As the founder of a financial advisory firm; I quickly learned the value of collaborating with CPA's and other tax professionals when designing financial plans for my clients.

As I became a national coach and started my speaking tour of how to run a well diversified financial advisory firm; I found many quality advisors and CFP's around the country that have the same need for network partnership with good tax professionals, but they were unable to solidify a good working relationship that was dependable, quality, and more important than anything else, non-adversarial with a CPA.

Furthermore, the problem I found was that even if a financial advisory firm did its work with tax professionals, those relationships would become interrupted at the most inopportune time.

Their CPA partner would die, have a family health emergency, or some other reason why all of the sudden they could not depend on an outcome at the most crucial time in the development of the plan. Making the financial advisor look bad even though ultimately the problem had little to do with him.

All of this is why I began my search for a more permanent solution to the problem, and why I am so happy to now be the co-founder of United Tax Partners Services, LLC. It solved all of the issues of control and quality. Working with United Tax Partners Services, LLC allows me to be the "tax preparer" in the eyes of my clients, yet leaves me few of the responsibilities and none of the problems that come with being a preparer.