Become A Partner
Become A Partner

Trifecta Tax Relief

Your clients' IRS problems are Solved. Then, they are returned to you.

We partner with CPAs, attorneys, financial advisors, and other financial professionals — handling the full tax representation process so that your client relationships stay intact and your practice grows.

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100%

Client return rate to partners

No

Poaching. Ever. Guaranteed.

Fast

Case intake within 24 hours

Rachel Gibbs

Founder & Lead Tax Representation Specialist

Meet your partner

The experience behind Trifecta Tax Relief

Rachel Gibbs leads Trifecta Tax Relief with a career history that virtually no other tax professional can match. Her background spans both sides of the government — as an investigator and auditor — giving her an insider's understanding of how the IRS and state agencies operate. That perspective is what makes her representation so effective, and your clients' outcomes so much stronger.

Licensed Enrolled Agent (EA)

Federally authorized to represent taxpayers before the IRS at all levels

Owner, Gibbs Financial Firm

Years of hands-on tax and financial services experience serving individuals and businesses

Former Financial Crimes Investigator

Spent years investigating money laundering — she knows exactly how agencies build and pursue cases

Former State Insurance Auditor

Deep regulatory and compliance experience across financial and insurance industries

National Tax Practice Institute Fellow (NTPIF)

Elite designation held by only a small fraction of Enrolled Agent nationwide

Who we work with

Built for CPAs, attorneys, advisors, and other financial professionals

CPAs & Tax Professionals

When your client's situation escalates beyond routine filings — liens, levies, back taxes, audits — we step in as your resolution specialist. You stay their trusted CPA.

Financial Advisors

Tax problems disrupt financial plans. Partner with us so your clients can clear the IRS hurdle and get back on track toward their financial goals.

Attorneys

Tax debt intersects with estate planning, business law, and family law. We handle the IRS side while you stay focused on the legal matter at hand.

Other Financial Professionals

Insurance Brokers, Credit Repair Specialists, Bookkeepers, Realtors, Mortgage Lenders, Bankers, and more.

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How it works

A seamless referral, start to finish

You focus on your core work. We handle the IRS resolution. Your client comes home.

You refer your client to us

A simple, confidential referral — no paperwork burden on your end. We handle the intake and immediately confirm receipt to you and your client.

We complete full tax representation

Our licensed team manages all IRS communication, negotiation, and resolution — from IRS notices and audits to installment agreements, OICs, and penalty abatement.

We keep you in the loop

You receive regular updates throughout the case so you're never in the dark about your client's status. Transparency is built into every step.

Your client is returned to you

Once resolved, we formally close the loop and hand your client back. They leave with stronger trust in you for connecting them with the right help.

Our Promise: We will never solicit, market to, or cross-sell your clients any additional services. Our only job is to resolve their tax issue and return them to you. Your relationship is yours — always.

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Years Of Experience

"My clients come back to me after Trifecta resolves their IRS issues — and they always say they're grateful I connected them. It's strengthened every one of those relationships."

— CPA, Greenville, SC (Partner since 2022)

Partner benefits

Why professionals choose Trifecta

When you refer a client, your reputation is on the line. Here’s why professionals choose Trifecta.

Protect your client relationships

We never compete with you or solicit your clients for other services

Expand what you offer

Give clients a trusted referral pathway for issues you don't handle, without losing them

No additional workload

We handle intake, IRS communication, and paperwork entirely on our end

Strengthen your reputation

Clients remember you as the professional who got them the right help at the right time

Transparent partnership

Dedicated partner contact, regular case updates, and clear communication throughout

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Partner Testimonials

What our partners say about working with Trifecta

Real feedback from CPAs, attorneys, and advisors who trust Trifecta with their clients and keep those relationships strong.

“My clients come back to me after Trifecta Tax Relief resolves their IRS issues and they always say they’re grateful I connected them. It’s strengthened every one of those relationships.”

— CPA, Greenville, SC (Partner since 2025)

“I trust Trifecta Tax Relief with my clients because they handle everything professionally and never overstep. That matters a lot in my practice.”

— Attorney, Miami, FL (Partner since 2026)

“Referring clients to Trifecta Tax Relief has been smooth every time. My clients get results and I keep the relationship.”

— Financial Advisor, Chicago, IL (Partner since 2025)

“They take care of the IRS side completely. My clients come back relieved and thankful, and I stay their go-to professional.”

— CPA, San Diego, CA (Partner since 2026)

“I was hesitant at first, but they proved it. No client poaching, clear communication, and strong outcomes.”

— Attorney, Dallas, TX (Partner since 2025)

READY TO GET STARTED?

Ready to protect your clients and grow your practice?

Join our partner network. Setup takes minutes — and your first referral can be submitted the same day.

Partner Program

Schedule Your Partner Consultation

Interested in becoming a Trifecta Tax Relief referral partner? Use the calendar below to schedule your partner consultation.