Empower Your CPA Practice with Guardian Solo 401(k)

Empower Your CPA Practice with Guardian Solo 401(k)

Revolutionize Your Offerings for Self-Employed and Owner-Only Businesses

Revolutionize Your Offerings for Self-Employed and Owner-Only Businesses

Unlock unprecedented growth opportunities and provide unparalleled value to your high net worth clients with the Guardian Solo 401(k) platform. Elevate your practice, increase your revenue, and become the go-to expert for self-directed retirement solutions.

Unlock unprecedented growth opportunities and provide unparalleled value to your high net worth clients with the Guardian Solo 401(k) platform. Elevate your practice, increase your revenue, and become the go-to expert for self-directed retirement solutions.

Unparalleled Efficiency

Grow Your Practice with a Lucrative Partnership

Benefit from a generous revenue share model:

Base fee for each Guardian Solo 401(k) plan sold

One-time setup fee at initial establishment

Ongoing annual revenue split

Set your own retail pricing for maximum flexibility

Create custom discount codes for promotional offers

One CPA on the platform increased their consulting and tax advice revenue by over $50,000 in their first year offering Guardian Solo 401(k) plans!

Unparalleled Efficiency

Grow Your Practice with a Lucrative Partnership

Benefit from a generous revenue share model:

Base fee for each Guardian Solo 401(k) plan sold

One-time setup fee at initial establishment

Ongoing annual revenue split

Set your own retail pricing for maximum flexibility

Create custom discount codes for promotional offers

One CPA on the platform increased their consulting and tax advice revenue by over $50,000 in their first year offering Guardian Solo 401(k) plans!

Tax Planning Powerhouse

Maximize Tax Benefits for Your Clients

Leverage the Guardian Solo 401(k) to provide superior tax planning strategies:

Offer up to 10x the tax reduction compared to traditional IRAs

Maximum contribution of $76,500 for an individual employer (2023 tax year)

Potential to double contributions by including a spouse in the plan

Provide tailored tax advice for self-employed individuals and owner-only businesses

Help your clients save more for retirement while significantly reducing their current tax burden. It's a win-win that sets you apart from the competition.

Tax Planning Powerhouse

Maximize Tax Benefits for Your Clients

Leverage the Guardian Solo 401(k) to provide superior tax planning strategies:

Offer up to 10x the tax reduction compared to traditional IRAs

Maximum contribution of $76,500 for an individual employer (2023 tax year)

Potential to double contributions by including a spouse in the plan

Provide tailored tax advice for self-employed individuals and owner-only businesses

Help your clients save more for retirement while significantly reducing their current tax burden. It's a win-win that sets you apart from the competition.

Expertise Enhancement

Stay Ahead with Specialized Training

Elevate your expertise and earn CE credits

Access IRS-related training focused on Solo 401(k) plans

Earn CE credits to maintain your professional standing

Receive ongoing support for platform technical issues

Get expert assistance with IRS rules and regulations compliance

Become the go-to expert for self-directed retirement plans in your market. Our training ensures you're always at the forefront of Solo 401(k) knowledge.

Expertise Enhancement

Stay Ahead with Specialized Training

Elevate your expertise and earn CE credits

Access IRS-related training focused on Solo 401(k) plans

Earn CE credits to maintain your professional standing

Receive ongoing support for platform technical issues

Get expert assistance with IRS rules and regulations compliance

Become the go-to expert for self-directed retirement plans in your market. Our training ensures you're always at the forefront of Solo 401(k) knowledge.

Simplified IRS Reporting

Streamline Tax Season with Automated Forms

Save time and reduce errors with built-in IRS form generation:

Automatic preparation of 1099-R forms for distributions

5500-EZ forms included for when plan values reach $250,000

Proper 1099-R coding for various distribution types (RMDs, hardship, etc.)

Easy access and download of forms at no additional charge

Spend less time on paperwork and more time providing valuable advice to your clients. Guardian Solo 401(k) simplifies your tax season workflow.

Simplified IRS Reporting

Streamline Tax Season with Automated Forms

Save time and reduce errors with built-in IRS form generation:

Automatic preparation of 1099-R forms for distributions

5500-EZ forms included for when plan values reach $250,000

Proper 1099-R coding for various distribution types (RMDs, hardship, etc.)

Easy access and download of forms at no additional charge

Spend less time on paperwork and more time providing valuable advice to your clients. Guardian Solo 401(k) simplifies your tax season workflow.

Collaborative Client Management

Work Seamlessly with Your Clients

Utilize powerful tools to manage and oversee client accounts:

Extensive set of controls for plan management

Interested Party (IPD) access for account review and management

Real-time visibility into asset and income activity

Collaborate effectively with clients on thei self-directed investments

Increase your billable hours while providing more value to your clients. Our collaborative tools make you an indispensable part of your clients' financial success.

Collaborative Client Management

Work Seamlessly with Your Clients

Utilize powerful tools to manage and oversee client accounts:

Extensive set of controls for plan management

Interested Party (IPD) access for account review and management

Real-time visibility into asset and income activity

Collaborate effectively with clients on thei self-directed investments

Increase your billable hours while providing more value to your clients. Our collaborative tools make you an indispensable part of your clients' financial success.

Stay Compliant with Ease

Always Up-to-Date with Changing Regulations

Rest easy knowing the Guardian Solo 401(k) platform keeps you compliant:

Regular updates reflecting changes in tax law

Automatic updates to plan documents as required by the IRS

Ongoing platform enhancements to meet evolving needs

Reduce your liability with always-compliant plan structures

Stay Compliant with Ease

Always Up-to-Date with Changing Regulations

Rest easy knowing the Guardian Solo 401(k) platform keeps you compliant:

Regular updates reflecting changes in tax law

Automatic updates to plan documents as required by the IRS

Ongoing platform enhancements to meet evolving needs

Reduce your liability with always-compliant plan structures

Attract High Net Worth Clients

Differentiate Your Practice in a Competitive Market

Offer unique solutions that appeal to sophisticated investors:

Provide true portfolio diversification beyond stocks, bonds, and mutual funds

Enable clients to invest in alternative assets through their retirement accounts

Attract clients seeking more control over their retirement investments

Position yourself as an innovative, forward-thinking CPA

Since partnering with Guardian Solo 401(k), we've seen a significant increase in high net worth clients seeking our expertise. It's transformed our practice.

Attract High Net Worth Clients

Differentiate Your Practice in a Competitive Market

Offer unique solutions that appeal to sophisticated investors:

Provide true portfolio diversification beyond stocks, bonds, and mutual funds

Enable clients to invest in alternative assets through their retirement accounts

Attract clients seeking more control over their retirement investments

Position yourself as an innovative, forward-thinking CPA

Since partnering with Guardian Solo 401(k), we've seen a significant increase in high net worth clients seeking our expertise. It's transformed our practice.

Why Choose Guardian Solo 401(k)

The Clear Advantage for
Forward-Thinking CPAs

Increased Revenue:

Benefit from a compounding revenue model and increased consulting opportunities

Increased Revenue:

Benefit from a compounding revenue model and increased consulting opportunities

Increased Revenue:

Benefit from a compounding revenue model and increased consulting opportunities

Enhanced Expertise:

Access specialized training and CE credits in Solo 401(k) plans

Enhanced Expertise:

Access specialized training and CE credits in Solo 401(k) plans

Enhanced Expertise:

Access specialized training and CE credits in Solo 401(k) plans

Time-Saving Tools:

Simplify IRS reporting with automated form generation

Time-Saving Tools:

Simplify IRS reporting with automated form generation

Time-Saving Tools:

Simplify IRS reporting with automated form generation

Client Collaboration:

Work seamlessly with clients using our integrated platform

Client Collaboration:

Work seamlessly with clients using our integrated platform

Client Collaboration:

Work seamlessly with clients using our integrated platform

Always Compliant:

Stay up-to-date with changing regulations automatically

Always Compliant:

Stay up-to-date with changing regulations automatically

Always Compliant:

Stay up-to-date with changing regulations automatically

Attract HNW Clients:

Offer unique solutions for sophisticated investors

Attract HNW Clients:

Offer unique solutions for sophisticated investors

Attract HNW Clients:

Offer unique solutions for sophisticated investors

Comprehensive Support:

Receive ongoing training and dedicated assistance

Comprehensive Support:

Receive ongoing training and dedicated assistance

Comprehensive Support:

Receive ongoing training and dedicated assistance

Competitive Edge:

Set yourself apart with cutting-edge retirement solutions

Competitive Edge:

Set yourself apart with cutting-edge retirement solutions

Competitive Edge:

Set yourself apart with cutting-edge retirement solutions

Ready to transform your CPA practice?

Discover how Guardian Solo 401(k) can elevate your service offerings, increase your revenue, and position you as a leader in self-directed retirement solutions.