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Start Building CPA Referral Relationships 

Financial advisors and CPAs should capitalize on mutually beneficial relationship opportunities in this era of new tax laws. Smart advisors know that CPAs can add value to their practice, both by providing tax advice and by referring clients who need financial plans. Being unable to provide tax advice should not stop you from helping your clients build a tax-efficient retirement plan. Enable them to make good decisions by building relationships with qualified tax professionals using our free CPA introduction letter template.

Get started and download our free template now.

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