While we recognize roughly 30% of XYPN advisors are CPAs or EAs who may prefer the returns be prepared under their names, XYTS will sign the returns for this upcoming tax season.
Yes. If you have questions or need assistance, please reference our Sample Tax Preparation Language or attend our weekly Compliance Office Hours for answers to your specific questions.
Yes. Tax planning engagements can be held in conjunction with your clients or behind the scenes to help you prepare for your planning conversations.
Yes, through direct client billing. Please let us know if you will need access to the files/returns so we can draft the engagement letter accordingly.
No, only financial advisors can purchase the 6-hour Planning Partnership package. The discounted rate is available to advisors who would like a CPA on their team throughout the year. A Senior Manager will be available to handle advisor/client questions, participate in client meetings, review prior year and/or current tax returns, and more!
XYTS works primarily with XYPN and ACP members; however, we may make an exception for other fee-only advisors contingent on a sales call. If you think that your firm is a potential fit for XYTS’ services, please schedule a call here.