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Get personalized answers to these Hot topics
The New Stimulus Law
Although the new stimulus bill was designed to get more money into Americans’ hands, the exact details of how have been sketchy. If you have questions, relax; you’re not alone.
Amending a Tax Return
Are you stressing because you already filed your taxes but you should have made some changes? Relax as long the IRS hasn't contacted you, your return can probably be amended and we can help.
How to Afford College
Few things stress our clients out more then the cost of college. It is natural to have questions. Relax we have partnered with experts to create an affordable Playbook to guide you to your goals.
Playbooks customized for your specific situation
Recent College Grads
As a recent collect graduate you there are many financial decisions that need to be made. The proper plan can work towards assuring a lifetime of financial independence.
Homeowners
We understand the unique challenges homeowners face doing tax planning while running a busy household. Relax Tax's custom Playbook will assure you retain more of what you earn.
Families
Families face many challenges beyond just taxes, from healthcare to education setting financial priorities can be difficult. Our Playbook will help you to shape a plan that allows you to rest easier at night.
Tax Planning not Tax Preparation
Tax preparation is easy; modern software makes it simple to file most tax returns. Most critical inputs come on standard forms, which are provided to you as well as the government. Yet, making the right choices to properly impact the numbers on those legal forms before they are issued requires skills. Known as tax planning, this requires a holistic approach to do correctly.
Thus, Relax Tax focuses on creating custom tax playbooks that make it easier and affordable for individuals to develop personalized tax plans. The goal of each plan is to assure that our clients "Retain More of What They Earn" to pursue their passions.
A Smarter, not Harder Approach
At Relax Tax, we pride ourselves on making it easier for our clients to get the results they desire with the least amount of effort on their part. What separates us from many of the other firms is that often it isn’t necessarily our firm that makes it possible but instead technology that we recommend and help you implement that simplifies your life.
Thus instead of continuously paying someone else to do the work, we empower our clients to use the proper tools to do most of the work for them. We are always just a call or a click away if needed, so you’re never alone. This unique approach is part of our secret sauce to assure our clients, “Retain More of What They Earn.”
Retain More of What You Earn
What does it mean to “Retain More of What You Earn?” In its simplest form, it is about avoiding waste in core financial areas. Knowledge and understanding are essential in all areas of life but especially when dealing with personal finances.
Taxes, Insurance and Debt are the three areas that significantly impact how much you will retain of what you earn. We have created a process to simplify addressing these areas for our clients with a single holistic approach. The result is that our clients “Retain More of What They Earn.”
Every Return includes Protection Plus
While other firms charge up to $95 additional per return, the best available protection is included standard with every affordable Relax Tax e-filed tax return.
