Find a tax professional who meets your needs and helps you plan for your future.
Connecting you with us
1
What are you looking for?
You’ll be asked a few questions to help us tailor our suggestions.
2
Personalized suggestions.
We’ll share what plan is the best fit for your needs and preferences.
3
Pick the right Plan.
Schedule a free consultation with any of your recommended tax plans that are the right fit.
It’s hard to know who to trust with your finances, but Taxvantage made it easy. They took the fear out of the process by matching me with a vetted tax professional tailored to my unique situation.— K. Perry., TAXVANTAGE CLIENT
FAQs
Is my annual tax return filing included in the subscription price?
Yes. We believe that effective planning and precise execution go hand-in-hand. Your monthly subscription covers both the year-round strategic advisory and the preparation and filing of your annual tax returns (Federal and State). By bundling these services, we ensure that the strategies we implement throughout the year are accurately reflected on your final return, without surprise bills during tax season.
How is this subscription different from seeing a CPA once a year?
Traditional tax preparation is reactive—it records history after it happens, often when it’s too late to make changes. Our subscription model is proactive. We work with you throughout the year to identify tax-saving opportunities before December 31st. This allows us to adjust withholding, plan for capital gains, or maximize retirement contributions in real-time, effectively turning tax season into a "non-event."
What kind of access do I have to my tax planner during the year?
Gone are the days of hourly billing and hesitation to send an email. Your subscription includes ongoing support for your financial questions as they arise. Whether you are buying a home, exercising stock options, or expanding your business, you can reach out to your dedicated team for guidance without worrying about a running meter. We are here to help you make informed financial decisions year-round.