Get Started

Disclosure: By signing up for the “Tax Check Up” service, you understand and agree that MSFP may review the tax returns you have provided to give you financial and tax recommendations. If the client is two individuals, the advice is being provided for both individuals named on the tax return(s). Any advice is based solely on the documents and information you have provided to MSFP, and is limited to the information disclosed. Due to the limited scope and the ever-changing tax and economic environment, MSFP does not guarantee any specific results discussed or imagined by the parties will be realized by following advice provided during the “Tax Check Up.” You have no obligation to sign up for any MSFP service, and have no obligation to follow MSFP recommendations or suggestions. This service is not legal advice, and does not include implementation or tax return preparation