Tax Service Financial Wealth Management

Add Wealth Management To Your Services...

Serving independent tax professionals has been our business since 1979!



Successful strategic alliances between financial advisors and Tax Professionals provide a win-win situation for all involved. The AICPA suggests the continued growth of its members participating in some form of financial services. At Money Concepts, we have a results proven platform that has helped our tax professionals enhance their position as the trusted advisor and competitive pressure to tap into new markets.

Whether you are seeking to explore adding financial services to your business or have experience and an existing book of business within your practice, Money Concepts Tax Professional Platform can effectively serve you.

How can this platform help you?

  • Maximize non-traditional CPA revenue for CPA firm
  • Enhance Customer’s Experience with CPA firm
    • Serve all financial related customer needs
    • Assist CPA in protecting and growing clients’ wealth
  • Increase Sales of Traditional CPA Services
    • Tax Planning
    • TPA Services
    • Business Evaluation
  • Money Concepts helps you avoid these common roadblocks:
    • Change in CPA role from trusted advisor to financial advisor
    • Time spent away from core CPA business
      • Selling Product
      • Serving Client
      • Training
      • Processing Business
    • Confusion regarding multitude of products and services

For more information please Contact Us to schedule a confidential conversation. Follow us on Facebook, LinkedIn and Twitter.

As an Independent Broker Dealer we’re striving to be first! As your Broker Dealer we’re working to be your last!

Important Investing Information: Not all investments and services mentioned are available in all states. Money Concepts registered representatives are restricted to conduct business only with residents of a state and/or jurisdiction for which they are properly registered. When investing from outside of the United States, you are subject to the securities and tax regulations governing your jurisdiction. Contact us directly for detailed information about investment regulations outside of the United States. Disclosure