The winner really is the tax accountant's client, who will receive incredible pricing and service through Wells Fargo, while receiving the expert guidance of their tax accountant.
Agoura Hills, CA (PRWEB) August 7, 2006 -–
ClientWhys Partners has added home and reverse mortgages from Wells Fargo to its lending network. The Partner program allows California licensed tax accountants to assist their clients through the mortgage process. The ClientWhys network of tax accountants has already generated over 500 million dollars in loan submissions since its inception in 2001.
ClientWhys Partners is designed to allow tax accountants to be involved in important financial decisions for their clients and be compensated for these services. Federal and state regulations detail the appropriate role for the tax advisor, and ClientWhys Partners handles the licensing requirements. The consumer is provided with a high-end review of their mortgage and financial options. Whether looking to refinance, using the equity in their homes for college tuition, or providing income through their retirement years, mortgages are an important planning tool for tax accountants.
“The addition of Wells Fargo provides us with a larger breadth of products and services that will help us grow our program. The Wells Fargo brand is second to none,” added Lee Reams II, President of ClientWhys Partners. “The winner really is the tax accountant's client, who will receive incredible pricing and service through Wells Fargo, while receiving the expert guidance of their tax accountant.”
Find more information about the ClientWhys Partner Program under the mortgage services link at http://www.clientwhys.com or call 1.800.442.2477 x229 for more details. The mortgage program is not available in all states. Rambla Partners, dba ClientWhys Partners, is a California licensed Real Estate Broker, license #01465107.
About ClientWhys, Inc.
Client…It’s about tax advisors and their client relationships. It’s often said that clients can’t pick a good tax return from a bad one. In other words, a tax advisor’s business is all about relationships, and the more they communicate and provide solid advice, the stronger the ties with their clients and prospects.
Whys…An informed client is a lifelong client. Implementing the best planning strategies, quickly answering your client “whys” when asked about complex tax situations - all are keys to demonstrating commitment, talent and results.
Providing tax advisors the expertise and knowledge are elements of what we do. A tax advisor’s success is not just based on professional designations. It is based on how they manage their practice, the services they offer, and the way they communicate and address issues facing their clients year-round.
SOURCE ClientWhys, Inc.
Contact: Lee Reams II, President
1-818-338-8700 x 222
lee2.reams @ clientwhys.com