$199 Tax Analysis, Preparation and Filing Service
Reduce your personal or business tax liability and keep more of your money for your priorities.
$199 Tax Analysis, Preparation and Filing Service
The ReJoyce Financial $199 Tax Analysis, Preparation and Filing service provides:
- A 60-minute in-person analysis with a ReJoyce Financial certified tax professional.
- One 2022 federal return completed and submitted for single or joint filers with up to two income sources per person.
- One 2022 Indiana tax return completed and submitted for single or joint filers with up to two income sources per person.
- Inspection of common and less well-known deductions you may be missing.
- An analysis of credits for taxes already paid.
- Access to the secured ReJoyce Financial Vault for record keeping.
- Knowledge of a tax advisor with more than 12 years IRS audit experience.
- Guaranteed filing within 30 days of receipt of all documents.
- A trusted team of experts with decades of helping individuals and businesses achieve their financial dreams.
Is your return more intricate?
Our tax professionals are ready to put their knowledge to work for you. Additional fees may apply based on related forms, schedules, and complexity.
Get started now and speak with one of our professional Tax Advisors.
Frequently Asked Questions
No, our current clients of ReJoyce Investment Advisory receive complimentary access to these services.
The head of the ReJoyce Financial Tax Department is an enrolled agent with the IRS. Enrolled agents are the only federally-licensed tax practitioners who specialize in taxation. Enrolled agents are required to understand the latest changes in taxation policy in order to effectively represent taxpayers at all administrative levels within the IRS. Enrolled agents, like attorneys and certified public accountants, are generally unrestricted as to which taxpayers they can represent, what types of tax matters they can handle, and which IRS offices they can represent clients before.
“Tax Planning” and “Tax Reporting” are vastly different. Most people are tax reporting. March rolls around, and people pull out their records from the prior year to prepare and file their tax returns. If you only report your taxes, you are simply recording history. You have the proactive option of Tax Planning!
Prepare for your future by making intelligent, informed decisions about how taxes affect your overall financial plan. ReJoyce Tax Advisors offer you successful tax planning to keep you looking forward instead of in the rearview mirror as you enter retirement.