Silver State CPA Alliance

silver-state-cpa-allianceWhere good advice meets positive action

Read our letter to CPAs

penSince 2010, it has been legal for tax professionals in Nevada and 39 other states, to be directly compensated financially to help their clients establish IRA’s, Pension Plans, Life Insurance, Secured Structured Notes, and FDIC Insured Bank CD’s to name a few.

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People in the industry are talking

It is becoming clear that CPAs are beginning to play a major role in the delivery of Wealth Management Services. Some predictions are that CPAs and Accountants will dominate the Wealth Management Services Industry. Others are saying that CPAs and Accountants will be the Preferred Primary Advisors/Wealth Manager.

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Insider Chatter

Proactive financial planning and comprehensive wealth management

Convenience of “one-stop shopping”

Desire for “Total Financial Life” guidance rather than individual product sales

The team approach – Collaboration is always better for the client!

Customer Comments

Proactive financial planning and comprehensive wealth management

Convenience of “one-stop shopping”

Desire for “Total Financial Life” guidance rather than individual product sales

The team approach – Collaboration is always better for the client!

Our Process

Maturing marketplace
Aggressive competitive environment
CPAs will become a major player in the financial services industry (90/10 survey)
Your clients have been waiting . . . how long will they wait until they go elsewhere?

Letter To CPAs

Are you looking for a way to increase your practice revenue, increase client retention, and your bottom line?

We are the Silver State CPA Alliance. Our mission is to develop mutually profitable and professional strategic alliances with CPAs EAs and other Tax Professionals to provide them with the tools to provide and earn revenue legally from providing financial services to existing clients.

Since 2010, it has been legal for tax professionals in Nevada and 39 other states, to be directly compensated financially to help their clients establish IRA’s, Pension Plans, Life Insurance, Secured Structured Notes, and FDIC Insured Bank CD’s to name a few. You can legally earn money in either the form of a finder’s fee or a fee for service counseling your client on the impact of them adding these services to their financial accounts.

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