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
