August 4, 2025, Phoenix, AZ — My Financial Coach (MFC) is pleased to welcome John T. Polk, Esq to the team as our Director of Tax Planning. With his Master of Laws in Taxation, as well as 15 years worth of experience in taxation, estate, and business law, he will be heading up our tax planning services. Read more about John on our About Us page.
The “Tax Planning and Filing Membership” is a service aimed at providing seamless annual filing, detailed tax reports, and year-round support. We prioritize proactive planning and maximizing client returns, not just during tax season but throughout the year.
To learn more about the Tax Planning and Filing Membership, we encourage you to set up a no-obligation meeting with our professionals so they can answer any remaining questions that you have and determine if our services are right for your specific situation, and help you with the next steps if our services are a fit.
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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.