Expert Tax Preparation & Strategic Planning
For Advisors & Their Clients
Streamlined
Our process utilizes both human and AI tools to turnaround tax returns quickly
Comprehensive
Our expert advice ensures accuracy on your return and proactive strategies to reduce your tax burden
Fair, Upfront Pricing
Our market-based pricing is agreed to upfront. As long as the scope doesn’t change, there will be no additional fees.
Created by Advisors for Advisors
I’ve spent almost two decades in the financial services industry and have tried a lot of different solutions to serve my Wealth Management clients with their tax planning and tax preparation. After never finding a solution that met my standards, I decided to build my own.
At the OFO Tax Group, we partner with Financial Planners to provide reasonably priced, quality and efficient tax planning and preparation services for their clients, elevating the Financial Planners service offering without disrupting the entire business each tax season.
Services
Full-Service Tax Preparation Consulting
OFO Tax Group supports your firm behind the scenes as part of your service offering.
Tax Preparation Referrals
Clients engage OFO Tax Group directly for tax preparation services.
Tax Planning Consulting
Ongoing tax planning and strategy through a monthly retainer arrangement and ad hoc engagements.
Tell Us How We Can Help
Interested in tax preparation, tax planning, or advisor partnership services? Complete the following form and a member of our team will reach out to discuss next steps.