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Thank you once again for taking part in our survey. The information that you've provided is highly valuable, for it will be used to update and refine the output graphs even further to better reflect the current state of the industry. By being able to benchmark your company's practices against those of other tax professionals, it is our goal to help both large corporations and independent firms alike to make smarter and more informed strategic business decisions.
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Tiburon Strategic Advisors provides a variety of market research and strategy consulting services. As it relates specifically to data learned from TaxProBestPractices, Tiburon has written a research report, prepared a conference presentation, developed a market seminar, and conducted customized market research and strategy consulting for a variety of clients. If you are interested in any of these services, please click on the icon to the left.
Click here to learn more about H.D. VEST H.D. Vest - The Leader in Tax Practice Development
H.D. Vest has been focused exclusively on helping tax professionals expand their service offerings since 1983. During this time, we have certainly learned a lot about the support, training, systems and marketing a tax professional needs to integrate financial services successfully into a tax practice. We hope this tool will be helpful in evaluating your practice versus some of your peers in the industry. If you are seriously considering adding financial services to your practice, weigh the facts and consider the firm that has focused on helping thousands of tax professionals integrate financial planning. H.D. Vest has been the leader in offering these services and opportunities longer than any other firm. H.D. Vest is also the largest firm focusing solely on helping the tax professional, with over 6,000 advisors. What's more, H.D. Vest has created the standard for training and support in assisting tax professionals. For more information on H.D. Vest, visit our website www.joinHDVEST.com or call us at (800) 742-7950.
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Click here to visit the H.D. Vest Financial Services web site  Click here to visit the Tiburon Strategic Advisors web site Click here to visit the National Association of Enrolled Agents web site