Overview

Advisor Facing Tax provides tax consulting and tax preparation for financial advisors and their clients. Your job is to plan for the best after-tax return for your clients. Whether you need advice on a quick tax question or detailed multi-case and multi-year planning, we are here to help. Tax preparation is an integral part of your client's financial lives. Whether you don't have the time or just don't like to prepare returns, Advisor Facing Tax can help. We collaborate with you and your client to provide the best tax preparation experience by sharing your clients returns before they are filed to eliminate errors and help your clients pay the least amount of tax required.