Partnerships With Accountants

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: 

• Collaborate on proactive plans to minimize clients’ tax liabilities
• Stay up-to-date on complex and ever-changing tax regulations
• Help accountants add wealth management services to their business model
• Meet the wealth management needs of accounting clients by outsourcing work to MRK
• Or, create a succession plan for the future of your business 

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.