My Financial Coach - MFC

My Financial Coach - MFC CFP® Professionals
Meets Secure Online Tools and Account Aggregation Platform

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/

08/05/2026

Celebrating our new member of the tax team with yummy food and fun conversations! 🌮🌯😄

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/

07/11/2026

The transition from training to practice brings tremendous earning potential when you work in the medical industry—but also significant financial decisions and pressures to “catch up” on lifestyle goals. This webinar by Melynda Rodgers, originally presented to women studying at the American College of Surgeons, explores how you can use your first five years of practice to build a strong financial foundation that creates choice and flexibility throughout your career.

Watch the full webinar:
https://myfinancialcoach.com/portfolio/financial-foundations-for-early-career-women-surgeons/

06/24/2026

By having a planning focused tax preparation service, you are able to take advantage of more deductions by implementing strategies in a proactive rather than reactive manner ahead of time.

Visit us online to schedule a demo with our Tax Attorney and Enrolled Agent:
https://myfinancialcoach.com/mfc-tax-preparation/

Address

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

Telephone

+17603404277

Website

Alerts

Be the first to know and let us send you an email when My Financial Coach - MFC posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Business

Send a message to My Financial Coach - MFC:

Shortcuts

Share

Category