© 2019 FAMILY LIFE FINANCIAL PLANNING

michael@saveforyourfamily.com   |   440-490-7526

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NEED A SOME ASSISTANCE FILING YOUR TAXES?

Work with someone that understands your finances, someone that just files taxes.

Did you know:

  • How you file your taxes can affect your student loan payment

  • Your mortgage interest probably isn't lowering your tax bill

  • Properly using your employer benefits can be one of the best ways to save on taxes

We can help you understand all this, plus more.

Convenient: We offer virtual and in-person planning meetings and are available at times that work for you.

Simple: Normal English.  No searching for websites and forums for answers. Let me do the hard work for you

Professional: Being in financial services since 2003, I understand how changes to your finances affect your tax.  Most tax prepares can say that.  I also understand how changes to your tax affect your finances.

Proactive: With your tax return you will be given recommendations to improve your finances and lower your taxes in the coming year.  

Tax Services We Offer

Basic Taxes

  • Maximize your deductions

  • Learn how to lower your taxes for next year

  • Included federal, state and local returns

Starting

At $130

Tax/Student Loan Package

  • Get both tax preparation and our student loan consultation in one.

  • Maximize your deductions

  • Learn how to lower your taxes for next year

  • Included federal, state and local returns

Starting

At $375

($55 savings)

Tax and Paying For College

  • Create a plan to pay for college down to the last dollar

  • Maximize your deductions

  • Learn how to lower your taxes for next year

  • Included federal, state and local returns

Starting

At $575

($55 savings)

Audit defense is available for an additional charge. 

Disclosures

Additional fees may apply based on the need for additional schedules.  Examples include investment dividends and investment properties.  

We do not file taxes for full-time business owners but recommend you use a Certified Public Accountant.  If you would like a referral to a CPA, please contact Michael.