Half the top RIAs offer tax. Here's how you join them.
DeductionOS lets registered investment advisors (RIAs) offer full tax preparation, planning, and filing to their clients — powered by Taylor, CPAI and double-checked by Deduction's CPAs.
"Tax is becoming part of what the best RIAs do. Deduction is how you offer it the right way — integrated, seamless, like it was always part of your practice."
Chief Operating Officer - Deduction
Give your clients full service.
Offer tax services without abrupt hand-offs, late tax-decisions, and liability.
No abrupt hand-offs
Offer preparation, planning, and filing as a seamless extension of your practice. Your clients experience one trusted relationship backed by the credibility of a nationally recognized tax firm from day one
Timely tax decisions.
With tax deeply integrated, clients get the benefit of seamless information-sharing between advisor and CPA, enabling faster, earlier decions.
Seamless integration.
Billing, document workflows, e-signature, filing confirmations, client communications, and QA — all centrally managed by Deduction. The overhead that would consume a tax practice never lands on your desk.
The intelligence of AI with the trust of CPAs.
Our licensed tax professionals are powered by DeductionOS, a singular technology platform designed by CPAs to deliver an AI-enabled experience that still feels white-glove, just without the capacity constraints.
Everything tax, none of the overhead.
Book an intro call.
If you're a RIA looking to offer other expand your tax services, we'd love to connect.
