Sale
  • 30 Minutes with a Tax Pro
1:1 Session | 1 session

30 Minutes with a Tax Pro

  • $229.00 Ellevest clients*
  • $458.00 Non-clients

Not sure which session or package is right for you? Start with a free 15-minute call with an Ellevest CFP® pro.

Description

Have a few questions about your taxes? Relatable. Maybe you’re a new taxpayer — or your financial situation has gotten more complicated in the past year. That’s where a tax pro comes in.

In this session, an Ellevest tax pro will get to know a bit about you and your finances. Then they’ll help answer your most pressing tax questions — and you’ll walk away with clarity and confidence when it’s time to file.

To purchase or attend a 1:1 session or group workshop, you must be located in the United States, not including territories.

What to expect

  • You’ll tell us about yourself ahead of time so you can get the most out of your session
  • A 30-minute call with an Ellevest tax pro
  • Your choice of one or two tax-related topics on the call 
  • A follow-up email with personalized resources and next steps

How it Works

After you check out, book your session right from the confirmation page. You choose the best day and time for your schedule.

Fill out a quick pre-session questionnaire. Your tax pro will use it to prep for your call so the two of you can hit the ground running.

When it’s time, your tax pro will call you on the phone.

After your call, your tax pro will follow up with action steps, resources, and info to help you use them.