Partner Program for Financial Advisors

Optimize Your Clients' Largest Asset. Earn $20 Per Referral.

Property taxes are one of the biggest recurring expenses your clients face. Smart wealth management includes optimizing every major cost center.
Join the TaxDrop Partner Program:

  • Earn $20 for every client you refer

  • Free to join—apply in minutes

  • We handle everything—you just refer

  • Help clients save on property taxes

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As a financial advisor or wealth manager, you help clients grow and protect their assets. For most, their home is their largest asset—and property taxes are a significant ongoing expense. When you refer clients to TaxDrop, you demonstrate comprehensive wealth optimization that goes beyond investments. Real value, real savings, real relationship building.

Why Financial Advisors Partner With TaxDrop

Protect Client Assets

Overpaying property taxes by $1000-$2000 annually compounds over time. Help clients keep more of what they've built.

Strengthen Client Relationships

Zero upfront cost—only pay if they save

Earn Passive Income

Typical savings of 10-15% annually

What Your Clients Get

  • Free savings estimate in under 2 minutes
  • Expert-built appeals by licensed consultants
  • Zero upfront cost—only pay if they save

When to Share TaxDrop With Clients

  • During Comprehensive Reviews: Include property tax analysis in annual financial reviews. It's a concrete optimization opportunity.
  • For Real Estate Holdings: Clients with multiple properties or vacation homes have multiplied savings potential. Review their entire real estate portfolio.
  • At Life Transitions: Inheritance, retirement, or relocation often trigger property changes. Property tax optimization should be part of the transition planning.

Become a TaxDrop Partner Today!

Benefit your clients with property tax savings while earning $20 for every referral.

Join the Partner Program

FAQs

How does property tax reduction fit into wealth planning?

Lower recurring expenses improve cash flow and increase funds available for investment. Over a 20-year period small annual savings compound significantly.

Is this relevant for clients in all tax brackets?

Yes. Property tax savings benefit all homeowners regardless of income level. Even high-net-worth clients with large homes have significant reduction potential.

Can clients with vacation homes in other states use TaxDrop?

TaxDrop currently serves California and Texas. Clients with properties in those states can benefit regardless of where they live.

How do I position this to clients?

Frame it as comprehensive expense optimization. Just like reviewing investment fees reviewing property taxes ensures clients aren't paying more than necessary.

What's the typical savings for high-value properties?

Higher-value homes often have proportionally larger overassessments. Clients with $1M+ properties frequently see $2000-$5000+ in annual savings.