Tax-smart wealth management

Diversify your tax practice with wealth management services

More tax practices are expanding their business by adding investment services to provide greater clarity for their clients. An HD Vest 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:

  • Discover the opportunity for more revenue and improved profitability.
  • Have deeper conversations with more engaged clients to help them build wealth.
  • Diversify your practice for additional stability.

Learn how you can provide enhanced value for your clients. Take the first step by providing your information and downloading Enriching Your Tax Practice Through Diversification: The Benefits of Offering Financial Services to Your Clients.

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