Choreo Partner Alliance, LLC

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CPA Alliance | Accounting Partnerships | Choreo Advisors Trusted service lines for you and your clients. We have a rich DNA of collaborating with our strategic CPA partners by offering new or expanded wealth management services to their clients. Get Started CPA ALLIANCE RELATIONSHIP A relationship built around a partnership . Our CPA Alliance Program provides you the opportunity to enhance your current offerings, add a new line of revenue, and offer a well-rounded suite of wealth solutions for your clients - allowing you to focus on your growth by maximizing the investment you've made in building your firm. CPA ALLIANCE SOLUTIONS Adding value to your services. Through our CPA Partners we integrate financial, tax and estate planning, as well as comprehensive wealth management and retirement plan advisory services to help your clients translate wealth into fulfillment. We leverage the latest technology to provide value-add services in today’s fast moving digital world. By adding our expertise and wealth solutions to your client offerings, we help you deepen your client relationships via strategies that extend beyond tax management. CPA ALLIANCE BENEFITS Our CPA Alliance has real impact on your firm and your clients' financial future . Compliance and Planning Efficiency We help synthesize supporting tax documents and relevant information from attorneys and other parties along with providing details on transactions that have occurred during the year to save you time. Adjacent Tax

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