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 * Our Story
 * FAQs
 * For CPAs
 * Testimonials
 * Our Strategic Partners
 * Register
 * Contact Us
 * Webinars


 * Our Story
 * FAQs
 * For CPAs
 * Testimonials
 * Our Strategic Partners
 * Register
 * Contact Us
 * Webinars




GET THE "FINANCIAL DNA"

We offer a lead generating program using our tax services for financial
professionals who want to build their business. With our marketing program, you
will understand how to bring leads to your door 52 weeks a year and you will
learn the secret benefits of “Financial DNA”.



How it Works Subscribe Today



Member Login Financial Planner Login


WHO?

Financial Planners looking to increase revenue and client base.


WHAT?

Full Service and seamless Tax Preparation for your clients.


WHY?

Provides you with additional revenue potential new clients for your financial
planning service.


MONEY BACK GUARANTEE | NEW FOR 2016


5 REASONS YOU NEED TAX PREPARATION IN YOUR OFFICE

 * GROW YOUR BUSINESS
   
   
   We go to work with you, not against you, to assist you with meeting your
   client's financial goals.

 * ONE-STOP SHOPPING
   
   
   You can save your clients time by offering financial services, insurance, tax
   planning and preparation. You add value to your client relationship and
   create a "sticky" relationship with the client.
   

 * KEEP CLIENTS COMING BACK
   
   
   Tax preparation is a service that everyone needs and is a great way to keep
   the client coming back for more than just an annual review.

 * PRE-QUALIFY YOUR CLIENTS AND PROSPECTS
   
   
   The tax return provides you with the "financial DNA" to better advise your
   clients.  It provides you with the information needed to pre-qualify a
   prospect.

 * HELP YOUR CLIENT ACHIEVE THEIR GOALS
   
   
   Taxes are the number one obstacle between a client and retirement that they
   want.
   




HOW DOES MONEYSMARTS WORK?

1



MARKETING

Market your services using whatever methods you’d like print ads, radio, tv,
online and social media.

2



PROSPECTS

Pre-Qualify your prospects and gather their data W-2’s, 1099s and so on and
upload documents to the secure MoneySmarts web portal.

3


WE GO TO WORK!

Our team completes the return both Federal and State and sends them back for you
to review.


THE MONEYSMARTS TEAM OFFERS TECHNICAL AND CONSULTORY SUPPORT, INCLUDING…

 * Marketing Materials
 * 2nd Opinion Reports
 * "What If" Tax Illustrations
 * Other Tools and Services!
 * Money Back Guarantee
   

 * Our Story
 * FAQs
 * For CPAs
 * Testimonials
 * Our Strategic Partners
 * Register
 * Contact Us
 * Webinars

J.T. Hicks & Company, P.A.


470 S. Main Street
Brewer, ME 04412

voice: 207.990.3127
fax: 207.990.3128
email: info@jthicksandcompany.com

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