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Get the Financial DNA. We offer a lead generating program using our tax services for financial professionals who want to build their business. With our marketing program, you will understand how to bring leads to your door 52 weeks a year and you will learn the secret benefits of Financial DNA . Financial Planners looking to increase revenue and client base. Full Service and seamless Tax Preparation for your clients. 5 Reasons You Need Tax Preparation in Your Office. KEEP CLIENTS COMING BACK. Pre-Qualify...

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Get the Financial DNA. We offer a lead generating program using our tax services for financial professionals who want to build their business. With our marketing program, you will understand how to bring leads to your door 52 weeks a year and you will learn the secret benefits of Financial DNA . Financial Planners looking to increase revenue and client base. Full Service and seamless Tax Preparation for your clients. 5 Reasons You Need Tax Preparation in Your Office. KEEP CLIENTS COMING BACK. Pre-Qualify...
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Home - Money Smarts | moneysmarts.us.com Reviews

https://moneysmarts.us.com

Get the Financial DNA. We offer a lead generating program using our tax services for financial professionals who want to build their business. With our marketing program, you will understand how to bring leads to your door 52 weeks a year and you will learn the secret benefits of Financial DNA . Financial Planners looking to increase revenue and client base. Full Service and seamless Tax Preparation for your clients. 5 Reasons You Need Tax Preparation in Your Office. KEEP CLIENTS COMING BACK. Pre-Qualify...

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Subscribe - Money Smarts

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We are a unique lead generation system and business building program for financial advisors using our exclusive income tax preparation and tax planning services. When you partner with us, you will be able to offer additional services that your clients and prospects NEED. What is the investment to join? Please call us to discuss which of our service levels are best for you. If you are affiliated with one of our strategic partners, please contact them directly for subscription inquiries. All returns are CP...

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Tax Preparation Services for Financial Planners - Money Smarts

http://www.moneysmarts.us.com/money-back-guarantee

TAX MANAGEMENT AND CONSULTING SERVICES FOR FINANCIAL AND INSURANCE PROFESSIONALS. We believe so strongly in our unique marketing program for financial professionals that we now have a MONEY BACK GUARANTEE. All you need to do is:. Subscribe to our service,. Attend our free training sessions,. Follow our Marketing and Action Plan to Success. Subscription must be paid in full. Refund will be prorated based on performance. Working Timeline: 12 months from payment date. All ads must be preapproved. We've been...

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Our Strategic Partners - Money Smarts

http://www.moneysmarts.us.com/our-strategic-partners

Your Family BankYour Family Bank and the 10 Principles of Money Management are helping people take back control of their finances and their lives. Visit Your Family Bank. Financial Education Centers. Inc. Visit Financial Education Centers. Tax Planners of Texas. Visit Tax Planners of Texas. We are an independently owned financial services firm which allows us the freedom to not be tied to one company and the ability to use a variety of financial solutions that best suit our clients' individual needs....

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For CPAs - Money Smarts

http://www.moneysmarts.us.com/for-cpas

We're always looking for talented tax professionals that want to grow their business outside their local community. Our service allows you join us at no cost to you and get paid to provide tax preparation services withour ever having to meet with a client to gather information or deliver your work product. You get paid to do the part of the project that you like to do the most. Here are our must-haves for our CPA team:. You must be a CPA. You must agree to our terms of service. We're open for business 12...

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Testimonials - Money Smarts

http://www.moneysmarts.us.com/testimonials

We have offices in Ohio and Florida. We like having one centralized point of contact for tax preparation and consulting that accommodates all our clients no matter in what state they have to file. Garry Savage, Advanced Strategies, Huron, OH and Naples, FL. It’s essential that I offer this additional serviceMy goal is to be my client’s advisor in all financial matters. Mark Curtis, Transformation Concepts, Las Vegas, NV. Lance Thayer, Blueprint Financial, Dallas, TX. We have good response from our ads.

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Services to help and support Financial Advisors and their clients

http://www.jthicksandcompany.com/content/4006/Financial_Planners

We offer special support to financial advisors would like to offer tax services to their clients. You, as a financial advisor or planner, need to control the tax outcome of your advice. If it could be done simply, wouldn't you rather be your client's tax preparer. We go to work with you, not against you, to assist you with meeting your client's financial goals. To learn more or for a free demonstration, please call (207) 990-3127.Â. Signup for our Email Newsletter. New to our payroll service?

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Home - Money Smarts

Get the Financial DNA. We offer a lead generating program using our tax services for financial professionals who want to build their business. With our marketing program, you will understand how to bring leads to your door 52 weeks a year and you will learn the secret benefits of Financial DNA . Financial Planners looking to increase revenue and client base. Full Service and seamless Tax Preparation for your clients. 5 Reasons You Need Tax Preparation in Your Office. KEEP CLIENTS COMING BACK. Pre-Qualify...

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