Your Client Relationship Stays Yours
We advise on the legal and tax dimensions of the matter — you remain the primary financial or accounting relationship. No poaching, no client capture, no confusion at the family table.
For Trusted Advisors
CPAs ·Financial Planners ·Bankers ·Family Offices
Refer with
confidence.
A referral-partner portal for the CPAs, financial planners, bankers, and family offices who trust us with their most important clients.
The One-Desk Advantage
Attorney and CPA.
One senior counsel.
When you refer a client for a legal matter with tax implications — or a tax matter with legal consequences — most referral chains split the work between an attorney and a separate tax specialist. The client repeats their story twice. Advice contradicts. Nothing coordinates.
Darryl V. Pratt is dually licensed as a Texas attorney and a Certified Public Accountant, with nearly 30 years of practice across both disciplines. Your referred client receives integrated legal and tax analysis from a single senior advisor — with your existing accounting or financial planning relationship left exactly where it belongs: with you.
What Referring Advisors Receive
Six things you can
count on.
One Desk — Attorney and CPA
Darryl V. Pratt is dually licensed as a Texas attorney and CPA. Referred matters get integrated legal + tax analysis from a single senior advisor. No sub-referral to a tax specialist.
Discretion by Covenant
Nothing about the referred client, transaction, or family situation is shared, published, or used in marketing. Your client's affairs remain private within a small credentialed circle.
Priority Response
Referred matters receive same-week intake and a preliminary conference within ten business days. Time-sensitive matters (closings, sunsets, transactions) move faster still.
Coordinated Deliverables
Draft documents, engagement letters, and closing binders are furnished to both client and referrer (with client consent) so your file remains complete and your workflow uninterrupted.
A Reference Standard
Every referred matter reflects on you. Our engagement letters, drafting, and follow-through are held to a standard that makes referring us an act of professional confidence, not a risk.
Common Referrals
What we routinely
handle for referred clients.
For CPAs & Financial Planners
- Business succession planning and buy-sell agreements
- Trust structures for tax-advantaged wealth transfer
- Asset protection planning for high-liability professions
- Estate planning coordination with existing investment plans
- Pre-immigration tax planning for foreign national clients
- Chapter 7 / 11 restructuring for over-leveraged clients
For Bankers, Wealth Advisors & Family Offices
- Multi-generational trust architecture
- Family office governance and entity structuring
- Fiduciary review of trustees and executors
- Complex real estate and business ownership transitions
- Legacy governance — family constitutions and heir councils
- Coordinated cross-border planning (U.S.–India, U.K., E.U.)
How It Works
From referral
to closed matter.
The client returns to your ongoing advisory relationship — enhanced, not disrupted.
- 01
Warm Introduction
You send a brief email or make a call — client name, matter type, and any urgency. If preferred, we furnish a template introduction letter you can send in your own voice.
- 02
Same-Week Intake
Darryl personally reviews the referral within two business days. If a matter is time-sensitive, we make room the same week for a conference.
- 03
Complimentary Conference
The first hour of counsel is on the firm. The client meets with Darryl, scope is defined, and — if there's mutual fit — an engagement letter is issued.
- 04
Ongoing Coordination
You are copied on relevant deliverables (with client consent). We coordinate with your firm on tax filings, financial statements, or investment accounts affected by the matter.
- 05
Client Returns to You
Legal matter closed. Trust funded. Deal closed. Client returns to your ongoing advisory relationship — enhanced, not disrupted.
Frequently Asked
Questions from
referring advisors.
Question 01
Do you pay referral fees?
Texas Disciplinary Rule 1.04(f) prohibits fee-sharing between lawyers and non-lawyers for legal work. We do not — and cannot — pay referral fees to CPAs, financial planners, bankers, or other non-lawyer professionals. Instead, we invest in the relationship: complimentary CLE for your firm, co-branded educational materials, priority scheduling for your clients, and the assurance that referred matters are handled to a standard you can stand behind.
Question 02
Will you try to move my client's tax, financial planning, or advisory work to your firm?
No. Darryl is licensed as a CPA, but this firm's practice is legal counsel. We do not prepare tax returns, manage investments, or act as a financial planner. When a referred client asks 'should I move my accounting or advisory work?' — we redirect them back to you. Every time.
Question 03
What matter types do you accept?
Business law and transactions, business succession, physician and professional-practice matters, franchise structuring, trust and estate planning, asset protection, probate and trust administration, guardianship, elder law, Chapter 7 and Chapter 11 bankruptcy restructuring, and cross-border U.S.–India / South Asian family matters. We do not handle personal injury, family law (divorce/custody), criminal defense, or immigration outside of pre-immigration tax planning.
Question 04
How do you handle sensitive family or business situations?
With discretion as a covenant of the engagement. Nothing about the referred matter is published, shared with third parties, or used in marketing. Referring advisors are furnished with a Non-Disclosure Acknowledgment on request.
Question 05
Can you provide a co-branded introduction letter for my client?
Yes. On request, we furnish a template introduction letter you can personalize in your own voice — explaining who we are, why you selected us, and what the client can expect from the first conference. Some referring advisors prefer to make a direct verbal handoff; others prefer written introduction. Both are welcome.
Question 06
How do you handle conflicts with my client's existing counsel or accountant?
We do not solicit or displace incumbent professionals. If the referred client already has counsel or accounting relationships, we coordinate with them on scope. If a client asks us to review the work of a prior advisor, we will do so with professional courtesy and only for the client's benefit.
Send a Referral
Refer a
client privately.
A brief note tells us what your client needs. Darryl will respond personally within two business days — and a template introduction letter is furnished on request.
Prefer to call? The firm's direct advisor line is answered by Darryl personally between 9 a.m. and 5 p.m. Central. Written referrals are archived with your file for reference.