CPA’s & Tax Professionals

Do more for your clients by adding advisory services to your practice.

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Using us as your advisory partner includes:

  • Ability to tax-harvest, 1099/R, etc
  • Registration dues & E/O coverage
  • Back up admin support & continuity
  • Diversify revenue with ongoing advisory
  • Provide service “in-house” vs referring out
  • No hidden conflicts (fee-only / fiduciary)
  • Schwab custody for clients accounts
  • Book ownership with minimal limitations
  • Flexible 1099 contract, cancel anytime