My Financial Coach - MFC

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My Financial Coach - MFC CFP® Professionals
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We were delighted to have Nick Prokai from The Wellington Group join us at the American College of Emergency Physicians ...
10/08/2026

We were delighted to have Nick Prokai from The Wellington Group join us at the American College of Emergency Physicians - ACEP26 Scientific Assembly event! Thank you to everyone who stopped by our booth and spent time with us, we’re already looking forward to returning next year.

We've just returned from the American College of Surgeons Clinical Congress event held in Washington, D.C.We had an exce...
09/30/2026

We've just returned from the American College of Surgeons Clinical Congress event held in Washington, D.C.
We had an excellent time and were very pleased to be joined by Dr. Jordan Frey from The Prudent Plastic Surgeon!

We've just returned from the ApolloMD Leadership Conference in Atlanta, Georgia, and were especially proud to sponsor th...
09/21/2026

We've just returned from the ApolloMD Leadership Conference in Atlanta, Georgia, and were especially proud to sponsor the Awards Dinner. It was a wonderful opportunity to connect with and celebrate the accomplishments of so many inspiring leaders across the medical field, and hear about the important work being done to support these individuals and their teams.

We are grateful to have been part of such a meaningful event and look forward to staying connected!

https://myfinancialcoach.com/apollomd/

Our tax team is growing, and we're in need of your help!Your role will be to make sure that we are crossing our T’s and ...
08/14/2026

Our tax team is growing, and we're in need of your help!
Your role will be to make sure that we are crossing our T’s and dotting our I’s from 1040s to K1s, as well as filing and review of all MFC client tax returns. You'll also answer emails and inquiries from clients based on any concerns arising from the client tax filing situations.

This role is meant to lead to a full-time role and eventual leadership.

Qualifications:
3+ years of work experience with Tax Forms
2 years of experience with CCH: ProSystemFX Tax Software
Ability to commute to Phoenix Office once a week
Basic computer skills with a laptop
Experience with filing business tax returns as well as personal tax returns
Experience with itemized deductions

Preferred:
5 + years of experience with CCH: ProSystemFX Tax Software
CPA designation or EA designation
Multi-state return experience
Experience using or reading Holistiplan software
Experience with Google Workspace Software

Interested?
Apply Here:
https://myfinancialcoach.com/careers-tax-preparer/

07/27/2026

Wealth isn't built through sacrifice alone. It's built by understanding how today's decisions affect your financial future -- even when it may initially seem unrelated to something like taxes.

For high-income earners, a proactive tax strategy in place can make a substantial difference in savings come April.

See Full Video:

https://myfinancialcoach.com/portfolio/tax-planning-and-filing-membership-overview/

07/23/2026

Where has this year gone? Time passes quickly and sometimes taxes just take a back seat -- but if you aren't planning year-round, you might end up paying more than you need to come April.

Our tax team is here to support you, provide useful strategies and keep your tax situation organized so you can focus on the rest of your year worry free.

See Full Video:
https://myfinancialcoach.com/portfolio/tax-planning-and-filing-membership-overview/

07/20/2026

Most preparers focus on filing your taxes correctly, but only doing this can leave you paying much more than you need to.

We help you build a lifelong tax strategy. When coordinated with our financial planning, our tax team will work with you to determine the most optimized ways to save more and grow your wealth across your whole financial picture.

Full Video Explains Our Structure in More Detail:
https://myfinancialcoach.com/portfolio/tax-planning-and-filing-membership-overview/

Address

4745 N. 7th Street Ste. 235
Phoenix, AZ
85014

Telephone

+17603404277

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