More tax practices are expanding their business by adding investment services to provide greater clarity for their clients. An Avantax Wealth Management research study found that 84% of tax professionals who have added investment services would recommend others to do the same. Impact your practice and learn how you can:
Learn how you can provide an increased value for your clients. Take the first step by filling out the request form to download Enriching Your Tax Practice Through Diversification: The Benefits of Offering Financial Services to Your Clients.
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