How does Professional Tax Planners of America work?
Simply market yourself as your client's tax preparer.
It's not hard to convince a client who trusts you with management of their assets to also trust you with the tax preparation from your plan.
Simply scan their financial information, W-2s, and other tax documents into Professional Tax Planners of America secured website and it automatically launches an e-mail to our team of CPAs. They then deposit the completed return and any "what-if returns", back onto the secured website for you to access with your own private code to print.
View a Video Presentation of Our Services
How do I benefit?
Our CPA's go to work and prepare not only the return but we also prepare any what-if returns to forecast scenarios showing the after-tax effect of your advice or planning. You can talk to the team of CPAs and tell them what you need and then also discuss the finished return so that you're sure that you understand the final results.
You appear as the preparer from start to finish in the process, yet you have no ultimate responsibility other than the safeguarding of the data through the process.
At Professional Tax Planners of America our team of CPA's are licensed to prepare returns in all states and we are the responsible party with the IRS.
Best part of all - if your client should have an error, an audit, or any unfavorable tax outcome, you're not the responsible party in the eyes of the IRS. The professionals at Professional Tax Planners of America will represent your client and keep you in the loop.