(Scroll down to view all current tax year discounts or offers)
Monroe / Tenneco / Driv.
Employee Discount
Terms of offer: if you are switching preparers, you'll get Half off of the price that you paid for last year's tax prep, from a nearby tax office, or our current calculated fees (whichever pricing is more beneficial). Bring a copy of last year's tax return or invoice/receipt from that filing for us to be able to honor the discount. For our current tax clients, that are employed with monroe/tenneco, we will give you a 10% discount. Please bring a printed copy of this discount or show us a copy of this discount from your phone. This offer cannot be combined with any other discount or offer. (includes fed return & state return: AR / MO)
Exceptions: personal returns containing a business schedule c are excluded from this offer. This offer does not include any discounts for bank products (if used), amendments, extensions or any other tax engagement or service offered. we reserve the right to refuse any tax return filing that does not fit our business model, or any return that we do not have the resources to complete. we will strive to honor this discount, so if you have any questions about whether you qualify, visit with me in the office & we can discuss.
(See additional offer for monroe/tenneco employees at the bottom of this page)
this offer is good for the 2024 tax season filed in 2025 & expires april 10th 2025.
Teacher Discount
Terms of offer: 10% off of total tax prep filing, if you have a printed copy of this discount or show us a copy of this discount from your phone. This offer cannot be combined with any other discount or offer. (includes fed return & state return: AR / MO)
Exceptions: personal returns containing a business schedule c are excluded from this offer. This offer does not include any discounts for bank products (if used), amendments, extensions or any other service we offer or tax engagement. we reserve the right to refuse any tax return filing that does not fit our business model, or any return that we do not have the resources to complete. we will strive to honor this discount, so if you have any questions about whether you qualify, visit with me in the office & we can discuss.
this offer is good for the 2024 tax season filed in 2025 & expires april 10th 2025.
Complimentary Dependent Filing
Terms of offer: if you are a current tax year client with a dependent listed on your tax return, & they also have income & have received tax documents, we will provide complimentary (no cost) tax prep for your dependent. bring a printed copy of this discount or show us a copy of this discount from your phone. This offer can be combined with any other discount or offer. (includes fed return & state return: AR / MO)
Exceptions: personal returns containing a business schedule c are excluded from this offer. This offer does not include any discounts for amendments, extensions or any other service we offer or tax engagement. we reserve the right to refuse any tax return filing that does not fit our business model, or any return that we do not have the resources to complete. we will strive to honor this discount, so if you have any questions about whether you qualify, visit with me in the office & we can discuss.
this offer is good for the 2024 tax season filed in 2025 & expires april 10th 2025.
Free Financial Planning & 401(k) Rollover Planning for Monroe/Tenneco employees
Terms of offer: fill out the form below & you will be contacted by our investment professional, which will setup a meeting time that will be convenient & no cost for you.
you'll have an opportunity to meet with a licensed investment professional (series 7 & 63) & tax professional to discuss any concerns with considering a 401(k) rollover. including but not limited to: keeping it w/the plan (if option is available), rollover to an ira, rollover to another plan, or cashing out (generally not recommended without reviewing tax situation).
Q&A regarding tax-deferral or any other tax questions, reviewing retirement goals/objectives, exploring investment options, withdrawal rules or penalties for early withdrawals, any exceptions to penalties that may be applicable, plan fee comparisons, beneficiary review or legacy planning questions, etc.
financial planning available: budgeting, establishing an emergency fund, debt reduction strategies and many more resources available to help you with your financial situation & transitioning between employment.
no expiration date for this offer, but this offer can be removed at any time, so schedule as soon as possible to ensure availability. this offer may be combined with other offers shown here. you may also drop by the office & mention this offer.
