____FOR CPAs & PARTNERSHIPS
Your clients bring you their hardest questions.
We help you answer more of them.
You're the most trusted professional in your clients' financial lives. That trust comes with questions that fall outside a tax return:
"Should I convert to Roth this year?"
"How do I fund this buy-sell agreement?"
"What do I do with the proceeds when I sell?"
Most accountants answer with a referral and hope for the best. There's a better structure.
____THE COLLABORATION
A collaboration, on your terms.
We work with a select group of accountants as planning collaborators. Here's how it works:
01 You stay in control
Your client remains your client. We work with you, in joint meetings, on the planning questions you choose to bring us.
02 Your client gets a team
Through Hansch Virtual Family Office, your client gains access to specialists across tax, legal, insurance, investments and business advisory.
03 Your firm gets a service line
Instead of pointing clients elsewhere for planning, you deliver it with us. Where regulations permit, accountants share in planning revenue.
____WHERE VALUE SHOWS UP
Where we add the most value.
Business planning is where collaboration pays off fastest: funding buy-sell agreements, key person coverage, 401(k) and retirement plan design, and exit planning that gets the tax treatment right before the letter of intent is signed—not after.
For individual clients, the common wins are Roth conversion analysis, retirement distribution sequencing, charitable strategies, and estate plan cleanup—all coordinated with the return you file.
____HOW IT WORKS
Evaluate this with one real case.
No commitment up front.
One client, together
Pick a client with a planning question on the table. We prepare the analysis, you join the meeting, your client sees the value directly.