Your clients want you to handle their taxes too.

Jalada makes it easy to add tax preparation, planning, and advisory to your financial advisory practice.

A Tax Gap Exists in Financial Advisory.

Are you providing your clients holistic tax services?

Tax Preperation

  • Tax Returns

  • IRS Audit Assistance

  • IRS and State Notice Support

Tax Planning

  • Current Year Tax Burden

  • Roth Conversion Tax Optimization

  • Business Structure Planning

  • ISO and RSU analysis

Tax Advisory

  • Tax Education

  • Joint Tax Professional/Financial Advisor Meetings

  • Tax Consequence Analysis Reports

Enhance your service offerings and provide your clients tax preparation, planning, and advisory through Jalada.

HOW IT WORKS

  • Contact Us

    We connect and learn about your business. We learn about your needs, what your clients want, and your firms focus.

  • Engage

    We add you and members of your firm to our portal, get engagement documents prepared for your clients and add you to our systems.

  • Select Service Level

    You determine what service level your clients need. From just tax prep, to tax planning, roth conversions, and more. Mix and match service levels per client.

  • Collaborate

    Confidently advise your clients on tax matters with our tax professional prepared reports, or leave it to us with us in a joint client meeting.

  • Tax Preperation

    We do the preparation, you get the goodwill. You and the clients upload documents, we take care of the preparation and filing.

  • Deep Visibility

    We share all the tax, additional potential AUM and summaries with you and the client. Helping you help them with a complete picture of their tax.

Contact us

Let’s build a more holistic future for your clients together.

We are passionate about creating a seamless experience for you and your clients. We’d love to chat about how we can help you build the practice of your dreams.

Fill out the form and we will contact you shortly!