At HBW Partners Tax Services we recognize that every investment recommendation an advisor makes has a tax consequence. Therefore, we created a platform that allows advisors to get certified in tax preparation which is a key component of a financial plan.
We offer a comprehensive tax course that trains advisors on how to prepare tax returns. Whether an advisor has their insurance license, securities license, Investment Advisor license or all of the above, professional tax preparation will complement them. With HBW’s system, advisors are there alongside their clients every step of the way to assist them with tax preparation. The system also enhances their ability to become the highly trusted advisor their clients need and have been looking for.
Why become a Certified Tax Professional? Click here to learn the 12 advantages.
Please, feel free to browse our website to see the services we offer as well as the many helpful resources we provide. If you are interested in becoming a tax preparer with us, please visit the Pre-Registration page under the Agent Portal tab. When you are ready to learn more about what we can do for you, we encourage you to Contact Us.
Securities and advisory services offered through Cetera Advisor Networks LLC (doing insurance business in CA as CFGAN Insurance Agency), member FINRA/SIPC. Cetera is under separate ownership from any other named entity. Investment advisory services may also be offered through HBW Advisory Services LLC. HBW Insurance & Financial Services, Inc. dba HBW Partners and HBW Advisory Services LLC are separate entities which do not offer legal or tax advice.