Partner CPA

Wouldn't it be great to work with a Financial Advisor that collaborates, not only with a personal touch, but also allows clients to give restricted tax document upload permissions to their investment website? Our clients are able to integrate their financial professional contacts better with our system. It's part of what we provide to them at no added cost benefit for us to be their Investment Advisor with Assets Under Management. Give us a call to see how we can better work together to refer clients based on their best interests.