Offer unmatched value
Now more than ever, tax professionals are expected to be trusted advisors for their clients. However, if you’re like 99% of CPAs, there simply isn’t enough time in the day to address all of your clients’ concerns and develop proactive strategies to overcome them.
That’s where BACK9 Advanced Tax Planning Solutions comes in. With over two decades of experience in disciplines like, income tax mitigation, retirement income planning(The BACK9), focused investment management, estate planning and risk management, we provide the expertise, through our national network of partners, you need to give your clients a proactive and holistic planning experience.