Power up your finances with a tax strategy!

Why Power Up?

Tax planning is a huge part of the value add I provide, but until Power Up, I did not have the ability to file taxes for my clients. When practically all of my clients have asked me if I do file tax returns, it became too hard to ignore that this had to happen.

The Power Up Difference

Most tax preparers are order takers. If you are lucky, they might try and find a few last-minute tax strategies. The problem with both of those scenarios is you lose out on significant planning opportunities, which could amount to paying thousands of dollars in additional taxes. 

Take the power back and have a tax planning strategy that maximizes your financial life.

Existing Clients

There are a few benefits to existing clients of Level Up Financial Planning benefits from this new offering. Waived new client onboarding costsLevel Up Discount of 23%Integrated tax planning and tax filing (still happy to meet with your existing tax preparer)Priority status (I am limiting this service offering to 25 spots this year to maintain quality control)Flexible monthly payment optionsNo obligation to new service offerings. 

There is no obligation for you to use Power Up Tax Planning Services. You will still receive the tax planning strategies as you normally would through Level Up Financial Planning.