This year we are offering our complete tax planning service at an unbelievable value.  You will get:

  • Your complete tax projection using our professional software
  • 60 page custom tax planning report written by our CPA's (It will be packed with ideas about your tax situation)
  • 45 Minute tax planning meeting with your tax advisor
  • Access to our client portal to store all of your documents and reports
  • 20% Discount on the Financial Planning Service
To participate, simply complete the form below and we will begin right away.  The full planning service includes everything for just $199.00.  Turnaround time is usually less than 24 hours.  If you have any questions please contact us at taxplan@ragainfinancial.com

TAX PLANNING ORGANIZER

Name
E-Mail
Wages to date
Federal Withholding to date
2011 Interest Income
2011 Dividend Income
2011 Capital Gain Income
Business Income #1
Business Income #2
2011 Mortgage Interest
2011 Real Estate Taxes
Charitable Contributions
Medical Expenses
Total Estimated Tax Payments Paid
Other Important Tax Information