Tax Planning

Keep More Cash

Reduce your tax burden with expert strategies to maximize deductions, optimize filings, and keep more of your hard-earned money.

Optimize Income
Taxes

Filing Taxes
Guidance

Income Tax
Organizer

Reduce Investment
Taxes

Maximize Salary
Withholdings

Self-Employment
Taxes

Optimize Income
Taxes

Filing Taxes
Guidance

Income Tax
Organizer

Reduce Investment
Taxes

Maximize Salary
Withholdings

Self-Employment
Taxes

Built For You

Get personalized guidance to minimize your tax burden and keep more of your hard-earned money.

Smarter Taxes

Learn how to maximize deductions, optimize filings, and take advantage of tax-efficient strategies.

Tax-Time Confidence

File with ease knowing you have expert-backed strategies to reduce stress and maximize savings.

Plan Smarter, Pay Less

We will help you answer your most important questions.
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How can I lower my tax bill?

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What deductions and credits am I eligible for?

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How do I maximize tax savings if I’m self-employed?

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What’s the best way to plan for taxes on my investments?

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Should I contribute to a Roth IRA or a traditional IRA for tax benefits?

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How can I reduce my taxable income before the end of the year?

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What are the tax implications of receiving an inheritance?

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How do I prepare for tax season to avoid last-minute stress?

How It Works

From Setup to Success

1

Create Your Profile

Set up your profile to get
personalized financial advice.

2

Submit a Request

Send a request to get
expert financial guidance quickly.

3

Analyze & Guidance

Receive detailed analysis and expert guidance tailored to you.

4

Discuss & Clarify

Engage with a Money Mentor to clarify and refine your guidance.
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Financial advice that you don’t have to be rich to get.
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Scout & Mark
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Accessible Financial Advice for all.
I have been struggling with navigating my financial situation and most advisors I have consulted have tried to sell me on something or didn’t take the time to understand my situation in full. SoundAdvice actually provided me with the insights I needed.....This app is great for all people of all incomes.
Stephanie K.
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Game changer
Sound Advice has truly made a difference, for my family and me. We've moved from struggling with finances to handling our money. The personalized guidance and clear explanations have simplified the realm of finance making it easier to navigate. We now feel more, in control and informed, on track to achieve well being.
The Reyes Family
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