Tax & Accounting Professionals

Built for how tax pros really grow.

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$2,500

per year per tax client

Average revenue increase for Cetera tax professionals who've added wealth management to their tax practice.†

Go beyond tax-smart to tax-intelligent

As the leading growth consultant for tax and accounting professionals integrating wealth management into their practices, we know what it takes to help both sides of your business flourish.

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Better outcomes for your clients

Taking a more holistic approach to your clients’ financial picture by integrating wealth management and tax planning can quickly add up. Tax-efficient investing and smart withdrawal strategies enhance portfolio returns about 1.2% annually.†

Dedication to tax professionals

We’ve never taken a one-size-fits-all approach to those we serve, so it should be no surprise we have communities singularly focused on serving tax professionals like you. What can that level of specialization do to benefit your success? Everything.

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Go RIA—and let us do the heavy lifting

Higher payout. Greater valuation. Full control. RIA Blueprint gives you all the benefits of owning your own RIA—without the weight of creating your own tech, compliance, and operations systems. Flexible affiliation options grow with you as your business evolves.

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Choice and flexibility—we expect you to expect nothing less

That’s why we give you multiple ways to affiliate, plus additional options within each model 
to help you find the perfect fit.

Find Your Fit

Find new growth with our customized benefits

Answer your clients’ biggest retirement question

Leverage AI to develop resilient retirement income strategies with personalized time segments, strengthening client relationships.

Answer your clients’ biggest retirement question
Discover Advanced Time Segmentation

Tech to manage, and attract, business

Win prospects and gain wallet share by making it easier for clients to engage with you and their entire financial picture.

Tech to manage, and attract, business
Discover AdviceWorks

Scalable advisory tools

Save time and gain scale within a single, unified advisory platform that gives you full flexibility and control.

Scalable advisory tools
Discover My Advice Architect

Answer your clients’ biggest retirement question

Leverage AI to develop resilient retirement income strategies with personalized time segments, strengthening client relationships.

Answer your clients’ biggest retirement question
Discover Advanced Time Segmentation

Tech to manage, and attract, business

Win prospects and gain wallet share by making it easier for clients to engage with you and their entire financial picture.

Tech to manage, and attract, business
Discover AdviceWorks

Scalable advisory tools

Save time and gain scale within a single, unified advisory platform that gives you full flexibility and control.

Scalable advisory tools
Discover My Advice Architect
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Talk with us today

Connect with your Business Development team to learn how our holistic approach can benefit your entire business.

No license? No problem!

Whether you’re a tax pro without a securities registration or an advisor without a CPA or EA license, we can help you get the credentials you need or facilitate a strategic partnership so you can offer your clients greater financial well-being.

Hesitant about a move?

Our award-winning onboarding experience solves for the uncertainty.

See How

*Based on internal analysis of Cetera Financial Specialists-affiliated tax professionals
†Russel Investments’ 2023 Value of an Advisor Survey