SACRAMENTO, Calif., Nov. 1, 2018 – Hanson McClain Advisors, a leading financial planning investment advisory firm, is adding tax and CPA services to its retirement planning offerings, partnering with long-time Certified Public Accountant, Michael Mouriski. The merger with Michael’s team will provide clients with a seamless experience, saving them time and effort from working with two separate entities. As of November 1, Michael and his team will begin assisting clients as Hanson McClain Tax Solutions.
Hanson McClain Tax Solutions will provide personal and business income tax return filing, tax planning services integrated with wealth management, business bookkeeping and tax audit representation. Nearly 900 tax and accounting clients will be joining the Hanson McClain family. Both financial advisors and tax associates will work hand in hand, so clients have a seamless experience.
“We are very excited to partner with the Hanson McClain team,” says, Michael Mouriski, Vice President of Hanson McClain Tax Solutions. “We have built a close relationship with Hanson McClain Advisors over the years and we actually share clients across both firms today. This partnership is a great opportunity to grow together and provide a best-in-class client experience in both tax servicing and financial planning.”
Mouriski and his team come to Hanson McClain with over 15 years of experience in accounting, tax planning, and preparation. Hanson McClain expects to expand the existing tax practice over time and is actively recruiting additional tax associates to help meet the expected demand for services.
“We both value a client-first approach, with a focus on education, and pairing our financial planning expertise with Michael’s years of tax planning experience will only enhance our services,” added Scott Hanson, co-CEO at Hanson McClain. “We know there are many facets to people’s financial lives, and we believe it’s important that each area is treated with the other in mind.”
In 2017, Hanson McClain partnered with Parthenon Capital Partners, a growth-oriented private equity firm, to support investment in additional services, technology, and other client-centric initiatives. Hanson McClain Tax Solutions represents the dedication to investing in additional services to better serve new and existing clients.
“We are always looking for ways to provide more value to our clients, and this includes expanding our offerings to other facets of financial planning,” added, Pat McClain founder, co-CEO of Hanson McClain. “By offering CPA and financial planning services, we can better understand a client’s full financial picture and provide comprehensive guidance.”
About Hanson McClain Advisors
Hanson McClain Advisors (www.HansonMcClain.com) is an independent investment financial advisory firm that specializes in retirement planning, investment advising, and 401(k) management with a direct approach to financial planning. Hanson McClain delivers long- and short-term investment planning solutions and advice to help clients achieve their goals and plan strategically for retirement.
Hanson McClain Tax Solutions
Hanson McClain Tax Solutions (www.HMTaxSolutions.com) provides comprehensive tax planning and preparation services as part of Hanson McClain Group, LP. Hanson McClain Tax Solutions provides tax filing and planning services, business bookkeeping and audit representation.