Tax planning is one of the five important pillars of comprehensive financial planning. We are now offering this type of assistance to our clients for whom we create Money Roadmaps for.
We’ve partnered with a third-party Tax Planning/CPA firm that is working in conjunction with MainStreet Financial Planners to provide tax planning and preparation services.
Effective tax preparation and planning can help you to minimize your future tax liability. At MainStreet Financial Planning, we can help you proactively manage both your personal and business taxes. We understand how the latest federal, state, and local tax legislation and other developments affect you and your business and we are constantly identifying new ways to reduce federal, state, or local tax liabilities.
At MainStreet Financial Planning, we take an integrated approach, where your financial planner and tax advisor will be reviewing your financial situation even more comprehensively to create your customized Money Roadmap. Our mission is to provide tax services that focus on your future and to help you develop ongoing strategies to minimize the impact of taxes on your personal finances over time.
How It Works
Client completes the “Get Started” Form for the upcoming tax season
MainStreet’s Team will send you onboarding steps
Introductions to
MainStreet’s Tax team
Initial Onboarding Steps with the Tax Team
Get Started
Rob partnered up with the MainStreet Financial Planning team in 2022 and brings over 15 years of financial planning and accounting experience. His path to planning and accounting was a bit more circuitous than most. Rob graduated from Bucknell University with a double major in Physics and Political Science, however, quickly pursued a career in finance working as a financial advisor in a boutique wealth management firm.
While studying for the CFP® exam, Rob was exposed to the complexities of the accounting and tax world and quickly wanted to learn more. He began working for a small CPA firm to learn the many aspects of this new appealing world and found great enjoyment in observing small business owners pursue their dreams, as well as easing the minds of other clients regarding their tax concerns.
Rob opened his own firm in 2014 and has been helping individuals and small businesses with their various tax needs ever since. It is his goal to help clients navigate the complexities in the tax system, especially in recent years with the various tax code changes. He prides himself on his approachable demeanor and aims to make the tax and accounting process as seamless and enjoyable as it can possibly be.
FAQs
Don’t see your question answered below? Email us or book a call with our team.
You can sign up year-round. Generally, we will begin taking reservations in November.
All information should be uploaded 30 days prior to the filing deadline into the Client’s portal.
Please refer to the pricing sheet as a reference. Once you onboard you will be provided with a more detailed fee quote.
At this time MainStreet’s tax team is only able to offer these services to active clients.
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