Ensure that you take advantage of every possible tax strategy available.
File Your Taxes Confidently
Follow a process that will allow you to relax this tax season.
Identify 2021 Tax Strategy
Receive a projection for your estimated taxes for 2020, as well as, potential strategies to make your strategy more efficient.
The Power Up Difference
Most tax preparers are order takers. If you are lucky, they might try and find a few last-minute tax strategies. The problem with both of those scenarios is you lose out on significant planning opportunities which could amount to paying thousands of dollars of additional taxes. Take the power back and have a tax planning strategy that maximizes your financial life.
Who Power Up Is a Great Fit For
Power Up Tax Planning Services specializes in serving individuals and families with the following characteristics:
Household income of $100,000 or greater
Employees that have access to a 401(k), 403(b), 457 (a), or 401(a)
Employees that have access to Deferred Compensation
Employees that have access to employee stock purchase plans
Employees that receive stock compensation in the form of Non-Qualified Stock Options, Restricted Stock Units, or Incentive Stock Options
Small Business Owners
Career changers
Recent inheritances
Flexible Meeting Times
Fair & Trasparent Pricing
Dedicated to Customer Satisfaction
MEET Your Tax Planner
He translates the numbers into something that you can actually understand.
Lucas Casarez
Tax Planner and Certified Financial Planner Professional™
Lucas enjoys creating new memories and family traditions with his young family. They enjoy visiting the local Drive-In movie theatre, finding family friendly hikes, and finding new recipes.
New Clients
1st Year Working with Power Up Tax Planning Services (Currently accepting new clients, spots are limited to first-come first-serve)
$360Form 1040 & State
(2nd Year drops to $280)Loyalty Discount
Optimization2020
Tax Strategy2021
Tax Review2019
Additional State$65 Each
Schedule C (Self-Employment)$125
Schedule D (Capital Gains/Losses)$75
Form 4868 (Extension)$200
Additional Services (please contact)$ Varies Based on Complexity