An Attorney, Financial Advisor and a CPA walk into the room
Who is the most trusted by your client??
As a financial advisor, you give advice from an income tax perspective, send your clients out of your office with a plan, and often have them come back with that plan altered or sabotaged due to conflicting advice from a CPA or tax preparer.
If you are frustrated by the above scenario, Tax Prep Back Office is your solution!
You, as a financial advisor or planner, need to control the tax outcome of your advice. If it could be done simply, wouldn't you rather be your client's tax preparer rather than being forced to network with other CPAs and tax professionals? If you're like me, you found that although there are many good CPAs and tax preparers, there are as many that are difficult to deal with.