You know that partnering with a CPA in your area would be a great way to generate leads and a steady stream of referrals. But it’s often not that simple. Many advisors have tried to network with a CPA or tax preparer but some are not too keen on the idea of partnering with another financial advisor. And even if you find a good CPA or tax preparer open to the idea, establishing a relationship can take a long time.
We have the solution. Plug into the SoundTax Network!
You, as the financial advisor or planner, should control the tax consequences of the plan you develop for your client. With the SoundTax Network, you can provide your clients and prospects with top-notch tax preparation services—without having to partner with a CPA!