Nearly every financial decision has tax implications. So, we understand that communication between financial advisors and accountants can benefit clients outside of annual tax return preparation. And, expanding capabilities to meet clients’ wealth management needs can benefit your accounting practice, too.
MRK Financial Solutions has formed strategic partnerships with accounting firms across the country to:
Check out our directory for a list of firms we partner with today.
If you’re interested in teaming up with MRK to deliver tax-smart investment strategies and holistic financial planning to your accounting clients, complete the form below so we can get to know each other.