Your Clients Want You to Handle Their Taxes
A Tax Gap Exists in Financial Advisory
State and Federal
Tax Meetings
Get Questions Answered
Optimize Retirement Accounts
How Does it Work?
We Do the Work
We complete the tax return, tax plans, client meetings, and Roth conversion analysis.
You Get the Credit
You can attend any meeting, review any return, execute on the conversion analysis, and take credit for all success.
Tax Return Standard
$600
First Year 30 min introduction meeting
Professionally prepared individual tax return
Dual Tax Preparer Review
Tax Professional 88 Point Quality Check
Video Explanation of Clients Return
Audit and Notice Support
Tax Return Plus
$950
First Year 30 min Introduction Meeting
Professionally Prepared Individual Tax Return
Dual Tax Preparer Review
Tax Professional 88 Point Quality Check
Video Explanation of Clients Return
Audit and Notice Support
Tax Planning Report. Issued to you and if you desire, your client.
Annual Tax Planning Meeting with Your Client
Roth Conversion Analysis Report
Additional tax planning meetings can be purchased for $300 a meeting
Business Owner Plus
$2500
Everything in Tax Return Plus
Three Additional Meetings
Business Tax Return
Businesses must be evaluated before qualifying
For You
Free Advisor Community
Weekly group discussions on changes to taxes that will affect your clients
Open hours with one of our team members to ask tax questions.
Free courses on taxes to increase your knowledge.
Calendar of important events in the tax world to make sure your clients are hitting deadlines.
Checklists and documents that can help you evaluate and support your clients with their tax.
Checklists and documents that can help you evaluate and support your clients with their tax.
Explanations of tax strategies and when they are best used.
And more!
