Financial planners already have the talent in the wealth management strategies, accumulation strategies and overall financial solutions for their clients. But, they rely on a copy of the tax return prepared by someone else for accurate date to assist in the implementing these financial strategies for their clients.
This fact makes the PFP a potential option for contemplating the addition of new business lines to their financial planning practice.
Personal financial planners can provide these services with addition revenue streams and create a deeper relationship with their clients.
PFPs mulling over a move into the tax preparation services will increase their chances of success if the research, evaluate and make crucial business decisions before launching the tax preparation practice.
The white paper available for download will explore the essential aspects of adding the tax preparation services to your current financial services practice.