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.
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.
Have you got your CPA / Tax Partner yet?
How many times have you been told to get a CPA / Tax Partner?
DIAL (877) 812-3771 and ask about US Tax Centers!