Professional Referral Program

A Referral Program Designed to Benefit Your Clients Best Interests As Well As Your Business

1) Tax Deferral Services LLC makes it easy to do business with our team.

• A mutual NDA, and a Professional Engagement Agreement or Strategic Partnership Agreement outlines our business relationship and protects your client relationship(s) to overcome any potential conflicts of interest.

2) We provide VIP treatment to every client that is referred to us. We understand the importance to protect your client relationship(s) by treating them with responsive detailed service designed to exceed expectations.

3) We act in a fiduciary consulting capacity to always act in your client’s best interests. We take the time to understand your client’s goals and unique situation to fit custom tax deferral structures, partnerships, and estate strategies to create, preserve, protect and enhance wealth.

4) By working with our team of experts you will enhance the value you offer your clients with your ability to offer the specialized services, solutions, and resources Tax Deferral Services provides access to.

5) Your business has the opportunity to discuss referral benefits as well.