“Now that your Rothology™ plan is in motion, make sure your taxes keep up.”
We’ve partnered with Fully Accountable, the same firm that manages Q3’s accounting and CFO services, to help our clients handle tax preparation with confidence and accuracy.
Watch this short message to see how Fully Accountable supports your Q3 Advisors strategy.
Why we trust Fully Accountable with our clients
Many of our clients ask who they can turn to for help managing the tax details that come with a strategic Roth conversion. We’ve worked with Fully Accountable for years. They know our methods, understand Roth conversions, and share our commitment to accuracy and transparency.
Accurate Roth
conversion reporting
Estimated payment and
withholding planning
Charitable giving and
deduction coordination
Seamless communication
with your Q3 advisor
Familiarity with Rothology™
multi-year strategies
There’s no fee-sharing, no commissions, and no financial incentive — just a shared mission to make your transition to tax-free retirement smooth and worry-free.
Schedule your complimentary introduction call
Meet with a CPA at Fully Accountable who understands your Rothology™ plan. You’ll have a short call to review your goals, discuss estimated payments, and see if they’re the right fit to prepare your taxes this year.
Click below to schedule your complimentary consultation — no obligation, no pressure.
Working with Q3 and Fully Accountable has given us complete confidence in our tax strategy. Everything is coordinated, accurate, and aligned with our long-term goals.