The Problem

We have a nationwide network of financial advisors, stock brokers, insurance agents and other similar professionals. We are the "tax back office" for some of the nation's biggest FMOs and we have taught them:

  1. How to open a tax office
  2. How to market for new clients
  3. How to manage and deliver tax work requests to their offices that grow and grow in size every year!
  4. And then we turn them over to you because they need you!

With your help and our tax office in a box approach and marketing expertise, you can harvest all their clients' tax work and they dont ask you to meet your clients in return! They aren't even in the same county or state in most cases! They can never compete with you or interfere with your business, but you get 100% of their clients work every year.

It's a perfect way to grow without risk, marketing expenses or much more expensive ways of attracting tax work. This is perfect for newer CPAs just starting out in there own practice. Perfect for CPAs that are about to leave their employer and go out on their own. Perfect for firms looking for new channels in saturated markets. Perfect for firms that want to add another 10%, 20%, maybe even 30% from an additional channel to keep their office busy and profitable at maximum output.