We Partner With CPAs to Deliver Advanced Tax Strategy

Without Replacing You.

Elevate your value proposition by partnering with Trucess Tax Advisory, a specialized tax planning firm led by Enrolled Agent Scott Blackley.

We provide the advanced tax strategy your best clients are asking for—complementing the essential services you already provide.

Explore a Partnership
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Why Trucess is the Ideal Add-On Service for Financial Advisors

You serve successful business owners. You see their hard work and their growing revenue. But you also see their frustration when tax season arrives.

Most professionals—whether they are financial advisors, bookkeepers, or insurance agents—know their clients are unnecessarily paying in taxes but need a specialized partner to fix it.

That is where we come in.

We partner with trusted professionals to deliver strategic tax planning that enhances your client relationships. 

Zero Risk for Your Reputation:

Our Initial Tax Plan is performance-based. If we don't identify savings change savings to (meaningful planning opportunities), your client pays nothing.

Collaborative Approach:

We focus exclusively on tax optimization. We work alongside you to ensure our strategies reinforce—rather than disrupt—the financial, legal, or insurance work you are already doing for the client.

Who We Partner With

We build powerful alliances with professionals who serve business owners generating $250kK–$2M+ in annual revenue.

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CPAs & Tax Preparers

"Reduce Compliance Strain. Add Strategic Value."

You are swamped with compliance work. You know your clients need forward-looking planning, but you don’t have the time during tax season to dig into entity optimization or advanced planning opportunities.

  • How We Help: We act as your "Outsourced Tax Strategy Department." We handle the high-level planning, quarterly projections, and strategy implementation. You keep the tax return preparation (if you want it) and get a happier, less stressed client who isn't surprised by their bill.

Health Insurance & Group Benefit Agents

"Offset Premium Costs with Tax Savings."

Whether you represent a specific carrier or work as an independent broker, you know that rising premiums are a major pain point for business owners.

  • How We Help: We help clients identify tax dollars that can be retained through proactive planning that can help offset the cost of the health plans or group benefits you are selling them.
  • The Synergy: We can also ensure self-employed clients are correctly structuring their health insurance premiums (e.g., via 105 Plans or S-Corp wages) to maximize deductibility—making your product even more valuable.
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Let’s Work Together
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Financial Advisors & Wealth Managers

"Reduce Tax Drag.” Improve Investable Cash Flow.

Every dollar your client pays to the IRS is a dollar they cannot invest with you.

  • How We Help: We proactively reduce tax liability, preventing unnecessary taxes, allowing capital to be redirected into retirement accounts, brokerage accounts, or life insurance policies that you manage. We respect your role as the quarterback of their wealth.

Bookkeepers & Fractional CFOs

"You See the Numbers First."

You are the first to notice when a client’s profit is spiking—which means you are the first to know a big tax bill is coming.

  • How We Help: When you spot a client with high net income, bring us in for a Tax Savings Evaluation. We turn your financial reporting into actionable tax savings, making you look like a proactive genius.
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Get Started
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Business Bankers & Lenders

"Improve Cash Flow & Serviceability."

Your clients need cash flow to qualify for loans and lines of credit. Taxes are often their biggest expense.

  • How We Help: By legally reducing unnecessary taxes we improve their Debt-Service Coverage Ratio (DSCR) and free up cash flow for loan payments, making them a safer, stronger borrower for you.

Commercial Insurance Agents

"Fund Policies with Tax Savings."

You have solutions (Key Person, Buy-Sell, Whole Life) that clients “can’t afford” right now.

  • How We Help: We identify liquidity through proactive tax planning to fund the premiums for the protection they need.
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Connect With Us
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Business Attorneys

"Structure for Protection AND Profit."

You handle the legal formation; we ensure the tax election (e.g., S-Corp) aligns with the legal structure.

  • How We Help: We collaborate on entity formation and restructuring to ensure your legal protections don't accidentally create a tax disadvantage.

Deliver Strategic to Your Entire Client Base at Once.

Position yourself as a thought leader by bringing proactive tax planning insight directly to your audience. We offer dynamic presentations on “Common Tax Planning Strategies Many Business Owners Overlook” tailored to your event format.

Client Appreciation Events:

Hosting a gala, golf outing, or VIP dinner? We can attend as a value-add partner to field questions and offer complimentary tax evaluations to interested guests.

Industry Conferences & Workshops:

Need a keynote speaker or breakout session leader? We provide engaging jargon-free presentations that empower business owners to take control of their taxes.

Joint Webinars & Lunch-and-Learns:

We co-host virtual or local sessions to educate your list, with you positioned as the facilitator and trusted host.

Note on Travel:

While we are based in Texas, we serve clients nationwide. For significant gatherings or qualifying attendance levels, Enrolled Agent Scott Blackley or a senior Trucess is available to travel to your location to present in person.

How It Works

01.

Spot the Need:

You identify a business owner client who is frustrated with taxes or has had a high-income year.

02.

Make the Introduction:

Connect them with us for a Complimentary Tax Savings Evaluation.

03.

We Do the Heavy Lifting:

We analyze their situation. If we identify meaningful tax planning opportunities, we present a plan.

04.

You Strengthen the Relationship:

Your client keeps more of what they earn, and your relationship deepens.

Ready to Collaborate?

Option 1: Refer a Client

For Immediate Client Need

Do you have a specific client who is complaining about taxes or facing a big bill? Introduce them to us for a no-risk tax evaluation.

Submit a Client Introduction

Option 2: Explore a Partnership

Strategic Partnership Discussion

Want to discuss how we can work together, learn more about our services, schedule a webinar, or book us for an event? Let’s have a quick introductory chat

Schedule a Partner Meeting