Our Services
We provide organized tax preparation, protective life insurance guidance, and practical financial coaching to help you build a solid foundation.
Tax Preparation & Planning
Tax filing doesn't have to be intimidating or stressful. Marcus Keli prepares tax returns as an independent contractor with myTaxCoach, delivering thorough, accurate, and organized year-round support.
Personal & Family Taxes
Clear, stress-free tax preparation for W-2 wage earners, families with dependents, students, and retirees. We walk you through every schedule to ensure accuracy and peace of mind.
- Dependents & Child Tax Credits
- Education & Retirement Deductions
- State & Federal Multi-State Returns
Business & Self-Employed
Tailored support for sole proprietors, gig workers, 1099 freelancers, and small LLCs. We help organize income, expense categories, and home-office schedules accurately.
- Schedule C & 1099 Expense Organization
- Quarterly Estimated Tax Guidance
- LLC & Small Entity Structure Review
Nonprofit Organizations
Support for local churches, cultural associations, and community nonprofits requiring annual informational tax reporting and organized recordkeeping.
- Form 990 Series Guidance
- Community Entity Support
- Exempt Status Annual Filings
Required tax documents depend on your individual situation. Once you submit an appointment request, our team will reach out with a personalized document checklist. Please do not submit tax documents, Social Security numbers, or full Tax IDs through the general online inquiry form.
Life Insurance Guidance
Life insurance is the cornerstone of family protection. We evaluate your current coverage, mortgage obligations, dependent needs, and long-term goals to help you understand options without pressure or confusing sales language.
Whether you are seeking affordable term coverage to protect household income while your children grow, or permanent policy options for final expenses and generational inheritance, we explain coverage in clear terms.
What to Expect During a Coverage Review
- Needs Assessment: We calculate your household expenses, debts, and future income requirements.
- Policy Comparison: We compare options side by side so you can evaluate monthly cost vs. long-term protection value.
- Application Guidance: If you decide to proceed, we assist with carrier documentation and requirements step by step.
Financial Education & Coaching
Budgeting & Cash Flow
Learn practical systems to manage monthly household income, track spending, eliminate unnecessary leaks, and establish reliable emergency reserves.
Credit Fundamentals
Understand how credit scores are calculated, how to address inaccuracies on reports, and how responsible borrowing habits strengthen your future options.
Generational Legacy
Pass positive money habits down to your children. We help families talk openly about finances and construct healthy wealth mindsets.
Ready to Discuss Your Next Step?
Request an appointment with Marcus and Tofa Keli today to get straightforward answers.