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Tax Planning and Filing Membership Coming to My Financial Coach!

My Financial Coach > News > Tax Planning and Filing Membership Coming to My Financial Coach!

June 24, 2024, Phoenix, AZMy Financial Coach (MFC) is thrilled to unveil its latest offering: a CFP® guided tax planning and filing services for a full tax year starting in the year 2024, available for launch July 1st. 

Key Features of the Service:

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

More information is available here. Our target goal is to have a tax reduction of 10 times the tax savings based on your onboarding fees or you receive a 100% refund on those onboarding fees.

Interested? 

Secure your place by getting on the waiting list.

 

 

About My Financial Coach

MFC provides financial-wellness programs to individuals with complex needs. The service is ideal for individuals who are a business or practice owner, have investments, multiple properties, have access to workplace benefits, etc. The CERTIFIED FINANCIAL PLANNER™ (CFP®) professionals develop personalized financial plans to meet the physician’s lifetime goals to ensure they and their families achieve maximum long-term results. The process can include consulting with qualified Subject Matter Experts to provide the best financial outcome for each client. Like and follow our pages on social media to keep updated on the news or sign up for our monthly newsletter!

Have questions?

Contact Us

 

 

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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.

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