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The Financial Advisor's Guide to Adding Tax Planning to Your Practice WITHOUT Getting Your EA or CPA
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How to deliver comprehensive tax strategy, deepen client relationships, and add new revenue streams using the right technology and strategic partnerships.
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Download today to Get The Financial Advisor's Guide to Adding Tax Planning to Your Practice WITHOUT Getting Your EA or CPA
Inside, You’ll Discover:
✓ The Advisor's Biggest Opportunity: Why solving a client's tax problems earns you the right to manage everything else and become the advisor they call first
✓ Why Credentials Aren't Required: The partnership model that lets you add tax planning services now instead of spending time and effort getting your EA or CPA
✓ How TaxPlanIQ Works for Advisors: Upload client data, get AI-powered analysis against 130+ strategies, and generate professional proposals that close deals
✓ Finding the Right Accountant Partner: 3 key characteristics to look for, where to find advisory-minded accountants, and the questions to ask before partnering
✓ 3 Partnership Models: Referral, collaborative, and white-label structures with the key terms you need in writing
✓ Real Case Study: How Ron Joseph (not a CPA) closed a $30,000+ tax planning engagement for a family car wash business using TaxPlanIQ and a collaborative approach