White-Label Tax Preparation for Registered Investment Advisors

Swayne Tax & Strategy (STS) provides outsourced tax preparation designed for advisory firms that want to offer tax filing as part of their client service model.

STS operates as the tax preparation engine behind your firm’s offering — preparing and filing returns while advisors continue to lead the client relationship and financial planning.

  • 📄 Preparation of federal & state individual income tax returns

    🏢 Preparation of entity returns

    📤 Electronic filing & return delivery

    ✔️ Quality control review

    🛡️Assistance responding to IRS or state notices

  • 🗂️ → 📑 → ✍️ → 📬

    🗂️ 1. Document Collection

    Your firm gathers client tax documents and securely provides them to STS.

    📑 2. Return Preparation

    STS prepares tax returns using a structured preparation & review process.

    ✍️ 3. Review & Authorization

    Completed returns are provided for review and e-file signatures obtained.

    📬4. Filing & Support

    STS electronically files the return, provides confirmation, and assists with any IRS or state notices.