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I'm a Financial Advisor that wants to add Tax Preparation to my practice

Kevin Michels's Profile

I'm a fee-only financial advisor and a big part of what we do, in addition to investment management, is financial planning. We get deep into tax planning as well, at least compared to other financial advisors, and I constantly get asked by clients if we can prep their taxes as well. I'm thinking about adding tax preparation to my practice and want to know the best way I can get experience with tax prep before actually adding it as an official service offering. I'm already an Enrolled Agent. I'm wondering if I should do tax prep for a franchise like H&R Block or Liberty for a season just to get some experience under my belt, since I don't know what I don't know.

What are everyone's thoughts on the best way to approach this?

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