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.

ENROLLMENT CLOSED

Our Tax Prep Enrollment Starts Again Sept. 1, 2019

How does tax prep work with rebel Financial?

You must be a current client!
We only provide tax services to our advisory clients. If you are only looking for a tax preparer and not a financial advisor/planner, then this service is not for you. However, you are more than welcome to become a client and then utilize this service by visiting our main website.
How much does it cost?
If you are a client with more than $150,000 under management then it is free to use our in-house preparation. If you are a gold client with more than $750,000 then you may also use our partner CPA firms at no additional cost to you. Otherwise, if you are a client that doesn’t fit into the above mentioned categories then it is a flat $100.
Using the latest technology
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 process:
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 CPA Partners:
HBK – Brett Triplett
226 North Fifth Street, Suite 500
Columbus, Ohio 43215
Office: (614) 228-4000

Harper & Co. – Paul Brousil
1396 King Avenue
Columbus, Ohio 43212
Direct (614) 456-7222
Our commitment to clients
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.

Our partners in making your tax experience awesome!

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Clients who are eligible for tax prep are also eligible for some extra protection. Should you owe money to the IRS, we utilize a service that would help you fill out the necessary forms. If you have $150,000 AUM, then the service is free. If you under that amount, then the service is $100/hour.

Audit protection is also available for an additional $59.95.

Interested in becoming a client to utilize our tax prep services?

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, call us at (614) 441-9605, or even start a free trial by clicking here.