Every filing season a client asks what they should be doing differently, and every filing season the honest answer is “that is not what I do.” The Financial Services App is where that answer changes — under your brand, with licensed professionals performing the work.
Every partner gets all five Systems Apps — tax, audit, accounting, insurance, and financial services — not only the one that matches the practice today.
Planning is the highest‑value conversation in a tax practice and the one with nowhere to go. The Financial Services App is licensed to your firm and branded in your name, and it sits on the same platform as the return the plan is built from.
Your name on the system your team works in and on everything the client receives.
Everyone working the relationship is in the same system on the same household.
The plan starts from the numbers you already have rather than from an intake form the client will not finish.
The work that matters happens before December 31, not in April. The system is organized around that.
Nothing to install and nothing to keep current.
Where your firm is not licensed to perform the work, it routes to someone who is and a share of the engagement comes back to you.
Ongoing advisory relationships pay beyond the plan itself — median advisory retainers run about $4,500 a year, and asset‑based work is billed annually on top.
per plan, to you
Based on half of the $3,000 median fee for a standalone financial plan, per the 2024 Kitces advisor survey. Your 50% revenue share applies for the life of the client relationship, with no cap and no expiration.
| At this volume | Revenue to you |
|---|---|
| 5 plans a year | $7,500 |
| 10 plans a year | $15,000 |
| 25 plans a year | $37,500 |
Illustrative, using published average engagement values and the 50% partner share. Not a guarantee, forecast, or earnings claim; what you earn depends on your client base, your market, and how many referrals you actually make.
If one of these is you, this is the page that launches your practice.
Built two ways: for advisors adding tax preparation as the front door, and for tax practices that want advisory revenue without holding every license themselves.
The Financial Services App branded to your firm, a seat for every advisor, and the other four Systems Apps included.
Work your firm is not licensed to perform is handled by a licensed professional in the network, with a share of the engagement coming back to you.
A Q4 service line with its own fee, sold to the base you already file for.
Campaigns and content that sell a planning engagement, which is a longer and more consultative sale than a return.
Pricing and positioning advisory work inside a tax practice, with mentorship from firms already running both. Available when you want it, never required.
Pricing is set on the call. Every practice comes in at a different size, a different volume, and a different mix of service lines, so we price the partnership against yours rather than publishing a number that will not fit you. Bring the output from the calculator and we will work from your figures.
A plan is only as good as the return, the books, and the coverage behind it. The other four apps are how you see all of it.
Run your own practice through the calculator, or book a 20‑minute fit call and we will do it with you.