For Advisers
A resource to support you and your clients
As an adviser, your clients trust you to deliver sound guidance and recommended strategies to help them achieve their financial objectives. To do that, you have to provide holistic advice that touches on all areas of their financial picture — including tax compliance.
From a compliance perspective, however, offering tax advice can be a thorny proposition, and many advisers avoid it as a result. Unfortunately, that means clients have to find a tax planner on their own and coordinate things between different professionals who are each managing one aspect of their financial lives, which can negatively impact the overall client experience.
But there’s good news: you’re not alone.
How we can help
By working with Connectus Accountants, you gain access to tax specialists who can serve as a resource to support you and your clients.
Collaboration
At Connectus Accountants, we believe a team-based approach is the best way to deliver for the client. We work closely with you to get a complete understanding of each client’s wealth management strategy and long-term financial plan, so we can build a personalized recommendation that meets their unique needs.
Engagement
As your clients’ go-to financial professional, you can determine the extent of our direct engagement with them. Whether you require our presence for an in-depth tax consultation or you just want to identify the big picture tax implications of your unique situation we are here to provide the support that you need.
Integrity
Your clients are placing their financial futures in your hands. We know that’s a big responsibility. We hold ourselves to the highest standards of honesty, transparency, and accountability, so you can feel confident that the advice and support we deliver is what’s best for your clients.
Connect with our team to learn more about the service and experience we provide.
Connect with our team