Complex personal taxes
made simple — for you and your clients
advice
the loop
platform
Advisors, wealth managers, accountants, employers, and attorneys choose Fifteenth to deliver expert and reliable tax support. The platform create seamless collaboration between partner, client, and tax advisor - so clients don't have to play the middleman.
All-in-One Partner Portal
Easily submit and track client referrals, manage tasks, upload documents, and get real-time visibility into your client’s tax projects. You can also preview pricing and access their tax overview — all in one place.
A Better Client Experience, Together
We prioritize seamless collaboration to keep you informed and your client out of the middle. Our process is built to support trust, transparency, and shared success.
Dedicated Relationship Management
We’ll loop you in on client correspondence and meetings (as preferred), and assign a dedicated partner contact to support feedback, strategy, and collaboration.
Discounted Pricing for Your Clients
Clients referred by you receive preferred pricing on their first year of service. No surprises, just added value from the start.
Marketing Support That Moves the Needle
Access co-branded one-pagers and collaborate with us on webinars, content, and live events. We’re here to support your GTM efforts and elevate your brand alongside ours.
Featured on Our Find a Partner Page
Have 3+ mutual clients? Get listed on our public-facing directory to highlight your firm, services, specialties, and even a short intro video. It’s where we send clients seeking trusted professionals.
When you refer clients to Fifteenth, you can be confident they’ll get a smooth, comprehensive process that eliminates the back-and-forth and makes even complex tax situations simple.
Expertise in Complex Tax Situations
Our team specializes in equity compensation and other complex tax scenarios like investment income, K-1s, rentals, and crypto. We serve clients who need more than just a basic tax return.
Simple, All-Inclusive Pricing
Clients get comprehensive tax planning, strategy, preparation, and filing — all for one flat annual fee. No surprise charges or separate fees for advisory services.
Dedicated Team
Each client works with a knowledgeable team committed to guiding them through their tax journey and answering their questions promptly.
Transparent, User-Friendly Platform
Clients can track their tax projects, upload documents, and easily share information with our team. Our platform offers real-time insights into their tax situation at every step.
Single flat fee
Your clients pay a flat yearly fee based on their unique tax situation and complexity.
Preferred pricing
Discounted pricing for first year of Fifteenth’s services to referred clients.
Integrated fees
Fifteenth offers the option of fees inclusive with your pricing plan.
Let’s work alongside you to simplify client taxes.
