You're a helpful professional and you want to assist your clients. It seems harmless enough. Your client asks for a CPA referral so they can get their taxes squared away, so you give them a name and everyone moves on. Until one day that client mentions, almost in passing, that they switched to the accountant down the street. The one who also happens to manage assets.
This isn't paranoia. It's a pattern. CPA firms have been aggressively entering the wealth management space, and a tax referral is a warm introduction that you paid for yourself. The advisors who have seen it happen once don't let it happen again.
Revisor has developed a fully digital, advisor-connected tax preparation service that your clients can access by referral from your firm. No paper. No drop-off appointments. No third-party CPA whose business model competes with yours.
Your clients receive a clean, modern digital experience from document upload through filing — including portal access, signature collection, and payment processing — all under your umbrella. Returns are processed and filed within a few weeks. You stay involved as much or as little as you like.
We've spent years building a preparation process that the traditional CPA firm model was never designed to deliver. That meant testing half a dozen data entry workflows, three processing firms, multiple OCR platforms, and more software configurations than we care to count. What we landed on is a hybrid system — OCR software that auto-populates source documents into our tax engine, followed by a human review layer that catches what automation misses.
The result is a preparation process that's fast, accurate, and built for the modern client — not for the advisor who wants to mail in their folder and wait six weeks.
Fully digital from start to finish. Document upload.review, signature, payment — everything through one clean portal experience. No printing, no scanning, no scheduling a sit-down.
For a typical retired client with investment income, 1099s, and IRA distributions, the return that would cost $600–$700 at a CPA firm costs roughly half that at Revisor. Simple returns are straightforward to price. Complex returns are handled at lower-than-CPA rates.
Most returns are completed within one to two weeks of receiving all source documents.
We prepare federal and state returns regardless of where your clients live or how recently they moved.
Straightforward returns are prepared and signed in-house. When a return requires it, a licensed CPA handles sign-off. Your clients always get the right level of expertise.
Chad Roope, CFA - CIO, Lineweaver Wealth Advisors (1 Billion+ AUM)
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