Why do your tax
clients keep asking you for financial advice? Because you have a deep
understanding of
You’ve built a successful tax practice, but how are you
leveraging your deep knowledge of your clients’ financial situation to support
their growing need for the level of objective and holistic advice you can provide?
While you use the 1040 to provide clients with tax advice, it can also be
leveraged to identify broad range of financial needs. That makes offering
financial services a natural extension of your tax practice.
America’s Tax Solutions™ is looking for CPAs, EAs, and Tax
Professionals to join our growing organization designed for accountants
interested in building a wealth preservation component to their existing tax
practice. We are America’s leader working with accountants to serve their
clients best interest and grow their revenue exponentially.
Let’s be honest, most
investment planners are unaware of the tax implications associated with certain
investment decisions. You see it every year. Nor do they have a full view of a
client’s financial statement. That’s why your tax knowledge makes you an ideal
solution for offering financial services. Considering the tax equation when
working on a financial plan gives you a unique advantage and, more importantly,
helps your clients better manage their financial future. At America’s Tax
Solutions™ were committed to helping you leverage this knowledge to your
advantage and our model proves it.
Top 5 Reasons to Add Financial Services to Your Tax Practice
- Increase value to clients
- Increase income to your practice
- Provide a single source of expertise for clients and remain competitive
- Increase client retention and referrals
- Establish recurring and diversified revenue streams
America’s Tax Solutions™ offers an exclusive model
customized to your needs as a tax professional. We understand the unique needs
of tax professionals. That’s a leading reason why we’ve successfully helped
scores of tax professionals realize their potential through adding financial
services to their tax practices. Best of all, we provide a road map and all the
support you need to get started today, including:
A skilled Wealth Preservation Consultant to help you
establish these strategies inside your practice.
- Training focused on effectively integrating your tax and financial practices
- Professional development opportunities outside of tax season
- Full acceptance of your tax practice
We recognize taxes are your priority. As a result, we’ve
built our support model around your unique needs:
- We offer extended hours during tax season
- All training is scheduled outside of tax season
- Our consultants understand taxes – you don’t have to educate us
- We have unique and proprietary tools designed specifically to help you leverage the tax return
Interested in learning more? We are conducting an
informative 30 minute webinar Monday June 6th at 12:00 PM Pacific/3PM EASTERN.
Please join us by registering using the following link.
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