This offer has expired
Jump Start 2022 with free Tax Preparation
Cyber Monday Only:
When you sign up for financial planning for your family, you'll receive benefits normally reserved for our Standard service level. Your family will have your 2021 taxes prepared at no additional fee.
All client families at Intrepid Eagle Finance get help with ways to minimize what you lose to taxes every year. With this benefit, you'll get our expertise on how to manage taxes plus an experience CPA that will file your taxes for 2021. This benefit, included with your financial planning subscription, is something we have never offered before.
The first step to take advantage of this offer is to meet with us. You'll have a chance to learn more about this offer plus all the other ways we help families with their finances.
FAQs about this limited time offer
What's the benefit?
When work with families to organize our financial life around your values and priorities, we consider the whole picture. We believe that's important in the spirit of Deuteronomy 32.
Since a big part of what we do is saving families money on taxes, getting your taxes prepared with us makes life that much simpler.
What is included?
If you qualify for this offer, tax preparation includes includes:
- Common tax documents such as form 1040 and schedules A, B,, and D
- State Tax return
- Tax report in an easy to read format
What is not included?*
- Business tax returns
- Estate or trust tax returns
- Filing or IRS notices pertaining to 2020 or prior
- Multiple State filings
- Local (City) Income Taxes
- International income or asset filing
*We are able to assist in many cases, but an extra fee will be applicable.
What's the deadline?
To receive this benefit, your family must complete a signed service agreement by 11:59 Eastern Time on 12/03/2021.
Intrepid Eagle Finance offers tax preparation services in partnership with a nationwide CPA firm, XY Tax Solutions. We reserve the right to limit spots available for this offer. Client must have an active subscription at the "Essentials" level or higher at the time taxes are prepared. If client terminates their agreement before their taxes are filed, Intrepid Eagle Finance is under no obligation to provide tax preparation services.