Empower Your CPA Practice With Guardian Solo 401(k)
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.
Schedule a Demo of Guardian
Become the Solo(k) Resource For Your Clients
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 (WAIVED)
- •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.
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.
COLLABORATIVE CLIENT MANAGEMENT
Work Seamlessly with Your Clients
Leverage the Guardian Solo 401(k) to provide superior tax planning strategies:
- •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 their 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
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.
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."
What CPAs Are Saying
Everyone at Heritage IRA is very friendly and approachable. I have the pleasure of working with Adria the most and she is so pleasant and truly goes the extra mile to help her clients. Thank you for making these transactions smooth and on time!
Tam N
Entrepreneur
I give Heritage IRA 5 Stars! Having been a client with 2 other SDIRA firms, I really appreciate their responsiveness and quality of customer service. In a business where response time is often a "time is of the essence" issue, Heritage IRA shines bright.
Paul B.
Doctor
Heritage IRA changed everything. From the first phone call, I felt like I was talking to real people who understood what I was trying to do. They offer confidence, clarity, and control.
Becky G.
Investor
Heritage IRA's solutions have revolutionized how we manage self-directed accounts. It's like they read our minds!
Emily R.
TPA
I used to dread dealing with alternative assets. Now, it's the easiest part of my day thanks to Guardian
Michael S.
Trustee
Ready to step into the future of self-directed retirement solutions?
Don't let outdated software hold you back. Join the Guardian Solo 401(k) revolution and become the leader in self-directed retirement solutions your clients deserve