Expanding your tax and financial services
Resources for unlocking new opportunities
Why expanding your services is important
Tax know-how wins affluent clients
Many affluent people say tax knowledge tops the list of important considerations when selecting a financial adviser.
Fulfilled CPAs embrace planning services
Many CPAs who formally offer planning services report growth in client base and personal fulfillment.
Planning boosts CPA impact and client value
CPAs who offer planning services report better outcomes for their firms and clients.
Tech empowers clients, CPAs add perspective
As technology evolves, the CPA’s perspective remains essential for smart planning.
Other planners eye CPA tax relationships
Other planning professionals have begun offering tax planning services due to increasing demand.
Tax changes spark broader client discussions
Personal financial planning provides an opportunity to discuss all aspects of your clients’ financial lives, including taxes.
The outlook for CPAs offering financial planning, by the numbers
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