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We partner with RIAs as an extension of your team (as desired), so your clients get meticulous preparation, advisor‑ready insights, and actionable plans that fit neatly into your service calendar.

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How we partner:

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Service models:

• Referral only: You refer your client to us and we work directly with them, with minimal action required on your part.

• Integrated: We work as a team, and you are always kept in the loop and review the first draft of your client's tax return.

 

Collaboration workflow:

• Intake aligned to your data structure (accounts, basis, charitable strategy, Roth conversions, QCDs, RMDs)

• Secure document exchange, clear timelines, and status visibility for advisors

 

High‑value coordination areas:

• Roth conversions and Form 8606 tracking

• Tax‑efficient withdrawals and distribution planning

• Charitable strategies (DAFs, appreciated stock, QCDs)

• Equity compensation timing

• Multi‑state planning and residency moves

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Why this model resonates with RIAs:

 

XY Planning Network previously offered XY Tax Solutions (XYTS), a centralized tax service for member firms, where Sam served as a Director of Tax until it wound down operations. Having seen firsthand what works and what doesn't at scale, Nguyen Tax Service applies those lessons to fill that gap. The result is a more sustainable, collaborative, advisor‑centric model for independent RIAs and financial planners who want a purpose‑built tax partner that won't compete for their clients' AUM or planning relationships.

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