Selected Partners

**Note: Many of the companies using CS services have requested confidentiality.
The following organizations have graciously allowed us to display their information.

Financial Planning

American Tax Advisory Network
American Tax
Advisory Network

Financial Independence Group
Financial
Independence Group

300 Financial
300 Financial

The Tax Sherpa
The Tax Sherpa

Covenant Reliance Producers LLC
Covenant Reliance
Producers LLC
(CRP)

Professional Tax Planners of America
Professional Tax
Planners of America

3Mentors
3Mentors

Tax Prep For Advisors
Tax Prep For Advisors

Brokers' Choice of America
Brokers' Choice of America

US Tax Centers
US Tax Centers

Clients4Life
Clients4Life

Copytalk
Copytalk

Tax Prep Back Office
Tax Prep Back Office

Tax What If
Tax What-if


Marketing Management & Solutions

Application Staff
Application Staff

Advisor Attorney Tools
Advisor Attorney Tools

MyDocs
MyDocs

US Tax Centers of Maine
US Tax Centers of Maine

Master Mentors
Master Mentors


Legacy Associates

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