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Strategic Alliances Enhance Your Practice


Talk to Tandem Head Financial Services LLC  today about our Professional Alliance Network that matches Financial Service Organizations across multiple disciplines to create a dynamic and mutually beneficial partnership that builds trust through transparency.  Our program will drive growth and collaboration with turnkey solutions that do not disrupt your core business.

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


401K Plan Review

Business Valuations

Financial Planning Newsletter


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 needs contingencies before they even occur. In today’s fast-paced environment, and with additional competition moving into the CPA and bookkeeping spaces all the time, a reactive business model isn’t enough.

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