Your Tax Freedom: Your Tax Preparation Options
A tax preparation solution designed specifically for S.E.E.D. Planning Group clients.
White Glove availability is limited. Respond by December 1, 2026.
We listened.
Simplicity, flexibility, better communication, and a tax experience that feels connected to the rest of your financial life.
For years, we have worked to provide clients with a more coordinated approach to tax planning and tax return filing. Along the way, many clients shared valuable feedback about what they wanted most: simplicity, flexibility, better communication, and a tax experience that felt more connected to the rest of their financial lives. We listened.
Your Tax Freedom is the result of those conversations. We believe it creates a better experience by giving you access to tax professionals, tax planning resources, and preparation options that fit your individual preferences. Whether you prefer a fully integrated white-glove solution or the freedom to select your own provider, our goal remains the same: to make taxes easier, more collaborative, and more valuable as part of your overall wealth plan.
What’s Changing and What Do You Need to Do Now?
Beginning this tax season, SEED clients now have access to dedicated tax preparation solutions through Your Tax Freedom. You may either utilize our fully coordinated white-glove preparation service or select a tax professional through the Your Tax Freedom network and receive a $250 advisory fee credit when your completed return is shared with our team for planning purposes.
Please review the following options and check out the FAQs.
White Glove Service availability is limited. To request this option for the upcoming tax season, please complete the survey or let your planner know by December 1, 2026. We may not be able to accommodate requests received after this date.
You do not need to decide now which provider you want to go with, only whether you want the White Glove service. We will be adding additional providers between now and tax season.
How would you like to handle your tax preparation?
Pick the option that fits and tell us how to reach you. You do not need to choose a provider now, only whether you want the White Glove service.
Respond to the survey
All fields are required unless marked optional.
Two Ways to Handle Your Tax Preparation
See both options at a glance.
| Feature | White Glove Service | Choose Your Own Provider |
|---|---|---|
| Tax Preparation | High SEED involvement and tracking. | Limited SEED involvement and tracking. |
| Cost | Most returns covered by SEED for any clients enrolled in financial planning or wealth management. Charges may apply for households with multiple returns or a small business. See your planner for a personalized quote. | Client pays provider. |
| Tax Planning Coordination | Included. | Included. |
| Freedom to Choose Provider | No provider search needed. | Client chooses. |
| Client Credit | N/A | $250 fee credit once SEED receives a copy of the filed return, for any client enrolled in financial planning or wealth management. |
| Amendments | Included. | At the discretion of the provider. |
White Glove Tax Preparation
For clients who want a seamless experience, we now offer a white-glove tax preparation solution.
- In most cases, tax preparation is fully covered through your existing advisory fees.
- Your tax return is coordinated with your planning team
- Secure document collection and processing
- Consistent communication throughout the process
- Efficient collaboration between your planning and tax teams
- Clients who value convenience.
- Clients who prefer one coordinated team.
Choose Your Own Tax Professional
Prefer to select your own tax preparer? You can browse qualified tax professionals through the Your Tax Freedom platform and choose the provider that best fits your needs.
After your selected provider completes your return and securely provides a copy to SEED for planning purposes, you will receive a $250 Advisory Fee Credit.
- Maintain full flexibility while still helping us coordinate your tax planning and financial planning efforts.
- Virtual and in-person meeting options (specific to each provider)
- Clients with specific preferences who like to manage the tax return preparation process themselves.
Frequently Asked Questions
Is the white-glove service really included?
Yes. For financial planning and wealth management clients, most tax preparation fees are covered through your existing advisory relationship. For some clients who own a business or need multiple returns completed, additional charges may apply. If this is your situation, we will notify you with a personalized quote before any work starts.
Can I keep using my current CPA?
Absolutely. If your CPA joins the platform or is already listed, simply select them. Otherwise, you may continue working with them. We can provide them the outline of our tax planning work, and they can provide us a copy of your completed return. However, the $250 advisory fee credit is only for tax returns completed by providers on the Your Tax Freedom platform.
When do I receive the $250 advisory fee credit?
After your selected provider completes your return and we receive a copy for planning coordination, your advisory fee credit will be applied towards your next quarterly investment management fees. If you are not engaged with us for investment management services, we will apply your advisory fee credit against any amounts due for your out-of-pocket planning engagement.
Do I still receive tax planning?
Yes. Tax planning remains part of your relationship with SEED regardless of which preparation option you choose, or if you choose to use a provider outside of the Your Tax Freedom network.
What if my tax situation becomes more complicated?
Your planner or planning team can help you determine whether your current option remains appropriate or whether another solution may better support your needs.