Facet Brings Tax Prep Services to Subscription Members

You can find original article here WealthManagement. Subscribe to our free daily WealthManagement newsletters. Subscription-based planning firm Facet has added tax preparation and filing to its flat-fee membership plans. Facet has white-labeled technology from april, an embedded year-round tax platform, to bring this capability. This is the latest product added to Facet’s flat-fee membership, which now includes more than 24,000 members with $5 billion in assets. Membership also includes financial plannin ...