Introducing Taxvantage, proactive tax filing & planning .

Get accessible and personalized tax plan in-person or from the comfort of your home.

Our approach

We believe that effective tax management requires a proactive partnership, not just a reactive yearly filing. Our subscription model connects you with a dedicated strategist who learns your specific financial goals to identify savings opportunities in real-time throughout the year. This approach transforms tax season from a source of anxiety into the seamless execution of a plan we built together.

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In-person and remote options

Our In person appointments are conveniently Fairfield County in CT and in Putnam & Westchester counties in NY. Can’t make it in person? No worries – we’ve got you covered with Virtual Video of Phone Calls.

Our services

  • Planning

  • Answers

  • Taxes

  • Savings

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“Taxvantage helped me put my chaotic taxes in order, they adjusted the services aligned with my needs, and are flexible with their scheduling follow ups and provide meaningful guidance. Taxvantage helped me check off all the boxes.”

— Lois V., TAXVANTAGE CLIENT

Get started with Taxvantage, today.

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