Unlock New Revenue From Clients You Already Serve
Partner with the Due Diligence Project (DDP) and provide advanced tax planning opportunities to qualified clients without adding staff, conducting extensive research, or building a new service line.
Your Best Clients Are Already Looking For More
Most CPA firms already serve business owners, high-income earners, and successful entrepreneurs who need more than compliance work. The challenge isn't finding clients — it's having the time, expertise, and resources to confidently support advanced tax planning opportunities.
Why CPA Firms Join DDP
What Is The Due Diligence Project?
The Due Diligence Project (DDP) is a network of vetted professionals. The network evaluates and supports advanced planning opportunities so participating CPA firms can provide additional value without conducting all of the research internally.
How The Partnership Works
01. Join DDP
Gain access to a vetted network of professionals and planning resources.
02. Review Existing Clients
Identify clients who may benefit from additional planning opportunities.
03. Introduce Qualified Opportunities
Discuss potential planning opportunities with clients you already advise.
04. DDP Supports The Process
The DDP network helps evaluate, structure, and coordinate implementation.
05. Revenue Is Generated
Participating firms earn compensation while maintaining the client relationship.
The Partnership Model
Why CPA Firms Partner With Us
New Revenue From Existing Clients
Monetize opportunities already present in your current client base.
Stay The Trusted Advisor
Maintain ownership of the client relationship.
No Internal Research Required
Leverage planning resources supported through DDP.
No Additional Staff Needed
Avoid hiring specialists or creating a new department.
Expand Client Value
Offer solutions beyond traditional compliance services.
Protect Key Client Relationships
Help clients explore more opportunities before another advisor introduces them.
Proven Results
30-50%
Average Client Value Reduction in tax bill
$10,000+
Average Partner Earnings Per successful engagement
What You Keep
Our Ideal Clients
We specialize in helping high-income earners and business owners who are looking for proactive tax reduction strategies.
Why Choice Tax Planning Exists
Choice Tax Planning is a CPA partner acquisition and business development company. Our role is to connect CPA firms with the Due Diligence Project and help them identify additional opportunities within their existing client base. We focus on building relationships with CPA firms and helping them unlock revenue opportunities they may not otherwise pursue.
Frequently Asked Questions
Join The Partnership Network
We are onboarding a small group of CPA partners who want to offer more advanced tax strategy opportunities to the right clients.
Schedule a Call
Book a quick call to see how the partnership works.
Deliver More Value
Provide advanced solutions to your clients.
Apply to Become a Partner
Complete the application below to get started.
Questions? Call us: (925) 607-7711
Schedule Your Partnership Call
Your Clients Already Trust You
Unlock new revenue opportunities without adding staff. Partner with the Due Diligence Project and see how your existing client relationships can create new opportunities for your firm and your clients.