Ochs Discusses How CPAs Can Add Financial Services

PR Contact: Susan Patrick
H.D. Vest Communications Consultant
(972) 870-6149
pr@hdvest.com
www.hdvest.com

IRVING, TEXAS (October 10, 2010) – H.D. Vest Financial Services^® president Roger Ochs shared how H.D. Vest helps CPAs add financial services to tax practices through practice management. Ochs was quoted in the October 11 Investment News article “CPAs continue to add planning to their practices."

“CPAs have a process for tax preparation, and it's a very similar process on the investment side. You sit down with clients after April 15 and address the issues from the tax return.” Ochs said.

To read the entire article, go to the Investment News website and search for “CPAs continue to add planning to their practices.”

About H.D. Vest, Inc.

Based in Irving, Texas, since its inception in 1983, H.D. Vest Financial Services supports an independent network of tax and non-tax professionals who distribute comprehensive financial planning solutions, including securities, insurance, money management services and Wells Fargo banking products. Approximately 5,200 independent contractors manage over $26 billion in assets for some 1.8 million individuals, families and small businesses in all 50 states. H.D. Vest became a non-bank subsidiary of Wells Fargo & Company in July 2001.