Tax Planners
Is Your Practice Just "Recording Financial History"?
More than 70% of Ultra High Net Worth clients are dissatisfied with their Tax Planner.
36% of Ultra High Net Worth clients are ACTIVELY SEARCHING for another accounting firm...
Give Your Practice
a Tune Up!
Your Profession is changing... Are you keeping up?
Don't attract "more" clients... Attract "Mega" clients!
Change doesn't happen by accident.
Change doesn't happen alone.
Become a Premier Tax Practice of the Future!
Deliver dramatically more value to your best clients year-round.
Create more time for what's most important in your life!
Prepare for organic growth!
Deliver DRAMATICALLY MORE VALUE to your BEST Clients!
The accounting profession is under more pressure to change than ever before in history. While lower-end financial reporting is quickly becoming commoditized by algorithmic software and discount chains, many tax professionals are needing to become the most trusted business adviser for their best clients. However, most tax practices are ill-equipped for such a potentially expensive task. Meanwhile, many regional firms think they are adding value simply by establishing an asset management component (another burdensome & commoditized service) to their firm.
The Malone Integration Group brings together arguably the most experienced & tested specialists from across the nation to deliver comprehensive institutional planning strategies for the tax professional. M.I.G. streamlines the planning and implementation of advanced strategies so the tax professional will become indispensable to their very best clients. Helping the tax professional add substantial value to their best clients will help pave the road to high quality organic growth for the practice.
