the engagement if you believe it’s what’s best for your client.
Our IRS Expertise:
Strategic tax planning for individuals and business owners
Preparation of complex individual, corporate, partnership, and multi-state returns
Ongoing accounting and advisory support for growing businesses and multi-entity structures
Clean-up and catch-up bookkeeping, financial statement preparation, and compliance support
WHAT YOU Gain:
Maintain the Client Relationship While Offloading Work You Don’t Want to or Can't Handle
Peace of Mind Knowing Complex Returns and Strategies Are Handled Accurately
Ability To Focus on Your Core Services Without Losing the Client Relationship
Frequently Asked Questions
Will I lose my client if I refer them to you?
No. We respect your relationship with your client. You can choose to stay involved, receive updates throughout the engagement, or have the client returned to you once the IRS issue is resolved. We’re here to support — not replace — you.
Do you work with clients in other states or countries?
Yes, we work remotely with clients across the U.S. and globally. Our team is equipped to handle IRS matters regardless of location.
How do I refer a client?
Simply fill out the short form on this page to be a call. We’ll take it from there — contacting the client, handling the matter, and keeping you informed as requested.
Do you offer rev share?
No — we don’t offer rev share. Our goal is to support your client only when you believe we’re the best fit for their tax needs. We want every referral to come from a place of trust and alignment, not financial incentive. Think of us as a resource when the work falls outside your scope, not a revenue stream.