Financial Planning and Tax Filing Together
Modern Family Finance has formed a tax partnership with Uprise.
At Modern Family Finance, our goal is to make it easy for you to receive financial planning and comprehensive tax filing and tax planning support all in one. We formed a tax partnership with Uprise to jointly serve our clients.
Together we can:
- Communicate directly about any activities we have discussed as part of your financial planning which may be relevant for your taxes.
- Collaborate on strategic tax planning to maximize your savings.
- Ensure that your tax preparation and filing are aligned with your broader financial plan, including a 42-point review of your tax return to look for future tax planning opportunities.
Uprise will:
- Prepare and file your tax return.
- Provide a walkthrough of your return through video meeting.
- Invoice you directly for tax preparation services.
How This Partnership Benefits You:
- Expert Guidance: Gain access to a dedicated licensed tax professional who brings years of experience in tax preparation and planning.
- Time-Saving Convenience: Modern Family Finance will review your tax portal and incorporate or provide feedback on any activities we have discussed as part of your financial planning.
- Integrated Financial Approach: This new partnership ensures that your financial and tax strategies work hand in hand for maximum efficiency and savings.
Your Tax team at Uprise:
- When you work with Uprise, you’re supported by a team of seasoned, credentialed tax professionals, including Enrolled Agents and CFP® professionals, who specialize in serving small business owners. Your team handles tax filings, planning analyses, and related support, all connected to your broader financial strategy.