Tax Services
Personalized Tax Services
The goal of our tax practice is 100% virtual tax preparation. We offer a web portal to upload documents electronically, the ability to e-sign tax documents, and the option to keep your tax documents safe online.
At GoalFusion Tax Consulting we pride ourselves on tax planning over tax preparation. It’s our idea that planning takes a more proactive than reactive approach. Founder/CEO Jared McBride is a Certified Financial Planner (CFP) who’s life work is finding clients new ways to save on taxes.
Individual Taxes
We prepare simple to complex tax returns for individuals and families. Specialties include high income earners, investors, and general contractors/self-employed.
Business Taxes
Leave your professional tax preparation to us. Entities include sole proprietors, LLCs, S-Corps, C-Corps, and Partnerships.
Estate & Trust
Managing a trust or estate does not need to be complicated for trustees and executors. We assist with estate and trust consulting and return preparation for fiduciaries.
We are here to help plan your financial future.
Be ready for what life brings. Connect with us to get started.
Tax Prep Made Easy
bOur processes are streamlined to make preparing your taxes simple. Before returns are finalized we complete a full review with clients to ensure all deductions and credits you are eligible for are being included on your return. All returns also include:
- eSignature - Review and sign forms from anywhere using any device
- eFile - Tax returns are sent directly to the IRS electronically
- Pay by Direct Debit - Pay any taxes owed directly from your bank account
- Return Sharing - Completed returns are shared with clients digitally
Ready to find out more?
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