Overview
Financial Partners, LLC provides individual and business income tax preparation services designed to assist clients in meeting applicable tax filing and reporting requirements. Tax preparation services focus on accuracy, completeness, and compliance based on information provided by the client.
Income tax preparation services are offered in a non‑investment advisory capacity and are provided separately from investment advisory, brokerage, and insurance services.
Tax Preparation Services
Depending on client needs and engagement scope, income tax preparation services may include:
- Preparation of individual federal, state, and local income tax returns
- Preparation of business tax returns, including sole proprietorships and pass‑through entities
- Review of client‑provided tax documents and information
- Electronic filing of completed tax returns, where applicable
Tax returns are prepared based on information supplied by the client and applicable tax laws and regulations in effect at the time of preparation.
Client Responsibilities
Clients are responsible for providing complete and accurate information relevant to their tax filings, including income, deductions, credits, and supporting documentation. The accuracy of the finished tax return depends on the completeness and reliability of information provided.
Clients are also responsible for reviewing completed tax returns before filing and for final approval of all filings.
Professional Standards
Income tax preparation services are performed in accordance with applicable professional and ethical standards, 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 professionalism, objectivity, confidentiality, and the responsible application of current tax law.
Important Tax Disclosures
- Income tax preparation services do not constitute legal advice or legal representation.
- Tax preparation services do not include representation before the Internal Revenue Service or state taxing authorities unless separately agreed to in writing and permitted by law.
- Tax laws and regulations may change and may be applied retroactively.
- No assurance can be provided regarding the outcome of any tax filing or potential tax liability.
Clients are encouraged to consult qualified legal professionals regarding legal matters or disputes.
Relationship to Tax Planning
Tax preparation services are distinct from tax planning services. While tax preparation may identify areas for future consideration, it is primarily a compliance‑focused service and does not constitute forward‑looking tax planning unless expressly agreed upon in writing.
Relationship to Other Services
Clients are not required to engage investment advisory, brokerage, or insurance services in order to receive income tax preparation services.
Investment advisory services are offered through Cetera Investment Advisers LLC, a registered investment adviser.
Brokerage services are offered through Cetera Advisor Networks LLC, member FINRA/SIPC.
Insurance solutions, if offered, are provided through appropriately licensed insurance agencies.
Capacity Clarification
Income tax preparation 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 Advisor Networks LLC, member FINRA/SIPC.