Who?
Financial Planners looking to increase revenue and client base.
We offer a lead generating program using our tax services for financial professionals who want to build their business. With our marketing program, you will understand how to bring leads to your door 52 weeks a year and you will learn the secret benefits of “Financial DNA”.
Member Login Financial Planner Login
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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.