Role Structure Comparison

Side-by-side guidance on employee vs Service Partner vs Joint Venture Service Partner from a tax and operational perspective.

Tax Planning for Advisors

Actionable planning insights to help you anticipate liabilities, identify deductions, and stay organized throughout the year.

Preparation of Individual Income Tax Returns

We can prepare your individual federal return and both resident state income tax returns and all nonresident state income tax returns.

Compensation for Financial Advisors

We can advise Financial Advisors at Edward Jones on their unique and complicated compensation structure.

Preparation of Personal Financial Statements

Monthly Financial Statements as a result of personal bookkeeping services on a monthly basis utilizing QuickBooks Online.

Unlimited Questions

Get all questions answered throughout the year via email.