Your clients want you to handle their taxes.

Jalada’s integrated tax services enable you to do it.

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.

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