New tax filing services give clients and advisors a seamless way to manage investments, taxes, and more in a single place.
Compound Planning, the digital family office reimagining wealth management, makes tax season easier with fully integrated tax filing and planning services. Powered by april, the new tax filing options let clients manage their taxes directly from the Compound dashboard—whether they choose self-service or a guided digital experience through april, or full-service tax filing with a vetted CPA partner.
Tax filing has historically been a fragmented process disconnected from broader financial planning, forcing clients to pursue standalone tax services. Compound is changing that by embedding tax solutions directly into its wealth management platform, ensuring clients can manage every aspect of their financial lives from one location.
“We’re obsessed with making wealth management seamless—giving clients and advisors everything they need in one place,” said Christian Haigh, Co-Founder and CEO of Compound Planning. “Launching this new tax integration with april is another step toward that vision, making financial planning more intuitive while giving our advisors better insights to serve clients at a higher level.”
Tax Filing Options for Every Client
Whether a client has a single W2 or needs help managing rental income, equity compensation, private foundations, or multiple legal entities, Compound now offers options for every level of tax complexity. Clients can choose from three service levels based on their specific needs—ranging from self-service filing to full-service support.
“Having worked as a CPA for nearly 20 years and coming from a very traditional accounting and banking background, I’ve seen firsthand how fragmented tax planning and preparation can be,” said Kristin Carter, Head of Tax Advisory at Compound Planning. “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.”
Clients who opt for professional tax assistance can choose a guided experience that combines the convenience of a modern digital platform with the confidence of a tax professional filing on their behalf. Those needing more personalized support are matched with a vetted CPA partner based on their specific needs, with oversight from Compound’s in-house tax and advisory teams.
“Tax season shouldn’t be a disconnected, stressful process,” said Nelson Arnous, Head of Product at Compound Planning. “By embedding tax services directly into our platform, clients can handle filings in a familiar, trusted environment—without ever leaving Compound.”
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