Todd Steinberg brings more than 20 years of experience emphasizing all aspects of sales & marketing in the accounting & tax industry to the 21st Century Tax Pros team. Specializing in working with accountants, Todd is well-versed in a variety of areas including: sales coaching, mergers & acquisitions, practice management, and integrating financial planning into a tax practice.
Todd is sought after speaker at regional and national conferences as a thought leader in the accounting industry. Todd is passionate about sharing his experience with accountants and financial advisors in an effort to help them develop strong strategic partnerships.
About Us: We are founded by one the country’s leading “Barrons Top 100” Independent Financial Advisors who specializes in creating Financial Planning Services for small, medium, and large Tax & Accounting Firms. 21st Century Tax Pros offers an upfront paid training program for Tax & Accounting Professionals that are interested in partnering with a local fee-based comprehensive Financial Advisor to ensure that their clients are on track to accomplish their financial goals. Our exclusive “CPA-Advisor Match” program allows our Tax & Accounting Professionals to choose the most suitable Financial Professional via our guided interview process. Local Financial Advisors are selected from our national network of trained, experienced, and comprehensive financial professionals. The Tax/Accounting industry is constantly changing. Clients are demanding more service and value for less. It is no secret that clients view you, their tax & accounting professional as being their most trusted, knowledgeable advisor. As your clients most trusted advisor it no longer makes sense to continue to allow your clients to be potentially harmed by no advice, bad advice, high fees, or unresponsive Financial “Professionals” who may not have their best interest at heart.