Make tax preparation part of your client experience.
Offer and scale tax preparation under your own brand. Add a new revenue stream and give clients another reason to rely on your firm.
Introducing tax preparation
Launch a branded tax offering for clients who already need it.
Supplementing an existing operation
Add capacity alongside the tax work you already do.
Scaling for future growth
Structure that keeps pace as your client base grows.
What's in it for your firm.
Clients already turn to you for guidance across their financial lives, including tax decisions.
A more complete financial destination
Bring tax preparation into the broader financial experience you already provide.
A new recurring revenue stream
Generate additional revenue from a service many of your clients already need each year.
Demand that already exists
Meet clients where they are instead of sending them outside your firm.
A model built around your firm
Launch, supplement, or scale in a way that supports your current operation and future plans.
Better financial context
Greater visibility into each client's tax situation, so planning conversations are more informed.
Capacity that grows with you
Expertise and availability aligned with your client base, service model, and pace of growth.
The relationship at a glance.
Your clients see your brand. FirmKey handles what happens behind it.
The client relationship
- The primary client relationship
- The branded tax offering
- Client communication and adoption
The tax service behind it
- Tax preparation and review
- Capacity aligned with agreed-upon volume
- White-label service design and pricing
- Billing coordination and ongoing support
Individual (1040), S corporation (1120-S), C corporation (1120), and partnership (1065).
Start with what your firm needs.
Tell us about your practice, and we build the tax offering from there.
Understand your practice
Client count, return types, and how you want tax delivered.
Build a clear plan
Scope, pricing, capacity, timeline, and branding.
Put it in motion
Tax preparation under your brand, on your timeline.
Client result.
[Anonymous RIA white-label tax engagement]
Tax preparation for your clients starts here.
Another revenue stream. A more complete client experience. One more reason clients turn to their wealth advisor first.