Want your clients to experience the benefits of tax planning, but don’t have the time or bandwidth for tax services? XY Tax Solutions was created just for you!
One of the many benefits of partnering with XYTS is that we have a unique understanding of our members’ needs, standards and people-first approach to serving clients.
These insights led us to design our tax services to be the intentional, powerful and collaborative tools they can be when utilized as a pillar of comprehensive financial planning.
We also tailored our engagement and billing offerings to be flexible and customizable on a best-fit basis. You choose how much or little we engage with your clients as well as how they are billed for the services. From there, we’ll follow (or lead) every step of the way!
Complete Advisor Interest Form
This engagement is best for advisors who are looking for a reliable referral resource to outsource tax services and wish to refer clients, family, friends, or colleagues directly to XYTS. Why choose the Essentials Engagement option?
This engagement offers a relationship between advisors, clients, and XYTS. XYTS copies advisors on all client interactions and they have access to clients’ secure portals. Why choose the Premier Engagement option?
XYTS’s relationship with clients is indirect—channeled entirely through advisors. We recommend this engagement for advisors who want to be the sole point of contact with their clients and lead the tax engagement process. Why choose the Enterprise Engagement option?
Straight hourly pricing for clients on a per-form or as-needed basis
See pricingPremier Pricing
HOUSEHOLDS |
PRICING |
|
1 – 10 |
$1,500.00 |
|
11 – 25 |
$2,000.00 |
|
26 – 75 |
$2,000.00 plus $10 for each additional client |
|
76 – 150 |
$2,000.00 plus $7 for each additional client |
|
151 – 299 |
$2,000.00 plus up to $5 for each additional client |
Fees include:
Returns | Pricing |
---|---|
1–10 | $1,500 |
11–25 | $2,000 |
26–75 | $2,000 Plus $10 for each additional client |
76–150 | $2,000 Plus $7 for each additional client |
151–299 | $2,000 Plus up to $5 for each additional client |
Fees include:
It doesn’t cost XYPN members anything to partner with XYTS – it’s included in membership. We charge for client services only and, as always, do not take kickbacks or commissions.
Client fees are determined by the engagement level and services required. Advisors choose whether clients receive invoices from their firm or XYTS. Please see the pricing options above or fill out our Interest Form to discuss best-fit options for you and your clients.
Referral clients are direct-billed with tax preparation packages starting at $595.
For XYPN members, a full client pricing schedule is also provided in XYPN’s Knowledge Base.
Yes! We have team members with extensive experience working with financial planners and their clients, who have witnessed the impact comprehensive financial planning – and better informed advising – has on clients’ lives.
Tax planning services are tailored to the needs of the client and advisor. Our typical tax planning engagement starts with a phone consultation to collect required information. One of our trained team members will then utilize technology and training to plan scenarios and outcomes for the individual.
Yes! XYTS is happy to work with advisors and clients regardless of location.
Please fill out our Interest Form
Yes, currently XYTS is only available for XYPN members. If you are not a member yet, click here to join today!