For CPAs, EAs & Tax Professionals
Final 1040. Form 706. 1041 fiduciary. Step-up basis. Inherited IRA RMDs. The death year and the year after generate 3–5x the tax work of a normal client — and almost no family knows to hire someone before April. Be the firm they call in January.
Co-branded estate-planning awareness for your tax practice. Step-up basis tools. Pre-death engagement workflow. CE-eligible workshop content. Year-round engagement, counter-seasonal revenue.
You already do this work for the families that figure it out in time. Most don't. A branded portal is how the rest of them find you — before the IRS does.
The death year and the year after generate 3–5x the tax work of a normal client engagement: final 1040, Form 706 (if applicable), 1041 fiduciary, inherited IRA RMD planning, step-up basis documentation. Most families don't realize this until April. Be the firm they call in January.
The single most-missed tax move in estate transitions is documenting basis at date of death. Families who don't will pay capital gains on appreciated assets going back decades. You catch this and save them five-figure tax bills. They become clients for life.
The smart families want a tax pro in the room BEFORE the death event — to set up trusts, gifting strategies, and basis-planning. Your branded portal makes you the obvious choice. Engagement comes years before the actual transition, billable from day one.
We provide workshop content that qualifies for CE in many states for CPAs, EAs, and CFPs. Your branded version becomes a client-acquisition vehicle AND meets your annual education requirement at the same time.
Estate tax work is counter-seasonal. Final returns are due nine months after death. Estate income tax stretches over years. Your practice gets revenue smoothing — and a referral source other firms can't access.
The math
Assumes 150-client book, 40% over age 60 with appreciated assets, US mortality data for ages 60+, $4,500 average estate-year engagement, 8 pre-death planning engagements at $2,200 each. Your market, fee structure, and conversion rates will vary. Founding rate of $97/mo recovers in the first engagement.
Founding Tax Pro Tier
After 10 partners, the rate steps to the standard $297/mo. Founding Tax Pros keep $97/mo forever, get first-pass on local attorney + advisor referral matches, direct access to Roger for firm-marketing-compliance walkthrough, and CE workshop kit included in your subscription.
Plan Your Passing is not a law firm, not a CPA firm, and not a financial advisor. Every page carries explicit disclaimers. We never give legal, tax, or investment advice. We never sign returns. We never represent taxpayers before the IRS.
Your branded portal is education and family-conversation infrastructure. The professional-services relationship — and the scope-of-practice and Circular 230 obligations that come with it — remain entirely with you.
Frequently asked
No. Every page is explicit: not legal advice. The platform routes families to local estate attorneys for actual document work (wills, trusts, POAs). Your portal handles tax-adjacent education — exactly the work CPAs, EAs, and tax preparers already do as part of advisory engagement.
Your branded portal is firm marketing, subject to the same Circular 230 §10.30 advertising standards as any other firm collateral. We provide compliant template language and avoid prohibited claims (no guarantees, no comparative claims). Treas. Reg. and AICPA standards reviewed during onboarding.
Yes. The tax work scope (final returns, fiduciary income tax, inherited-asset basis, RMD planning) is fully within EA, CTEC, and AFSP practice rights. The platform doesn't differentiate by designation — you supervise according to your scope, and the portal carries clear scope-of-practice disclosures.
The platform's 50-state guides cover state estate, inheritance, income, and probate tax rules. Your portal flags state-specific obligations for clients. Multi-state preparers can use a single subdomain across all licensed jurisdictions.
It sits upstream — pre-engagement education and intake — not in the preparation workflow. Once a client engages you, all preparation happens in your existing software. The platform is the lead funnel and family-conversation framework that brings them to you in the first place.
Approved hours vary by state and designation. Our Family Estate Readiness Workshop has been approved for 1.5 hours of estate-planning CE in CA, TX, NY, FL, and 12 other states for CPAs and EAs at the date of this writing. We refresh the approval list quarterly and will walk through your specific state during the demo.
I'll show you a live tax-pro subdomain, walk through the estate-year engagement workflow, and answer any Circular 230 or state-board advertising-compliance questions. We can also walk through which CE hours apply to your state.
Email Roger to book a demoOr join the affiliate program first to test the audience: /affiliates.