With the continuing changes in the financial services and tax industry, there is one thing that remains unchanged: tax professionals remain the trusted advisors.
It is with this understanding that we effectively work with tax professionals in expanding their value to their clients.
A successful strategic alliance between Financial and Tax Professional will allow you to enhance your position as a trusted advisor.
You’re gaining support to help you grow your business and maximize your revenue—as well as guidance to help you navigate common roadblocks faced by tax professionals.
Above all else, we’re here to help you enhance your customers’ experience and provide you with the competitive edge you need to tap into new markets.
The hardest part about adding financial services to your tax products isn’t getting licensed, it’s building the business around financial planning services. We understand everything that comes with adding an entire business to your current offerings and will support you through the process and beyond as your trusted strategic partner.
Maximize non-traditional tax professional revenues
Access a full array of financial and investment products on a non-proprietary basis
Increase sales of traditional tax services: tax planning, estate planning, and TPA services
Enhance client experience with tax firms
Have access to customized marketing support and tools
Leverage our compliance support and a robust technology platform
Join a network of tax professionals within our community of like-minded professionals
Overcome common obstacles
Connect with us to discuss what that could look like for you.