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Personalities

How Are Our Tax Advisors Different?

We call our advisors “Endorsed Local Providers” because they’ve earned the trust of America’s leading voices in personal finance, including Dave Ramsey, Chris Hogan and Rachel Cruze. Here’s how we know they’re really good:

Journey

They understand your financial journey.

Your ELP gets it. They’ll know what you mean when you say which Baby Step you’re on, and they’ll tailor their knowledge to your specific situation. 

Calendar

They’ll be there to help you—all year.

Your tax advisor won’t file your April taxes and scram. No matter when you have tax questions or problems, your pro will always have your back.

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Oh, yeah. They’re also trustworthy, competent and reliable.

We wouldn’t pair you up with just your average Joe! We have high standards and only recommend seasoned professionals with a track record of success. 

How Did a Tax Advisor Help Eric and Jamie? 

“We learned that if we would have filed the same as we did in previous years, we would have lost a lot of money.”
— Eric and Jamie

What Can a Tax Advisor Do for You?

You don’t have to do your taxes alone. We’ve got tax experts who have handled tax situations just like yours, and they can help you in these ways: 

  1. They help you do your taxes right.

    This may seem like a duh moment, but we think it’s worth stressing—and celebrating! With a tax pro, you can relax because you know your taxes are done right!

  2. They give you back your time.

    Instead of sitting around trying to figure out how or what to file, you can take your kids to the zoo or give yourself a “staycation” on the couch. 

  3. They help you understand tax changes.

    Don’t have time to dig into the tax changes? Honestly, who does? Leave it to the pro. They’ll break down the parts that affect you. 

Get the Tax Preparation Checklist 

What will you need to bring to your tax advisor?
We’ll help you get prepared with this checklist.

We Have Tax Advisors Ready to Help You

Find one near you.

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Tax questions can be complicated, and your advisor can provide the best answers by phone.

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Endorsed Local Providers

Endorsed Local Providers (ELP) is a nationwide service that helps you find local experts you can trust. The certified professionals we recommend are in excellent standing in their industry and provide top-notch customer service.

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