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.