I'm looking to cultivate relationships with one or more CPAs to refer clients to for individual state and federal tax return prep and individual income tax planning. Clients fall into these categories: 1. $5M total net assets, with income mainly from work and brokerage/401k accounts. 2. HENRYs - High Earners Not Rich Yet (tech workers, physicians, managers) 3. $10M more with income from work, brokerage, real estate. Would love to set up a Zoom to talk and see how you work, your capacity for working with new clients, and fee structure.
Jun 02, 2023