For CPAs

CPA Partners

Stop being just a tax preparer. Become your client's most trusted strategic advisor. Ryan Firth, CPA/PFS, CFP®, works with Houston CPAs as a peer, helping you engage in technical planning conversations and implement the strategies that protect your best clients.

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Who this is for

  • Houston CPAs and firms with business-owner and high-income clients
  • Preparers who want to add planning conversations without becoming product salespeople
  • Firms looking for a fee-only, non-competing referral partner for investment management

Problems it solves

  • Clients ask about QSBS, cash balance plans, and buy-sell funding, and the answer has to be right the first time
  • Advisory revenue that depends on compliance season
  • Referral partners who sell products and put the CPA's reputation at risk

What makes it different

We are fee-only and not a CPA firm, so we never compete for tax work and never earn commissions on your clients. Ryan has served on the TXCPA Houston Board of Directors and presents continuing education to the Houston CPA community.

Download the CPA Survival Guide

The guide covers the advanced planning strategies that drive revenue, build loyalty, and protect your best clients:

  • How to leverage the $15 million QSBS exclusion for C-corporation clients
  • How a cash balance plan can create six-figure tax deductions for high-income professionals
  • The mechanics of a cross-purchase buy-sell agreement

Ryan Firth, CPA/PFS, CFP®

As a fellow CPA and financial planner, Ryan understands the professional pressures you face. He serves as a subject-matter expert and peer-to-peer resource for Houston CPAs, helping you engage in highly technical discussions and implement the advanced planning strategies that solidify your advisory role. Read Ryan's bio.

Recent case studies for CPAs

Questions about cpa partners

Do you pay referral fees to CPAs?

No. We do not pay or accept referral fees. Relationships with CPAs are professional and reciprocal, and any arrangement would be disclosed as required.

Will you compete with me for tax work?

No. Integrity Financial Planning is not a CPA firm and does not prepare returns. We plan with the return in mind and send the implementation back to you.

Can you join a client meeting?

Yes. Ryan regularly joins CPA-client calls to discuss entity structure, retirement plan design, or exit planning.

Talk with a CFA and a CPA/PFS, CFP® about your situation

A free introductory meeting, no obligation. Financial planning is included as part of the investment management fee, so there is no separate planning charge.

Schedule a meetingSee our fees