We provide tax preparation for personal tax returns. We offer electronic tax filing at no additional cost.
Having children in college complicates your tax return. Not all tax preparers are fully up to speed on the multitude of educational tax breaks. We routinely find missed tax breaks on returns thus putting thousands of dollars back in to clients pockets.
We’ve teamed up with SoFi to offer new student loans as well as refinancing of student loans and mortgages.
Securities & Advisory Services Offered through World Equity Group, Member FINRA/SIPC.
The World Equity Group Form CRS can be found here.
College Aid Planners, Inc. and World Equity Group, Inc. are independently owned and operated.
Check the background of this investment professional on FINRA’s BrokerCheck. Licensed to conduct securities business in Arizona, California, Florida, Illinois, Indiana, New Mexico, Texas, Wisconsin, and Virginia.
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