FREE Tax Preparation - No Kidding!

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Our "Just Refer A Friend" Program:  

  • If you or your spouse is Age 60 or over, have our CPA prepare your personal tax returns. Give our gift certificates to friends who are also Age 60 or over.  
  • We will give you as many gift certificates as you want. Call our office with the names of your friends or simply click the button below. No additional personal information is required!  
  • We will send you personalized gift certificates to give to each of your friends. Give the gift certificates to your friends (Age 60 or over).  
  • If both you and a referred friend (Age 60 or over) have your personal taxes prepared by Roadmap Financial Consulting - you will both have your personal taxes prepared for FREE*.

Testimonials: See What Other People Have To Say About Our Tax Preparation Services? 

Ready To Schedule Your Tax Preparation? Give Us A Call At (336) 291-3535 or Schedule Online:

Our Referral Program: "Just Refer A Friend" Click The Button Below To Get Started:

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*Valid for personal tax preparation only. Business related income and rental real estate will add to the price of preparing the tax returns. Referrals must be Age 60 or over, a new client to Roadmap Financial Consulting, and must have taxes prepared by Roadmap Financial Consulting by April 15, 2022. Tax preparation refunds will be issued after tax season. Offer Expires 4/15/2022.  


TAXES IN RETIREMENT MAY BE DIFFERENT THAN YOU THOUGHT

Do you think tax rates will be higher or lower in the future? If you said higher - Are you on track to reach your ideal traditional IRA and Roth IRA balances by age 72? Why is this important?

Well, if you’re like most Americans, you’ve saved the majority of your retirement assets in tax-deferred accounts like 401(k)s and IRAs. But what happens when tax rates go up? How much of your hard-earned money will you really get to keep? Unless you can accurately predict what tax rates will be when you take those dollars out, you have no idea how much of that money is really yours.  

So what’s the solution? The 0% tax bracket. Why? Because even if tax rates double, two times Zero is still Zero!

IT'S NOT TOO LATE FOR TAX AWARE PLANNING!! 

Let's get together and develop a strategy to maximize your retirement savings and minimize your future tax obligations.

Consult your tax advisor before making any decisions.  

Let's Get Your Taxes Filed

"We're here to prepare your tax returns and to help you strategically protect your retirement savings and Social Security Benefits from the coming scheduled tax increases." 

- Glenn W. Mosseller Founder & President of Roadmap Financial Consulting