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Partners

We’re always looking for great partners where we can provide value to each other doing what’s most important – providing our clients value!

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Meet Our Partners

We take our partnerships seriously. We’ve vetted all of our partners and believe they have great underlying products and services that solve problems and create value for our tax and accounting firm owners.

Become a Partner

Meet Our Partners

We take our partnerships seriously. We’ve vetted all of our partners and believe they have great underlying products and services that solve problems and create value for our tax and accounting firm owners.

Cambridge Investment Research

Cambridge Investment Research

One of the top broker dealers in the country with a great compliance record, Cambridge Investment Research is an amazing partner for our branch OSJ.

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RC Reports

RC Reports

Reasonable Compensation Reports (RC Reports) plays a pivotal role in the tax planning process. For us to be able to determine reasonable compensation in tax planning strategies, we recommend RC Reports.

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RC Reports

Universal Accounting

Universal Accounting helps people learn tax preparation and bookkeeping to transition into the accounting industry without any traditional accounting experience.

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Jetpack Workflow

Jetpack Workflow

Jetpack Workflow helps tax and accounting firms manage their deadlines with task tracking and managing teams.

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Become a Partner Today

Submit Your Inquiry

Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer member FINRA/SIPC. Advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Cambridge and Corvee Advisors LLC are not affiliated. This communication is strictly intended for individuals residing in all 50 states, D.C. and PR.

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