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Free Tax Strategy Analysis

This is your opportunity to find out if there are tax strategies that you have been missing out on that can save you hundreds—even thousands—in taxes each year!

Complete the Following 3 Steps to Receive a FREE Personalized Tax Strategy Analysis!

Step 1:

Complete this short questionnaire. This will enter you to win the free tax analysis and will help us to understand your current situation to find significant ways for you to save on your taxes.

Step 2:

Upload a copy of your last completed tax return to our secure online portal. (Please do not email your tax return.)

Note: If your last tax return was prepared by Counting Pennies, please skip to step 3.

Follow these simple steps to upload your documents:

  • Under Guest Exchange on the right-hand side of the page. Click Upload
  • Enter your name and email.
  • Then, click Select to add each of your documents.
  • When you’ve completed adding all of your documents, click Upload

Step 3:

Book an appointment to get your results.

After you have completed the steps above, you will receive an email within 24 hours with a link to book your live, virtual appointment with a Counting Pennies tax planning professional to get your results.

We will never share, sell, or distribute your information. See our Privacy Policies here.

If you have any questions, please email Holly at holly@cpennies.com.