Build your tax and financial planning advisory services

Develop deeper client relationships and reinforce your role as a trusted adviser through expanded tax and financial planning services.

Constant shifts in the tax and financial landscapes provide a natural opportunity to partner with your clients to help them build their financial plan. As your clients’ go-to adviser, use these resources to take the next steps for your firm and staff to provide or expand financial planning services and deepen your client relationships.

Loading

Asset-Map

Add more value to your client services beyond the tax return by leveraging solutions that give your firm the opportunity to scale tax and financial planning advisory services - 10% discount for AICPA members and 15% discount for PFP Section members.

Asset-Map

Add more value to your client services beyond the tax return by leveraging solutions that give your firm the opportunity to scale tax and financial planning advisory services - 10% discount for AICPA members and 15% discount for PFP Section members.

CPE Learning

Expand your knowledge and expertise in the tax and financial planning space with available learning opportunities.

CPE Learning

Expand your knowledge and expertise in the tax and financial planning space with available learning opportunities.

Explore Section memberships

Personal Financial Planning (PFP) Section
Enhance your value and grow your practice with an unparalleled package of resources designed specifically to support and promote you and your client relationships.

Tax Section
Elevate both your practice and professional growth with expert guidance, tools and resources to stay up to date with the ever-changing tax landscape.

Explore Section memberships

Personal Financial Planning (PFP) Section
Enhance your value and grow your practice with an unparalleled package of resources designed specifically to support and promote you and your client relationships.

Tax Section
Elevate both your practice and professional growth with expert guidance, tools and resources to stay up to date with the ever-changing tax landscape.

icon checkmarkOur guarantee
icon checkmarkOur guarantee

Every purchase you make from the AICPA & CIMA is safe and secure. We also guarantee 100% customer satisfaction on most of our products. If you’re not satisfied with your purchase, please contact us.

icon-updateOur refund policy
icon-updateOur refund policy

To start the return process, please contact us first. View all products eligible for refunds.