Back Office Tax Preparation
Work with the experienced CPA team at Real Wealth Tax & Accounting to complete your client’s taxes!
Real Wealth Tax has a team of experienced CPAs who will be reviewing your clients’ taxes. Our CPAs have extensive additional training on the opportunities that financial professionals can help clients with to save taxes.
All tax returns come with a letter of recommendations from our CPAs that list out opportunities to minimize your clients’ tax liabilities, either now or in the future.
Financial professionals love using that letter to have a 3rd party explain why it’s beneficial to do planning. We position you as the hero and the resource to go to for implementing the ideas outlined in the letter.
Here’s How It Works:
- 3 week delivery*
- $400 for an individual return
$600 for a business return
Trust, nonprofit, and more by quote - Safe and secure document transfer
*From the point of all documents received by Real Wealth Tax