TAX PREPARERS

Strategic Solutions for Tax Professionals Who Want to Offer More

Client expectations are changing.

Many tax clients are asking broader questions about investments, retirement planning, and long-tefinancial strategy.

The Thornwood Financial Network helps tax professionals expand the value they provide without ban in-house financial advisory practice.

Through the Network, Tax Professionals Gain Access To

  • Coordinated investment and financial planning resources

  • 1031 exchange and DST strategy support

  • Risk management and insurance planning insights

  • Collaborative case design for complex client situations

  • Educational resources through Tax Practice Academy

A Collaborative Model

When tax professionals and financial advisors communicate effectively, clients benefit from betteralignment between tax planning and long-term financial decisions.

Join the Thornwood Network Today

DISCLOSURE: Securities offered through Concorde Investment Services, LLC (CIS), member FINRA/SIPC. Advisory services offered through Thornwood Financial, Inc., a Registered Investment Adviser. Thornwood Financial, Inc. CIS are independent companies. Office: Ann Arbor, Michigan.