I have been a financial advisor for more than 30 years. During that time, I have worked with clients who have prepared their own taxes, those who work with CPAs I have never spoken to or worked with, and those who work with CPAs with whom I have a professional relationship. My preference is to develop a working relationship with the client’s CPA because I find it to be the most beneficial for the client.
Choosing a financial advisor to work with your clients is like selecting a business partner: This person will be working with your clients and helping to shape their financial lives. It is important that you select one or more firms that can meet the needs of your clients and deliver their services effectively.