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What is MoneySmartsUS?


We are a unique lead generation system and business building program for financial advisors using our exclusive income tax preparation and tax planning services. When you partner with us, you will be able to offer additional services that your clients and prospects NEED. 

What is the investment to join?


Please call us to discuss which of our service levels are best for you. If you are affiliated with one of our strategic partners, please contact them directly for subscription inquiries.

The benefits to partnering with MoneySmartsUS:


  • Access to our innovative lead generating and business building program.
  • We prepare your individual income tax return (Form 1040 and 1 state return).
  • We provide weekly emails with tax tips and planning strategies.
  • We publish up-to-the-moment tax news and information at our blog, The TaxVisor
  • Unlimited live tech support through 6 p.m. PST.
  • Our team is available to assist you 12 months a year.
  • You will be partnering with a nationwide network of CPAs.
  • We provide exclusive secure web portal technology.
  • We provide you with marketing materials.  Included with your subscription fee are brochures, print ads, and printable tax tip sheets.
  • As a subscriber, you receive our services at a reduced rate.
  • We have multiple training options:
  • Personal on-site or telephone training.
  • Self-training via our YouTube channel.
  • Specially designed webinars. 
  • We prepare any individual, business or local return for any state.
  • We offer bookkeeping and payroll services.
  • We are a full service CPA firm.
  • All returns are CPA prepared.
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