SMART ALLIANCE 2.0 Your Virtual Team of Financial Expert

Smart Alliance is a Virtual Family Office

A partnership program offered at ZERO cost to you

CPAs, Enrolled Agents, Bookkeepers, Unions, Associations can now leverage our services

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Previously available only to High Net Worth Families

 

Signing up as a Smart Alliance Partner will increase the services and solutions available to you and your clients. By partnering with Tandem Head Smart Alliance, you have the opportunity to proactively respond to client needs, and offer them a consolidated forum to address any and all their needs before they even occur.

 

In today’s fast-paced environment, and with additional competition moving into the accounting space all the time, a reactive business model isn’t enough.

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Our multi-disciplined Financial Service Organizations brings together professional from across multiple disciplines to create a centralized mutually beneficial partnership that builds trust through transparency.  Our program will drive growth through collaboration with turnkey solutions that do not disrupt your core business.

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Creating Partnerships with Estate Attorneys, CPAs/Accounting, EAs/Tax Professionals, Bookkeepers, Payroll Companies & Medicare Agents/Agencies

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For your induvial clients

Social Security Education & Optimization Software via RSSA ROADMAP

Financial Literacy ZOOMs

*Discounts on Wills and Trusts 

Health Insurance Coverage review

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For Business Clients

401K Plan Review

Business Valuations

Monthly Financial Planning Newsletters

*Discounts on Wills and Trusts 

Equity and Succession Planning

Access to innovative Voluntary Group Benefit offerings​​