SETUP YOUR PERSONAL TAX RETURN

Our packages cover most common tax situations. Pay us only after we file your return.

Personal Taxes with MONEY TREE

By Working with Us, We’ll Provide the Following Items For You at No Extra Cost:

  • One Free State Tax Return
  • $10,000 IRS Penalty Insurance Guarantee
  • Itemized Deductions
  • No Hidden Fees
  • Unlimited W2's
  • Unlimited Stock Transactions
  • Interest / Dividends
  • Maximum Refund Guarantee
  • No upfront payment.

Still have questions about our pricing and our plans?

Talk directly with one of our trusted advisors.

Contact Us

Looking For Business Taxes Instead?

Our Business Taxes

Advisor Consultation

Book a consultation with one of the Money Tree Advisors, whether it’s in person or virtually.

Financial Analysis

During this time our CPAs will get to work and analyze your financials in order to create a plan & strategy.

Strategy Implementation

During this phase we’ll help you put it all into place to streamline your taxes, finances and credit.

Financial Success

If all advise is followed then this is when you will start seeing differences and results in the months to follow.