Financial Independence Group is proud to bring you a very unique and dynamic service that partners advisors with the American Tax Advisory Network. The quality of this network and program surpasses many similar programs out there. Quality is in the thorough details of this complete turnkey program. This program is not designed to put you in the income tax preparation business but to give you a value added service to offer clients and enhance your marketing efforts.
Tax preparation as part of any advisor’s business model adds a “commodity”component that has many layers of value. By adding tax preparation services, you will be needed by your clients plus automatic annual reviews are built in to this kind of program. An annual review is an excellent way to stay in touch with your clients’ changing lives. It’s an opportunity to see and to become aware of changes in clients’ lives that can create unlimited opportunities to do additional business with them and provide good service for them. |