CPA Alliance Program
Experience A More Connected Way To Serve Clients
When financial and tax decisions stay in separate lanes, important opportunities can be missed. The CPA Alliance Program is designed to create a more coordinated experience by bringing financial planning and tax perspective into closer alignment, so clients can move forward with strategies that work more clearly together.
A Collaborative, Communicative Process To Help You Serve Your Clients
- Coordinate financial and tax planning meetings.
- Share relevant data and projections (with client consent).
- Align on key strategies before presenting recommendations.
- Maintain ongoing communication to adjust plans as circumstances change.
Clients Make Better Financial Decisions When Advisors And CPAs Plan Together
Planning Support For The
Clients You Serve
Your clients’ needs evolve over time, and strong coordination matters at every stage. Our CPA relationships are built to support clients as their planning needs grow more complex and more connected.
FAQs About Our CPA Alliance
The CPA Alliance Program is a collaboration between Pillar Financial Group and CPAs, designed to better align financial planning and tax strategy for shared clients. The goal is to create a more coordinated planning experience through stronger communication, shared insight, and more informed decision-making. We work alongside CPAs to help bring both sides of the financial picture together.
The CPA Alliance Program supports shared clients by connecting financial planning and tax strategy more closely. This allows for clearer direction, more proactive decision-making, and better coordination around retirement, income planning, distributions, and other major financial decisions.
Within the CPA Alliance Program, CPAs and financial advisors coordinate planning conversations, share relevant information with client consent, and align on strategy before recommendations are made. We focus on creating a more connected and consistent experience across both disciplines.
A partnership between a CPA and a financial advisor can provide more complete guidance, especially where tax decisions and financial planning strategies overlap. This approach can improve communication, reduce gaps between professionals, and support stronger long-term planning outcomes.
CPAs often partner with Pillar Financial Group to expand the value they offer without taking on the full scope of financial planning themselves. We help support client relationships through coordinated planning, added insight, and a more integrated approach across tax and financial strategy.
Support That Strengthens Your
Client Relationship
The goal is not to complicate your process. It is to help expand what your clients receive while preserving the trust you have built.