Would you suggest starting a separate company to add this line of work, (for liability purposes), or do it from within an existing CPA firm? Does it matter ? Does a “wall of separation” need to be set up like when adding Financial Advisory services?

I do not believe it is necessary to have a separate entity to handle this type of work. I personally flow tax resolution referrals originating from networking to my CPA practice,SST CPAS and leads/referrals I receive from internet marketing flow to The Tax Resolution Institute. Keep in mind that I am doing this for business purposes and not for liability reasons.

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