For CPAs

How High Tide Advisory can help your clients

Business owners, real estate investors, executives, and retirees often bring investment, cash flow, retirement income, Roth conversion, real estate exit, and beneficiary questions to their CPA first.

High Tide Advisory can help organize the financial planning context around those decisions so the CPA can stay focused on tax judgment, compliance, and filing responsibility.

Client scenarios where coordination may help

• A pre-retiree wants to review Roth conversion windows before RMDs.
• A business owner needs to coordinate retirement plan contributions, owner liquidity, and family planning.
• A real estate investor is deciding whether to keep, sell, simplify, or transfer rental properties.
• A surviving spouse needs help organizing accounts, income, taxes, beneficiaries, and estate documents.
• A client has excess cash, concentrated assets, or scattered accounts and needs a documented planning framework.

Clear professional lanes

• High Tide Advisory provides investment advisory and financial planning services on a non-discretionary basis.
• High Tide Advisory does not ask CPAs to make investment recommendations or explain advisory suitability.
• Tax preparation or tax-related work, when applicable, may be provided through High Tide Tax Solutions LLC under a separate engagement or coordinated with the client's existing CPA.
• Clients are not required to use any affiliated tax or insurance service.

Approved next step

For a neutral, unpaid introduction, use the approved Meet Your Adviser link and allow the client to decide whether discovery is appropriate. High Tide Advisory will explain advisory services, fees, conflicts, disclosures, and engagement requirements directly to the client.