Resources
WHAT YOU NEED FOR YOUR APPOINTMENT
Getting your documents in order
Other tax companies are very confusing with their pricing, and charge you per tax form as they file your taxes.
With us, we are fully transparent with our flat-rate pricing and you will not find a better deal elsewhere!
Registration Form
Document Checklist
INFORMATION GUIDES
Time to build your financial literacy.
Managing Spending
Spending Rules
Saving Rules
Spending on Credit
Financial Decisions
Money Goals
Catch-up on Bills
Disaster Checklist
WE’RE BUILDING LOVE, FAMILY, AND GENERATIONAL WEALTH.
Community is our passion.
Our team was founded on the values of family and community; serving the people in order to bring about the best versions of themselves is our passion and lifelong mission. Our partnership with Jumping Jack Tax allows us to provide every family the opportunity to afford a financial advisor who can provide you the best opportunities to invest in you, your passions, your family, your community, your values, and
the generations of change-makers to come.
BUSINESS PLANNING AND DEVELOPMENT
Important guides to create generational wealth.
Empowerment Kit
Business Plan
Marketing Plan
FINANCIAL DEVELOPMENT WORKSHEETS
Resources for you to take control of your finances.
Monthly Budgeting
Tracking Income
Tracking Spending
Bill Calendar
Credit Reviews
Buying a Home
Buying a Car
Retirement Plan
CONNECT WITH US
Got any questions for us?
Easily get your taxes done with a snap of a picture. Simply fill out some details about yourself, upload your documents, and lastly book an appointment.
Let's connect!