Tax Expertise
Without Building a Tax Department
Your clients expect comprehensive advice, but building in-house tax expertise can be costly, time-consuming, and difficult to scale.
As fee-only financial planners, we built OFO Tax Group to solve this problem within our own firm. After years of integrating tax preparation and tax planning into our financial planning process, we’re now helping other advisors do the same.
Partner with a team that understands both taxes and financial planning, so you can deliver more value to your clients without building an in-house tax department from scratch.
Flexible Engagement & Billing Options
Services can be paid for by either your firm or the client. If your firm covers the cost, you're welcome to incorporate the service into your own pricing structure to reflect the time spent coordinating and facilitating the tax preparation process.
Partner With OFO Tax Group
Financial Planners understand the value of comprehensive advice, but many do not have a solution for tax planning and preparation.
At OFO Tax Group, we partner with you to deepen your tax advice to your clients as a member of your team.
-
Select the solution that best fits your firm and clients:
Full-Service Tax Preparation Consulting
Tax Planning Consulting Quarterly Retainer
Tax Preparation Referrals
-
We can provide sample ADV disclosure language, though we recommend obtaining approval from your CCO before making any updates.
-
Determine whether tax preparation services should be reflected in your firm's E&O coverage and discuss any requirements with your insurance provider.
-
We'll provide marketing materials, website language, and client-facing resources to help communicate the value of the offering.
-
Once everything is in place, you can begin introducing clients to OFO Tax Group and incorporating tax planning and preparation into your existing service model.