That is the point of acting as a licensed agent to begin with.The job of these promotional companies is to be transparent and make sure investors know they are not impartial.  

Mandatory Licensee-Consumer Relationship Disclosure.Send it to the buyer for e-signature.Get it back and file it away for regulatory purposes (we get audited for them).Get the buyer's pre-approval letter or POF. 

They first will do a thorough audit of your last 2 years of taxes for ALL entities and then walk you through where things are good and where you may be at risk and then create a tax strategy moving forward.