Who We Are
BACK9 Advanced Tax Planning Solutions is a collaborative organization that takes the client-advisor partnership to the next level. Our unique business model (The Team Based Model) leverages the best qualities of our in house team members, as well as an extended national partner network of experts in various disciplines, to deliver solutions that can best accomplish your goals
We bring your firm the ability to drive proactive projects that your current workload prevents you from even starting. Our goal is to expand your firm’s capabilities without expanding your own team or workload with a collaborative partnership aimed at reducing your clients’ tax burden, protect their assets and their legacy, and ultimately dramatically increase the value you offer your clients.