- Industry Solutions
Financial Advisors
Add value to your client relationships with comprehensive tax planning and optimization strategies.
400+
Advisor Partners
35%
Client Tax Savings
45%
Client Base Growth
Specialized Solutions
Financial Advisors Tax Benefits
Discover how our specialized tax solutions can benefit your organization and maximize your tax savings.
Tax Strategy Integration
Client Education Resources
Investment Tax Planning
Estate Tax Solutions
Retirement Tax Planning
Wealth Preservation
Our Services
Tax Solutions for Financial Advisors
Our specialized tax services are designed to maximize savings and improve cash flow for Financial Advisors.
Cost Segregation
Accelerate depreciation and increase cash flow through engineering-based cost segregation studies.
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R&D Tax Credit
Identify and document qualifying research activities to maximize your R&D tax credit benefits.
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179D Tax Deduction
Claim up to $5.00 per square foot for energy-efficient commercial buildings.
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45L Tax Credits
Claim tax credits for energy-efficient residential and multi-family building projects.
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1031 Exchange
Defer your taxes with a 1031 Exchange. Our no-fee services help you maximize your investment potential.
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Commercial Insurance
Protect your business with comprehensive commercial insurance solutions tailored to your industry.
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Partner Program
Enhance Your Financial Advisory Services
Turn your business network into revenue as an ETS Affiliate. Join our program and create additional income while providing valuable tax savings to your clients.
10% Commission
Earn substantial revenue with our industry-leading 10% commission on every qualified referral.
Growth Partnership
Access exclusive resources and support to help grow your business and expand your client base.
Seamless Integration
Easy-to-use referral system with dedicated support and real-time tracking of your commissions.
Sub-Affiliate Program
Build your own network and earn override commissions on your sub-affiliates' referrals.
2023 Affiliate Program Results
$1.3M+
Commissions Paid
10%
Commission Rate
1,400+
Studies Completed
500+
Active Affiliates
Knowledge Center
Financial Advisors Resources
Access our library of industry-specific resources, case studies, and insights.
Ready to Optimize Your Financial Advisors Tax Strategy?
Join industry leaders who trust our specialized tax solutions. Let's discuss how we can help you maximize your tax benefits.
Average Tax Savings
30-40%