Tax Planning, Client Collaboration & Payments
Scan returns, calculate tax savings, generate tax plans for clients, e-sign engagement letters, request questionnaires, files and accept credit card/ACH payments through the client portal.
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We’ll help you with niche selection, marketing, sales, onboarding, delivery and firm operations, all while helping you move from compliance to advisory services.
Tax Planning Professionals
7 Figure Firms
Become our partner and offer wealth management, investments, insurance and advanced planning to your existing clients.
Become a Financial Advisor
Refer Your Clients for Wealth Management
Transition Your Financial Services Firm
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Chief Financial Officer
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Making Your First Hire
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Building Your Marketing Team
Hiring Tax Managers
Hiring Accounting Managers
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Read about how tax and accounting firm owners can help clients prepare for tax hikes in 2021.