Resources

WHAT YOU NEED FOR YOUR APPOINTMENT

Getting your documents in order

Other tax companies are very confusing with their pricing, and charge you per tax form as they file your taxes.
With us, we are fully transparent with our flat-rate pricing and you will not find a better deal elsewhere!

Enrollment Form

INFORMATION GUIDES

Time to build your financial literacy.

Managing Spending

Spending Rules

Saving Rules

Spending on Credit

Financial Decisions

Money Goals

Catch-up on Bills

Disaster Checklist

WE ARE BUILDING UP OUR NEIGHBORING COMMUNITY THROUGH FAMILY, ENTREPRENEURSHIP AND SERVICE IN ORDER TO ENCOURAGE THE CREATION OF GENERATIONAL WEALTH FOR OUR CLIENTS.

The essence of Service is our passion.

EchoTax was founded on the values of family, entrepreneurship and service; we take great pride in serving our clients in order to bring about the best versions of themselves. Our business partnership with each client allows us to provide each respective family the opportunity to afford a quality tax advisor. The EchoTax goal is to provide each client with the best opportunity to recieve an income tax return to utilize wisely and ultimately invest in you, your family, your passions, your community, your values, and the future generations of the people you cherish the most.

WHAT YOU NEED FOR YOUR APPOINTMENT

Getting your documents in order

Empowerment Kit

Business Plan

Marketing Plan

INFORMATION GUIDES

Time to build your financial literacy.

Monthly Budgeting

Tracking Income

Managing Your Finances

Bill Calendar

Credit Reviews

Buying a Home

Buying a Car

Retirement Plan

CONTACT US

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