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.<\/p>\n\n\n\n
Income tax preparation services are offered in a non\u2011investment advisory capacity<\/strong> and are provided separately from investment advisory, brokerage, and insurance services.<\/p>\n\n\n\n Depending on client needs and engagement scope, income tax preparation services may include:<\/p>\n\n\n\n Tax returns are prepared based on information supplied by the client and applicable tax laws and regulations in effect at the time of preparation.<\/p>\n\n\n\n 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.<\/p>\n\n\n\n Clients are also responsible for reviewing completed tax returns before filing and for final approval of all filings.<\/p>\n\n\n\n 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)<\/strong> and the Pennsylvania Institute of Certified Public Accountants (PICPA)<\/strong>.<\/p>\n\n\n\n We are committed to professionalism, objectivity, confidentiality, and the responsible application of current tax law.<\/p>\n\n\n\n Clients are encouraged to consult qualified legal professionals regarding legal matters or disputes.<\/p>\n\n\n\n Tax preparation services are distinct from tax planning services. While tax preparation may identify areas for future consideration, it is primarily a compliance\u2011focused service and does not constitute forward\u2011looking tax planning unless expressly agreed upon in writing.<\/p>\n\n\n\n Clients are not required<\/strong> to engage investment advisory, brokerage, or insurance services in order to receive income tax preparation services.<\/p>\n\n\n\n Investment advisory services are offered through Cetera Investment Advisers LLC<\/strong>, a registered investment adviser. Income tax preparation services are provided by Financial Partners, LLC in a non\u2011investment 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.<\/p>\n\n\n\n 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\u2011investment advisory capacity and are provided separately […]<\/p>\n","protected":false},"author":1,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"footnotes":""},"class_list":["post-390","page","type-page","status-publish","hentry"],"_links":{"self":[{"href":"https:\/\/financialpartners.io\/index.php?rest_route=\/wp\/v2\/pages\/390","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/financialpartners.io\/index.php?rest_route=\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/financialpartners.io\/index.php?rest_route=\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/financialpartners.io\/index.php?rest_route=\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/financialpartners.io\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=390"}],"version-history":[{"count":1,"href":"https:\/\/financialpartners.io\/index.php?rest_route=\/wp\/v2\/pages\/390\/revisions"}],"predecessor-version":[{"id":392,"href":"https:\/\/financialpartners.io\/index.php?rest_route=\/wp\/v2\/pages\/390\/revisions\/392"}],"wp:attachment":[{"href":"https:\/\/financialpartners.io\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=390"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}
\n\n\n\nTax Preparation Services<\/h2>\n\n\n\n
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\n\n\n\nClient Responsibilities<\/h2>\n\n\n\n
\n\n\n\nProfessional Standards<\/h2>\n\n\n\n
\n\n\n\nImportant Tax Disclosures<\/h2>\n\n\n\n
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\n\n\n\nRelationship to Tax Planning<\/h2>\n\n\n\n
\n\n\n\nRelationship to Other Services<\/h2>\n\n\n\n
Brokerage services are offered through Cetera Advisor Networks LLC<\/strong>, member FINRA\/SIPC<\/strong>.
Insurance solutions, if offered, are provided through appropriately licensed insurance agencies.<\/p>\n\n\n\n
\n\n\n\nCapacity Clarification<\/h2>\n\n\n\n
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