Most Popular Topics

• Are tax services included when I sign up for financial planning?
• If I am married but filing separately, do I have to pay two monthly tax fees?
• Who prepares my returns?
• Is there an enrollment fee, and will I be charged an enrollment fee every year?
• What does the Tax Preparation Process look like?
• How do I sign up for tax services?
• Who is my tax manager?
• Will I have a meeting with my tax manager during tax season?
• What happens when you file my tax return?
• Can I sign up for taxes only and cancel my financial planning?