Driving Efficiency Through In-House Tax Planning & Preparation
Having an in-house tax department at a wealth management firm is not a very common thing.
So, why does Wealthquest do it? What about having your taxes done in-house is so valuable?
It’s because there’s a big difference between coordination and collaboration. Both are important, but they’re different. There’s also a difference between tax preparation and tax planning. Again, both important, but different.
Having your financial life managed by one team, all under one roof, for one simple fee means that coordination and collaboration runs deep and wide.