The Bahnsen Group has entered into an affiliation agreement with a respected tax and accountancy firm to provide our clients deep depth and wide breadth of tax advisory services. From basic tax preparation to sophisticated minimization solutions, through all levels of tax compliance needs are on the menu. This affiliation comes after years of due diligence and collaboration – and the realization that our shared cultural values could be leveraged into optimal outcomes for our clients. This affiliation is a pure value-add for clients, with no revenue generation for The Bahnsen Group. The capturing of synergies between investor needs in wealth management and tax planning are fully captured in this affiliation.