RICHMOND, VA / ACCESS Newswire / May 7, 2026 / Hearth helps professional firms deliver tax savings to their clients through strategy partnerships.

Hearth Agency LLC, a tax strategy firm based in Richmond, Virginia, is expanding its partnership program for CPAs, enrolled agents, tax strategists, and accounting firms nationwide.

The program lets firms offer tax planning strategies to their existing clients without adding staff or software. Hearth handles the analysis and documentation; the referring firm remains the client's primary advisor.

"Most firms know their clients are overpaying, but building a tax strategy practice in-house takes years and real overhead," said Terence McGee, EA, MBA, a principal at Hearth. "We give firms a way to deliver those results now, under their own brand, with no disruption to their workflow."

Hearth focuses on maximizing provisions under current federal tax law, including Section 179 immediate expensing, bonus depreciation, and business incentives strengthened under recent legislation. The firm has averaged a 30% reduction in client tax liability across its engagements.

The program works as a referral partnership: firms identify clients who may benefit, Hearth conducts the analysis and prepares supporting documentation, and the referring firm reviews and approves all recommendations before implementation. Partner firms share in strategy fees on cases delivered together.

Hearth is accepting new firm partnerships. Interested professionals can schedule a Tax Strategy Consultation at www.gotohearth.com/legacy (http://www.gotohearth.com/legacy).

About Hearth Agency LLC

Hearth Agency LLC is a tax-strategy firm that designs productized strategies for partner firms. CPAs, tax attorneys, accountants, and family offices refer clients into the Hearth Legacy Program, the firm's principal offering, which has reduced client tax liability by an average of 30%. The partner firm retains the client relationship, advisory role, tax opinion, and filing work; Hearth delivers the strategy design and supporting work product.

Each strategy is built on Hearth's business architecture practice, which integrates entity architecture, tax architecture, IP strategy, and transaction management. These four disciplines provide the structural and analytical foundation productized tax strategies require to be defensible and durable.

Hearth is headquartered in Richmond, Virginia. More information is available at gotohearth.com.

Media Contact:

Samuel Edwards
Director of Operations
Hearth Agency LLC
samuel@gotohearth.com
(804) 712-0246

SOURCE: Hearth Agency LLC