For Tax Professionals & CPAs

You've been here before.

A client asks you about the August Rule and although you know its an effective tax strategy you worry about recommending it because it comes down to compliant execution to hold up to IRS scrutiny in the case of an audit.

They need a rental agreement. A fair market rate analysis. Documentation for every event. Proof of payment.

And if any of it isn't done exactly right, it won't hold up in an audit.

So what happens? Usually…nothing

They get busy. You get busy. Tax season comes and goes, and another year goes by with thousands in savings left behind.

That's why we built Augusta Planner

Augusta Planner was built by a CPA, for CPAs — to handle every step that keeps the Augusta Rule from getting done.

We take care of the details so you don't have to:

Auto-generate compliant rental agreements
Calculate defensible fair market rental rates
Capture and document business purposes for each event
Track and process payments to create clean audit trails
Deliver year-end documentation packages ready for your review

No more chasing clients or spreadsheets. Just compliant, audit-ready execution — done right, every time.

How it works for your firm

1 Refer your clients. Add them one at a time or upload a list . We'll take it from there.
2 We guide them through the process. Clients complete a simple intake form; we generate everything they need.
3 You get year-end documentation. Clean, organized, and ready to include with their return.
4 Your clients save thousands. And you get to deliver real value without adding more work.

Partner benefits

Discounted Pricing for every one of your clients
Flexible billing allowing you to bill your client if you prefer
Co-branded materials to make introductions effortless
Dedicated support for you and your clients year-round

"I spent years avoiding the Augusta Rule because I couldn't trust the execution. With Augusta Planner, I finally have a solution I can recommend with confidence. My clients love it, and so do I."

Vince Cortese, CPA, Founder

Ready to partner with us?

Join tax professionals across the country who are helping their clients take advantage of the Augusta Rule the right way.