We provide tax, accounting, financial planning, management consulting, investment advisory, and insurance services, with investment advisory services offered by Pennsylvania‑registered investment adviser representatives, insurance services conducted pursuant to Pennsylvania insurance laws, and accounting and consulting services provided in accordance with AICPA, PICPA and PMI professional standards.

Accounting and Tax Services

Overview

Financial Partners, LLC provides accounting and tax services to individuals and businesses in a professional, non‑investment advisory capacity. These services are designed to help clients organize financial information, meet reporting obligations, and understand tax considerations relevant to their circumstances.

Accounting and tax services are offered separately from investment advisory and brokerage services and are not contingent upon engaging any other services.

Accounting Services

Our accounting services are intended to support accurate financial recordkeeping and informed decision‑making. Services may include:

  • Bookkeeping and general ledger maintenance
  • Bank and credit card reconciliations
  • Financial statement preparation for internal use
  • Cash flow tracking and reporting support

Accounting services are provided based on the scope outlined in a written engagement agreement and are performed using information supplied by the client.

Tax Services

Our tax services focus on tax compliance and preparation, as well as general tax considerations relevant to a client’s situation. Services may include:

  • Individual and business tax return preparation
  • Year‑round tax compliance support
  • General tax planning considerations related to personal or business activities

Tax services do not include the provision of legal advice or legal representation before taxing authorities unless specifically agreed to in writing and permitted by applicable law.

Professional Standards and Ethics

Accounting and tax services are provided in accordance with applicable professional standards and ethical requirements, including those established by the American Institute of Certified Public Accountants (AICPA) and the Pennsylvania Institute of Certified Public Accountants (PICPA).

We are committed to professional integrity, objectivity, and confidentiality in the delivery of accounting and tax services.

Important Service Disclosures

  • Accounting and tax services are provided in a separate capacity from investment advisory and brokerage services.
  • The provision of accounting or tax services does not require, and is not dependent upon, the use of any investment advisory, brokerage, or insurance services.
  • Information provided on this page is for general informational purposes only and should not be considered legal advice.
  • Clients are encouraged to consult qualified legal professionals regarding legal matters specific to their situation.

Coordination With Other Professionals

When appropriate and at the client’s request, we may coordinate with third‑party professionals such as attorneys or investment advisors to support the client’s planning objectives. Coordination does not imply shared responsibility or joint service delivery unless expressly agreed to in writing.

Capacity Clarification

Accounting and tax services are provided by Financial Partners, LLC in a non‑investment advisory capacity. Investment advisory services are offered through Cetera Investment Advisers LLC, a registered investment adviser. Brokerage services are offered through Cetera Wealth Services, LLC, member FINRA/SIPC.