Year-round Income Opportunities

As the trusted tax advisor to your tax clients, you are in the position to provide them with the additional financial services they need.  By obtaining the required licenses, you can provide financial services and products such as IRAs, retirement plans, insurance, etc.  You can choose from several reputable broker-dealers that specialize in helping tax professionals to meet their clients’ financial services needs.

You can also provide bookkeeping and payroll services for your small business tax clients to produce additional year-round revenue.  Thousands of small businesses are started every day and the trend is accelerating due to the large number of displaced workers turning to self-employment.

Other opportunities to generate year-round revenue exist, such as becoming a real-estate broker to take advantage of the inevitable recovery of the housing market in the coming years.  Income tax knowledge is a great asset for many financial services professionals and having tax expertise will provide you with a key competitive advantage.

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