Discover how adding a tax preparation service can enhance your financial advisory practice, create new revenue streams, and strengthen client relationships. Join industry expert Paul Dyer as he shares actionable insights on seamlessly integrating tax prep into your business—without the need to hire additional staff.
What You'll Learn:
Don't miss this opportunity to grow your practice and provide even greater value to your clients!
Live webinar - Thursday, May 8 AT 11 AM CT
© 2010 – 2025 Covisum®. All Rights Reserved. Covisum is not connected with, affiliated with or endorsed by the United States government or the Social Security Administration. The local advisor offering Covisum products may be an insurance agent, financial advisor, accountant or attorney. Advisors may offer other products or services and are compensated by commissions and/or fees for any other services they may provide.
Privacy Policy