You’ve built a successful tax practice, but are you leveraging your deep knowledge of your clients’ financial situations to support their growing need for the level of objective and holistic advice you can provide? Have you ever considered offering portfolio management? In our experience, we have found that many investment planners (and tax professionals) are […]
CPAs and tax professionals have a unique advantage that the average financial advisor envies – that unique advantage is their tax knowledge and their network of clients. As a tax professional, your clients trust you to provide you with their most valuable information in order to complete their tax return. With this information at your […]
Financial services have become a natural add-on to many CPA/tax professional practices. Clients trust these professionals to provide insightful, practical and sound wealth management and planning advice at the same level of quality and reliability as their bookkeeping and tax guidance. Yet, many firms have yet to take advantage of this opportunity to better serve […]
The 1040 Analyst® can provide that comfort – meticulously designed with our Advisors in mind. It is a unique data mining tool with automation that allows you to seamlessly integrate your clients’ tax data from the Form 1040 and provide a customized client report highlighting financial services opportunities that may help them chart a new […]
In an August 2014 survey conducted by the research unit of SourceMedia, publisher of Accounting Today, accountants and tax professionals who have added a financial services offering to their business said that they not only increased profitability, but that a large majority of their tax service clients were also financial services clients. By offering these […]
Our 30-year history of working with CPAs and tax professionals who decided to reinvent their practices by adding financial services to their client offering has resulted in a one-of-kind business model built around the services, training and support needed to be successful in your new endeavor. In support of HD Vest Advisors in 2014, we […]
HD Vest Financial Services® is the holding company for the group of companies providing financial services under the HD Vest name.
Securities offered through HD Vest Investment ServicesSM, Member SIPC
Advisory Services offered through HD Vest Advisory ServicesSM
6333 N. State Highway 161, Fourth Floor, Irving, TX 75038 | (972) 870-6000
HD Vest Financial Services and its affiliates (collectively, “HD Vest, Inc.”) do not provide legal, tax or accounting services. You should consult your tax and legal professional regarding the tax and estate planning implications of any investments.