Introducing Your New Tax Partner!

Hey there, Educator!

Have you ever felt like you need a hero when tax season rolls around? Well, look no more because we've got your back with our experienced tax preparation and monitoring services, that can be tailored just for YOU!

Customized Plans

Plan 1: FREE Informal Assessment

Got a minute? That’s all it takes to START transforming your tax situation. We will review your previous year's tax return to locate any possible missed tax credits, like the Saver Tax Credit most teachers automatically qualify for. Our assessment is like a post-test that lets you change your answers. If we see something that was overlooked, we can help adjust it, resulting in money that may be owed to you.

Plan 2: Year-Round Tax Collaborator

Think of us as your Tax Collaborator. This monthly model allows us to support your tax needs for 12 months of the year, not just on Tax Day.

With our Priority Email Support, we are here to answer your tax questions.

If there is a change in your financial situation, or marital situation, or maybe a new family member comes along, we are here to guide you through those questions.

With this plan, we not only include your tax return and priority email support, but we also include tax reduction planning to assess your current baseline and determine what is new for the next year. By doing this, we can start planning the next steps to gather all the deductions and credits you are entitled.

To make things easier, we include a secure online storage space for all of your financial documents. You can store a digital copy of your Will, your past tax returns, your Trust documents, and more. In addition, you will have an email address to send your W2 and other annual tax documents directly into your secure storage. No more trying to find things at the end of the year or having to remember where you put those important papers.

Plan 3: Ultimate Tax and Financial Wellness

For many of our clients, this is the plan for them.

This individualized plan is a monthly Comprehensive Tax Services plan.

You not only get everything in the Collaborator plan, but you also get monthly monitoring of your situation, quarterly tax planning meetings, same-day Priority Email service, and you are the first to know about new tax changes that may affect you.

Taxes are ongoing; they never sleep, they never stop, and neither do we. Under this plan, we maintain all of your tax records in privately protected storage, provide advisory calls, provide quarterly tax reduction planning, review potential tax effects on new strategies and investments, and complete your annual tax filings. This plan allows us to answer your questions as they arise throughout the year.  

Secure your peace of mind today. Because you've got enough to teach, plan, and grade – let us take taxes off your plate!

Ready to get started? Click here to choose your tax package.