Tax Services for Your Clients
We partner with financial advisors and RIAs to provide comprehensive tax planning and preparation for their clients. You stay in the loop, your clients get expert tax support, and everyone works together seamlessly.
Why Advisors Partner With Us
We don't poach clients.
You referred them. They're yours. We're here to support your relationship, not replace it.
We keep you in the loop.
Tax decisions impact financial plans. We communicate proactively about strategies that affect your clients' investments, withdrawals, and long-term goals.
We bring deep tax expertise.
Lisa Beaty, CPA brings nearly 20 years of tax experience, including Big 4 training and expertise in business tax, real estate, and multi-state planning. Your clients get expert-level support.
We're virtual and responsive.
We work with clients nationwide and respond quickly. Your clients get the attention they deserve, no matter where they're located.
We can handle complexity.
Business owners, real estate investors, multi-state income, equity compensation – If your client has complex tax needs, we can handle it.
What We Offer Your Clients
Tax Preparation
Accurate, timely federal and state tax return preparation with electronic filing and year-round support.
Proactive Tax Planning
Ongoing tax strategy to reduce your clients' tax liability through S-Corp elections, cost segregation, retirement plan optimization, and other advanced strategies.
Business Tax Services
Entity structuring, bookkeeping, payroll support, and quarterly tax planning for business owner clients.
Seamless Coordination
We work directly with you to ensure tax strategies align with your clients' financial plans. No surprises, no missed opportunities.
How It Works
Introduction
Step 1
You introduce us to your client via email, phone, or our referral form. We schedule an initial consultation to understand their tax situation and determine fit.
Onboarding
Step 2
We gather their tax documents, review prior returns, and add you to their client portal. You’ll have full access to their tax documents, returns, and preparation status, and you can upload documents directly (like 1099-Bs from custodial accounts).
Collaborative Preparation
Step 3
As we prepare the return, we reach out to you first with questions. You often know the answers faster than the client does, which cuts down on back-and-forth. Once the return is drafted and internally reviewed, we send it to you before the client sees it.
This is where advisors tell us we’re different. You can catch what’s missing: the backdoor Roth the client forgot to mention, the rollover that wasn’t reported, the dependent care expenses that slipped through. We clean it up together, so by the time your client sees their return, it’s accurate and complete. No post-filing amendments. No surprises.
Client Review and Filing
Step 4
Your clients get proactive tax support throughout the year. You get peace of mind knowing their tax situation is handled by experts who treat you as part of the team.
Year-Round Support
Step 5
Your clients get proactive tax support throughout the year. You get peace of mind knowing their tax situation is handled by experts who treat you as part of the team.
What Does This Cost?
Our outsourced tax planning and preparation services focus on complex tax cases and strategies.
Ready to Partner With Us?
Let’s talk about how we can support your clients’ tax needs while strengthening your advisory relationship.