We help financial planners become a one-stop-shop for their clients by offering "white labeled" tax prep. You get to be involved through the whole process with your client.
We offer back end and client direct tax planning support, so you can have a broader range of experts on your team!
You don't have to shy away from crypto conversations anymore! Our team is experts in Bitcoin and other crypto, and love diving into the wild west of crypto tax legislation.
Get your clients tax estimates throughout the year, so they can have better projections and you look like a proactive rockstar!
Have client that run businesses? How would you like clarity into their business like you've never had before? Well, we can help with that! We can do your clients books and bring you along for the ride.
We can go way beyond your business owner client's books. We can do cash flow projections, tax planning, entity optimization, and more... We'll collaborate with you to make sure our recommendations match your planning.
Signing up is as easy as letting us know you want our help!
Sign our mutual agreement, so we can start working together.
We guide you through getting into our systems, so you can start sending us clients!
If you're sick of referring your clients to a "CPA black hole" where they're giving your clients poor service and likely advice that contradicts your financial plan, well we were too - that's why we started Vincere Tax! Vincere Tax was founded by a Josh Bennett, an Investopedia top 100 advisor.
We don't just file your clients taxes and leave it at that. We look for planning opportunities for you to add value. We want to make you look like a rockstar in your client's eyes while providing your the insights for you to present what fits in their plan.
*List not comprehensive. Prices subject to change based on complexity. Any Bookkeeping and Accounting adjustments not included
*List not comprehensive. Prices subject to change based on complexity. Any Bookkeeping and Accounting adjustments not includedStart Now
Our friendly and professional team is ready to serve you and you clients