is a Tax Return
Preparation service designed to support
the best practices of today’s
professional Financial Advisors.

Our Partners

SecureCloud CPA

CPA Tax Bank

Collaboration Studios

About Tax Prep Back Office

Tax Prep Back Office™ is a Prospecting and Closing tool for advisors of every kind!!!!

Tax Prep Back Office The Key Marketing Team for SuccessIt delivers a professional tax preparation service designed specifically for Financial Advisors.

The Tax Prep Back Office™ service incorporates the financial services industry's most effective sales and lead generation techniques and it provides you all of the marketing materials (Customizable to your own business) that you will need to grow your new Business prospects and opportunities in an exponential manner. At the same time the Tax What-if services (also provided) will help an Advisor increase his/her closing ratio to place them into the top tier of the industry! All of this marketing value is packaged together with the provision of professional of tax services, based upon processes, procedures, and best practices, developed over 25 years of industry experience.

The Tax Prep Back Office™ services are easy to use for any financial advisor (it is designed for your staff to do the clerical work, our network of tax professionals to do the tax work, and for you to do the
financial products selling) and the Tax Prep back Office services are now all 100% delivered directly to the offices of any eligible financial advisory practice via a "state of the art" secure and compliant private IT Network. No special hardware is needed and No software needs to be install locally on your computers. Simply sign a Tax Prep Back Office™ services subscription and your existing financial advisory practice can also now immediately begin to provide professional tax services to your clients and your new prospects.

Tax Prep Back Office™ is a service of: SecureCloud Services Corp LLC (a Delaware Corporation).

SecureCloud Services Corp.