Financial Planners looking to increase revenue and client base.
Money Back Guarantee | New for 2016
5 Reasons You Need Tax Preparation in Your Office
Market your services using whatever methods you’d like print ads, radio, tv, online and social media.
Pre-Qualify your prospects and gather their data W-2’s, 1099s and so on and upload documents to the secure MoneySmarts web portal.
Our team completes the return both Federal and State and sends them back for you to review.