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.
Depending on the engagement and billing options you select, you may need to update your Form ADV. Please refer to the Compliance Quick Start Guide and attend weekly Compliance Office Hours with any questions you may have.
Yes, tax planning engagements can be held in conjunction with your clients or behind the scenes to help you prepare for your tax planning conversations.
Yes, through the hourly ‘Ask a CPA’ tax planning engagement. XYTS can invoice advisors or clients for tax planning work. Note: only financial advisors can purchase the 6-hour ‘Planning Partnership’ tax planning package. The discounted rate is available to advisors who would like a CPA on their team throughout the year.
Yes, please complete the Intake Form and select the Client-Only engagement and Client-Billed options.
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.