Integrated Wealth Strategies + MFC

MITIGATE YOUR FINANCIAL LIFE
KNOW WHAT YOU’LL OWE

Tax Planning and Filing plus guidance from a personal CFP®

MITIGATE YOUR FINANCIAL LIFE
KNOW WHAT YOU’LL OWE

Tax Planning and Filing plus guidance from a personal CFP®

In Partnership With

My Financial Coach is proud to announce Tax Attorney and Enrolled Agent guided planning and filing services. Do you ever wonder if your tax preparer is exploring every tax-saving option?

Tax Planning and Filing + Financial Planning Bundle Membership

starting at~~$2,500 One-Time Onboarding Fee~~

starting at~~$200/Month~~

Tax Attorney Guided Planning and Filing Services

Cancel Anytime

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COSTS COVERED BY
INTEGRATED WEALTH STRATEGIES

What Services Will I Get?

Seamless Annual Electronic Tax Filing
Comprehensive Tax Reports and Analysis
Cutting-Edge Tax Reduction Strategies
Tax Audit Protection
Integrated Coordination with Financial Experts
Year-Round Unlimited Tax Support

This subscription service helps review your W-2 and 1099 income and will uncover unique tax strategies suited to high-income and self-employed taxpayers. There are also business tax services available including bookkeeping services.

BUNDLE YOUR TAX SERVICE
WORK WITH A CERTIFIED FINANCIAL PLANNER™

Having a financial planner to review spending and savings levels helps encourage you and gives you guard rails to stay on track:

Visual Representations Of Your Spending
Retirement Projections
Goal Completions (saving for a wedding or vacation)
Financial and Investment Accounts In One Place
Digital Vault – digital copies of deeds, birth certificates etc. are safe from any disaster

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.