Choreo supports CPAs
and their clients
Your business owner clients look to you for sound advice, about business structure, taxes, transitions and more. Positioned at the intersection of tax and wealth, Choreo advisors work with our CPA partners to help comprehensively serve business owner clients with tax, estate and business transition planning.
Below you’ll find some helpful information for download:
If we can be of any additional service to you or your clients, don’t hesitate to reach out. If you’d like more information about how Choreo advisors partner with tax professionals and access to additional educational materials, please complete the form below and we’ll be in touch.