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Coming July 1st -

Tax Planning and Filing Membership

(language is on an animation of a badge) 10x Tax Savings On Your Onboarding Fees or 100% Onboarding Fee Refund Guaranteed - MFC Guarantee
Coming Soon -

Tax Planning and Filing Membership

My Financial Coach is proud to announce CFP® guided tax planning and filing services for tax year 2024. Do you ever wonder if your tax preparer is exploring every tax-saving option?  This new subscription service enhances our extensive financial planning program by uncovering unique tax strategies suited to high-income and self-employed taxpayers.

As this service has high demand, we are creating our waiting list for this offering.

Tax Preparation Services - CFP® Guided Tax Planning and Filing Services. $1,000 One-Time Onboarding Fee - $100/Month

(this cost is separate from our coaching fees)

My Financial Coach is proud to announce CFP® guided tax planning and filing services for tax year 2024. This new subscription service pairs with our existing financial planning to insure that we work to find and file for tax mitigation strategies other tax professionals may not be familiar with or have had experience in filing.

As this service has high demand, we are creating our waiting list for this offering.

(language is on an animation of a badge) 10x Tax Savings On Your Onboarding Fees or 100% Onboarding Fee Refund Guaranteed - MFC Guarantee
Tax Preparation Services - CFP® Guided Tax Planning and Filing Services. $1,000 One-Time Onboarding Fee - $100/Month

(this cost is separate from our coaching fees)

What Services Will I Get?

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Seamless Annual Electronic Tax Filing

Our coaches will perform annual electronic tax filing on your behalf

Comprehensive Tax Reports and Analysis

Detailed tax report showing taxes, tax rates and marginal brackets, tax credit and deduction eligibility, federal and state observations and suggestions

Cutting-Edge Tax Reduction Strategies

Our knowledgeable professionals can provide you with unique and innovative tax reduction strategies

Integrated Coordination with Financial Experts

Active in-house coordination with your Financial Coach and SME for strategy execution

Year-Round Unlimited Tax Support

Get on-going and unlimited tax support year-round, including Q3 tax checkup

Guaranteed Tax Reduction

We are offering a tax reduction guarantee – 10x tax savings on your onboarding fees or 100% onboarding fee refund guaranteed

Interested to learn more?