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CPA Partner Resource Hub — Twin Peaks Wealth Advisors

CPA Partner
Resource Hub.

Referral tools, client materials, and direct access — built for CPA partners who work with Bay Area tech professionals.

Introduce a Client View Resources How it works →
400+
Approximate households served in the Bay Area and across the country
17+
Years advising tech employees and equity holders since 2009.
SEC
Registered investment adviser based in San Francisco.
Partner resources

Your CPA toolkit.

Four materials built for CPA partners. Download, share, or request co-branded versions.

USE WHEN REVIEWING A RETURN
Referral Trigger Map
A visual decision tree that helps you spot when a client may need planning support beyond tax preparation.
Download
USE WHEN PREPARING A RETURN
Tax Return Red Flags Guide
A quick guide to the line items and patterns that can signal an unmet wealth planning need.
Download
SEND TO CLIENT BEFORE FIRST CALL
Equity Lifecycle Graphic
A client-friendly visual that explains the path from equity compensation to long-term planning decisions.
Download
SEND WHEN MAKING A REFERRAL
Partner Intro Letter
A short client-facing note that explains why you're making the introduction and what Twin Peaks helps with.
Download
Meet One of the Founders

Tushar Kumar — How Twin Peaks works with CPA partners

Who Twin Peaks serves, how referrals are handled, and what your clients can expect after an introduction.

2:30
How this works

Spot. Send. Introduce.

Most referrals take just a couple of minutes to initiate.

1

Spot

Look for RSU income, AMT exposure, large gains, concentrated stock, or other signs of planning complexity. Start with the Trigger Map.

2

Send

Download the matching material and send the client-facing piece that best fits the situation.

3

Introduce

Make the introduction and share the context. Twin Peaks handles outreach, scheduling, and the first conversation.

Ready to Introduce?

Make an introduction in just a few minutes.

Tell Twin Peaks who you're introducing and why. They'll reach out directly and keep the process simple.

Introduce a Client →
How Twin Peaks works with CPA partners

Your client relationship stays primary.

Twin Peaks supports the planning side while you remain the trusted tax advisor.

Direct contact, one business day.

Direct contact with a named partner. No generic call centers. Efficient follow-up when a client situation needs attention.

Materials ready to download and share.

Pre-built resources are available now, so you don't have to explain everything from scratch.

Built for RSUs, ISOs, AMT, and liquidity events.

Twin Peaks focuses on the planning complexity that often shows up with high-income tech professionals.

Our Partner Network

Partnering across the Bay Area.

Twin Peaks works alongside an independent network of professionals across tax, estate, real estate, banking, and insurance.

Real Estate
+
Spencer HsuSan Francisco Bay Area
+
Cliff TsangWillowmar Real Estate, San Francisco Bay Area
Executive Coaching
+
Rohan VermaExecutive Coach, Founder of Arbor Advisory
+
Arjun AroraManaging Partner, Format One
Debt Management & Lending
+
Flourish LendingSan Francisco Bay Area

The companies shown and Twin Peaks Wealth Advisors are separate and unaffiliated entities. Partner categories listed do not constitute an endorsement by or of Twin Peaks Wealth Advisors.

FAQ

Quick answers.

Questions CPA partners often ask before making a first referral.

CPA partner contact
tushar@twinpeakswealthadvisors.com (650) 294-8708 · San Francisco, CA

Ready to take the next step?

Refer a client or book a 20-minute call to walk through how the partnership works.

Introduce a Client Book a Call

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