Tax Planning Service

Get help to pay less taxes

Tax planning is one of the five important pillars of comprehensive financial planning. We are now offering this type of assistance to our clients for whom we create Money Roadmaps for. We’ve partnered with a third-party Tax Planning/CPA firm that is working in conjunction with MainStreet Financial Planners to provide tax planning and preparation services.

Meeting

Benefits

Effective tax preparation and planning can help you to minimize your future tax liability. At MainStreet Financial Planning, we can help you proactively manage both your personal and your business taxes. We understand how the latest federal, state, and local tax legislation and other developments affect you and your business and we are constantly identifying new ways to reduce federal, state or local tax liabilities.

Shaking hands

Features

At MainStreet Financial Planning, we take an integrated approach, where your financial planner and tax advisor will be reviewing your financial situation even more comprehensively to create your customized Money Roadmap. Our mission is to provide tax services that focus on your future and to help you develop ongoing strategies to minimize the impact of taxes on your personal finances over time.

Starts at $800

How It Works

  • Step 1

    Complete "Get Started" form

  • Step 2

    Upload documents

  • Step 3

    Schedule tax planning meeting

Starts at $800, billed hourly at $400/hour

Get Started

  • Filing Status

FAQs

Don’t see your question answered below? Email us or book a call with our team.

When can I sign up for tax preparation service for the upcoming tax season?

You can sign up year-round. Generally, we will begin taking reservations in November.

When do I need to provide tax information to MainStreet’s tax team to guarantee on-time filling?

All information should be uploaded 30 days prior to the filing deadline into the Client’s portal.

What are the steps to get started?

  1. MainStreet team will send you onboarding steps, which include signing an agreement and submitting a $100 deposit. 
  2. Next, you will be introduced to our Tax team and provided instructions on how to proceed from there.

How are my fees calculated?

Please refer to the pricing sheet as a reference. Once you onboard you will be provided with a more detailed fee quote.

Does MainStreet offer Tax Planning and Tax Preparation services to Non-MainStreet clients?

At this time MainStreet’s tax team is only able to offer these services to active clients.

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