Dream Team: Financial Advisors & CPAs

Collaboration Leads to Better Client Thinking

Financial advisors can capitalize on this era of new tax laws by forming mutually beneficial relationships with CPAs. CPAs can add value to your practice, both by providing tax advice and by referring clients who need financial plans. Tax advice that a CPA gives is different than the advice you can give for a tax-efficient retirement plan. But when paired together, this advice empowers your client to make the best financial decisions. Use our free CPA introduction letter template to forge the relationships that will result in better retirement plans for your clients. 

Covisum creates software, like Tax Clarity^®, to visually illustrate the value of a good decision. Advisors can quickly recognize and identify opportunities to save their clients from leaving significant money on the table.

Grow your business. Use Covisum tools to help. Download our free CPA introduction letter today.