Ellevest - Can we talk taxes — in November?

Hi there,

I’m Sabrina, Director of Financial Planning at Ellevest — it’s a pleasure to meet you! I wanted to reach out to make sure you know about our new (and highly requested) 1:1 tax planning services.

You may be asking yourself, “Why should I be thinking about my taxes in November?” The short answer: because when you do year-end tax planning, it means you’re strategizing, not scrambling.

Here are just a few of the advantages of getting a head start on your taxes:

• You’ll have time before key deadlines to explore opportunities to lower your tax liability — and therefore your tax bill.
• If you have a sense of what you’ll owe (or get back!), you’ll be able to stay on track to reach your financial goals in the new year without an unexpected bill derailing your progress.
• You’re more likely to lock in a tax pro (like ours). They tend to get booked up by January, and working with one now can totally transform your tax season and beyond. (Just FYI, we can help you with tax planning — not preparation or filing.)

To get a better sense of what Ellevest’s 1:1 tax planning sessions can do for you (or you and your partner), you can book a complimentary 15-minute call at a time that works for your schedule.

(Don’t worry, there’s nothing you’ll need to do ahead of the call — and there’s no commitment whatsoever. We’ll just get to know a bit about you and your finances, then suggest the best next steps for your unique situation.)

Hoping you’ll take advantage!

Sabrina Rosh, CFP® pro

Director of Financial Planning