Introducing a New CPA Program to Simplify the Tax Filing Process.
We have great news to share with you regarding this tax season. We have greatly simplified your ability to access advisory fee credits when you utilize certain CPA firms who agree to share planning information with your financial planner. We have eliminated the original agreements that we required tax preparers to sign last year, now only a simple information sharing authorization is required. If you would like to use your existing tax preparer and participate in the new program, please contact your financial planner for complete details.
More great news! We have arranged with a respected CPA firm, Wilkinson Hadley King & Company to meet with our clients at the Pure Financial Mission Valley offices for tax preparation appointments. There are several advantages for you to use this CPA firm. In addition to convenience, their fee schedule is extremely competitive and all returns will be completed or reviewed by an experienced principle of the firm.
In addition, Pure Financial has agreed to pay your tax return preparation up to the allowable credit amount directly to the CPA. Because their fees are very reasonable, it is more likely that your package credit limit will cover the entire cost of your tax return. This means you won’t pay for the return out of pocket and then apply for and wait for an advisory fee credit as is the process with other tax preparers.
We have had great feedback from clients who used Wilkinson Hadley in the past and we encourage you to take advantage of this valuable relationship.
Brian K Handley, CPA, Partner - Wilkinson Hadley King & Co., LLP - Read Bio
More great news! We have arranged with a respected CPA firm, Wilkinson Hadley King & Company to meet with our clients at the Pure Financial Mission Valley offices for tax preparation appointments. There are several advantages for you to use this CPA firm. In addition to convenience, their fee schedule is extremely competitive and all returns will be completed or reviewed by an experienced principle of the firm.
In addition, Pure Financial has agreed to pay your tax return preparation up to the allowable credit amount directly to the CPA. Because their fees are very reasonable, it is more likely that your package credit limit will cover the entire cost of your tax return. This means you won’t pay for the return out of pocket and then apply for and wait for an advisory fee credit as is the process with other tax preparers.
We have had great feedback from clients who used Wilkinson Hadley in the past and we encourage you to take advantage of this valuable relationship.
Brian K Handley, CPA, Partner - Wilkinson Hadley King & Co., LLP - Read Bio
