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Compound Planning Integrates Tax Filing for Seamless Wealth Management

Author

Slice of Finance Team
24 Feb

Key Highlights:

  • Tax filing now fully integrated within the Compound dashboard.

  • Three service levels: self-service, guided digital filing (via april), and full-service CPA support.

  • Seamless financial planning with embedded tax solutions.

  • Designed for all tax complexities, from W2 filers to multi-entity structures.

  • Competitive pricing and CPA-vetted solutions.

Notable Quotes:

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"We’re obsessed with making wealth management seamless—giving clients and advisors everything they need in one place."

Christian Haigh, Co-Founder & CEO at Compound Planning
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"By integrating tax filing directly into Compound’s dashboard and offering a range of tax compliance solutions, we now have options for every client at competitive prices."

Kristin Carter, Head of Tax Advisory at Compound Planning
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"Tax season shouldn’t be a disconnected, stressful process."

Nelson Arnous, Head of Product at Compound Planning

Why This Matters:

Tax filing has traditionally been a disjointed process separate from broader financial planning. Compound Planning’s latest integration brings tax services directly into its wealth management platform, allowing clients to handle their financial needs in one place. This move not only simplifies tax season but also enhances the financial planning experience, ensuring greater visibility, control, and efficiency for clients and advisors alike.