Build a tax practice with added value for your clients and greater consistent revenue potential for you
Learn more about becoming a Financial Advisor through HD Vest Investment ServicesSM
Missing a Natural Opportunity – A Financial Services Offering
Providing financial services and wealth management advice can help address your client’s financial future concerns – as well as building equity and value in your own practice.
A Growth Model with a Difference – You
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 fingertips, you have the distinct privilege to take your association with your clients and evolve it into deeper, more meaningful relationships that ultimately result in more holistic services for your clients’ financial well-being, client retention, referrals, and increased satisfaction.
HD Vest Exclusive: 1040 Analyst®
Your unique advantage in understanding your client’s tax situations affords you an opportunity to deliver a holistic approach to investment planning. HD Vest has created a proprietary software tool called the 1040 Analyst. 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 course.
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.