You will be introduced to and matched with multiple advisors and become their CPA back office. You can use our packaged intake system, or re-train the advisors to use your intake process if you desire. By working with them, you can make them think and act the way you'd like in taking in tax work. You do the work and YOU get paid for it while they take the risk of spending marketing dollars, not you! They do all of the leg-work, meet the clients, put things in the correct order, scan and upload tax work to your network ready to go! They even deliver that work and collect the payments for you!

Here's an example of working with just four advisors over a three year period and how you can bring 1,000 new 1040s, if you desired, into your office. You can add more or you could remove advisors from your network if you don't want the traffic. You could quickly have hundreds to even thousands of 1040s - if you desire to work to make more or if you want to turn down work and make less, it's in your control by turning on and off a faucet. It's AdvisorTaxLink.