Tax Advice that fits with your financial planning!
Tax planning is a very important aspect of your financial plan. While we still work closely with our partner CPA firms, we strive to continually bring more value and service to our clients. In this effort we are creating in house tax services to create more services from tax preparation to tax planning to payroll/benefits consulting.
rebel Financial is a truly independent financial firm that specializes in investment management and financial planning, dedicated to serving the best interests of our clients above all other considerations.
How does tax prep work with rebel Financial?
We provide tax services for everyone! If you are only looking for a tax preparer and not a financial advisor/planner, no worries, we can do just that for you. If you are not a current client and would like to learn more about our services, you can visit our main website or schedule a free consultation here.
The amount that it will cost depends on several variables, including how extensive your tax needs are, how much in assets you have with us and your level of service. We have set up an easy way to see the cost and to sign up for the service. Please click on the enroll button to sign up.
We love using technology to make our clients’ lives better. Many CPA firms are using archaic or even manual means of tax preparation. This leads to frustrating customer service and long preparation turn-around. We use the best technology and processes possible to reduce our clients’ frustration and labor, while trying to complete every return in less than a week.
Our commitment to our clients is to prepare returns as accurately and quickly as possible with the least hassle to you. We try to get your return done and filed within a week of you submitting your information to us so that you can get your refund and/or reduce any anxiety there might be about potential tax liability.
1st – Inform us by January 31st that you will be utilizing this benefit.
2nd – Upload your documents into the Vault or deliver them to our office by March 15th.
3rd – Your return will usually be completed within 1 week.
4th – We will e-file your return(s) and upload your tax documents to your Vault promptly once you approve your draft.
OUR NEW SOFTWARE FEATURE
Holistiplan is a software that helps make the financial planning process faster, consistent, and efficient for each and every client. Holistiplan can help predict future taxes by building scenario analysis, listing key returns, calculations & planning opportunities.
Clients who utilize our tax prep service also receive extra protection. Should you be audited or need tax Fraud assistance, we utilize a service that would help you and it is included in our tax prep service for each client at no additional charge. For more information, click below.
Drake Software is a professional tax preparation tool we use for our clients. Drake gives us the tools and software we need to serve our clients to the fullest.
GruntWorx helps us save you time and money by giving us access to automatic data entry and source file organization. GruntWorx gets rid of manual organization and entry to create a seamless and easy experience.
Interested in becoming a client?
We are always taking on new clients! Whether you are just starting out or well into retirement, we have a plan and financial advisor for you. Feel free to visit our main website to learn more, or call us at (614) 441-9605.
Ready to get started or have questions?
You will receive a quote of our services with enrollment! Sign up today!
