Get a Tax Planning Second Opinion
We’ve partnered with S.E.E.D. Planning Group, a fee-only fiduciary wealth management firm, to offer you a personalized tax review designed to help you understand how taxes impact your overall financial life and identify opportunities to potentially improve your long-term financial outcomes.
Think of it like a portfolio review, but instead of focusing on your investments, we focus on your tax return.
Using specialized tax planning software, your tax return is analyzed to identify key planning opportunities, highlight areas of concern, and uncover strategies that may help reduce your lifetime tax burden. You’ll receive a personalized client-friendly report that highlights important tax planning considerations. And since we know taxes are confusing, a financial planner is available to discuss the results and how to make meaningful improvements. (Financial Planner availability is limited to 1 hour per Tax Review by appointment only.)
Select the review option that fits you and check out securely online. Choose the option with a planner meeting if you’d like to talk through the results.
Once your order is in, we’ll email you a secure link to upload your tax return. Your return is analyzed with specialized tax planning software, looking for opportunities, blind spots, and questions worth exploring further.
When your report is ready, we’ll email you a secure link to your Tax Explainer. It gives you access to your personalized report and walks you through how to read and understand it, in plain English.
If you chose the planner option, a SEED financial planner will reach out through your preferred method to schedule your one-on-one review. You’ll leave with a clearer understanding of:
Most people focus on reducing their tax bills when they go to file their return.
We focus on helping you understand how today’s decisions may affect your lifetime tax bill.
Small decisions regarding retirement accounts, investment withdrawals, Roth conversions, charitable giving, income timing, and asset location can compound over time and potentially have a meaningful impact on your long-term financial outcomes.
Many tax professionals focus on preparing and filing returns. That work is important, but it is primarily focused on reporting what already happened.
Our Tax Review focuses on what happens next.
By combining technology with the experience of a real wealth management firm, we help transform your tax return into a planning tool that can support smarter financial decisions moving forward.
We think you need more than tax preparation. Our solution is proactive tax planning designed to help you keep more of what you earn.
Choose the review that fits you and check out securely online.
Understand what opportunities exist.
Includes:
Understand which opportunities matter most to you and how to evaluate them.
Includes:
If you decide to engage S.E.E.D. Planning Group for comprehensive wealth management services within 12 months of your Tax Review, 100% of the Guided Review fee will be credited toward your initial planning engagement.
Your Tax Review fee is paid securely at checkout, at the start of the engagement. Pick your review, pay once, and you’re on your way.
If we are unable to complete your review because of issues with the tax return or supporting information, we will issue a partial refund of up to 50% of the fee, based on the work completed.
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