Understand and file your taxes today

Taxes shouldn’t be a mystery. Need to complete a tax return (or a few), want to better understand last year’s taxes, or plan for next year’s return? We empower you by filing your tax return and as a key part of achieving your financial goals – it’s easy & low-cost!

Grab time to connect with us. It only take 3 minutes to start.

How it works

  • Consider Free Tax Prep

    If you make under $70K you qualify for free tax prep from the VITA program. Don’t want to use VITA? We’re happy to help!

  • Introduce yourself

    Tell us a little bit about yourself and your tax needs, and then schedule time to connect with our tax team.

  • Talk with our team

    At your video discovery call, you’ll get answers to your tax questions and we’ll make sure you don’t miss out on any tax credits or deductions.

  • Knock out your taxes

    In two weeks or less, we’ll complete your tax return. Then, schedule a final meeting to explain the return, review it together, and confirm all the details.

  • Man standing on a car, completing a survey about his financial goals.

    E-file & Meet Your Goals

    We’ll let you know when you’re return is accepted by IRS and you plan for your other financial goals.

Tax Offerings

  • Current year tax prep 🧾

  • Prior year return prep ⏲️

  • Federal and state returns 🖥️

  • ITIN applications & ID certification ✅

  • Small business & cash income returns 💵

  • Tax workshops w/ peer accountability 🏆

  • Tax planning & strategy 📈

  • W4 guidance 📄

  • Estimated tax guidance 🧮

Meet your Tax Team!

The tax code wasn’t designed with Black, Indigenous, and People of Color in mind. And we get it, taxes are complicated. We’re creating a safe space to ask questions and take action to file your taxes while navigating wealth building and confronting the historical barriers to wealth creation in the US.

My Money Story’s tax team is IRS certified.

Darren

Darren is a tax nerd and an IRS Certified Acceptance Agent with 15 years of experience serving households making under $70k. He grew up in a household that often struggled with money and he’s passionate about reducing the taboos around talking about money, especially among POCs.

Alma

Alma has been coaching for 8 years and has provided financial counseling to NYC residents and workers, youths, individuals on the pathway to U.S. citizenship, and individuals with disabilities transitioning into the workforce.

$75 flat rate*

Tax prep – Two different ways

$70K and under

  • Consider free volunteer tax prep
    If you make under $70K, you qualify for VITA, a free service provided by nonprofits and the IRS nationwide. Find a site near you. Don’t want to use VITA? We’re happy to help file your taxes.

  • Current or Past Year Tax Prep
    Complete and e-file your 2024 tax return or catch up on prior year returns from 2017 - 2023

  • Tax Planning
    Strategize with our team to lower your tax bill next year or plan ahead.

  • Message Our Team
    Have questions about after the tax prep? Get the answers you need.

$100/hour*

$71K and above

  • Solidarity Pricing
    Your payment helps us serve someone who can’t afford to pay the market rate and it’s still cheaper than most tax businesses. Get your taxes done and help someone else complete there’s too!

  • Current or Past Year Tax Prep
    Complete and e-file your 2024 tax return or catch up on prior year returns from 2017 - 2023

  • Tax Planning
    Strategize with our team to lower your tax bill next year or plan ahead.

  • Message Our Team
    Have questions about after the tax prep? Get the answers you need.

Sign up – Commit to reaching your tax goals today!

*If you can't afford any of our programs, please let us know and we'll find a way to support your needs.

I hadn’t done my taxes in three years, and I was scared and worried. But after filing, I felt so much better, and I even got a refund for two of the years! Glad to be caught up!

– Tax Participant

We’re committed to building a safe and inclusive community.

We’re committed to building a community that treats everyone with respect. Please read our Community Guidelines and don’t hesitate to reach out to us if you have any concerns.

Frequently asked questions

  • Black, Indigenous, Latinx, Asian, and other people of color face unique challenges with income inequality and building wealth in the US. Plus, the tax code was designed by the rich and we wanna help those building wealth to better understand it.

    Allys are welcome. Our programs are open to everyone but are designed specifically for those from POC communities.

    Want to learn more about the impact of tax time wealth building? Start with this book.

  • Please fill out our sign-up form here to tell us about yourself and your tax needs. It only takes ~3 minutes.

    You’ll schedule an appointment with us at the end of the sign-up form.

  • It takes 21 days for most to receive their refunds if the return is electronically filed. 4-6 weeks for paper filed returns.

  • We believe the tax moment is a powerful time to achieve financial goals for those making under $70K and want to make it as accessible as possible. Paying our tax team a living wage for their time is also important to us, and we’ve done our best to try and balance the two.

    If you’re looking for free tax prep and make under $70K, try VITA, My Free Taxes, or Get Your Refund.

  • Complete the intake and schedule an appointment: Tell us a little about your needs and schedule a time to meet with our team for 20 minutes.

    Discovery call: Upload your tax documents and tell us about your income, expenses, and tax-related events.

    Tax prep: We’ll prepare your taxes between meetings and reach out with any questions.

    Final call: We’ll review your return together, explain if anything should change next year, answer any questions you have, and sign then submit the return.

  • Yes, we’ll help any individual complete their taxes. We offer solidarity pricing, meaning discounted rates for those making under $70, to support the community and make our pricing accessible to those with less income and wealth.

    If you make over $70K, your payment helps us serve someone who can’t afford to pay the market rate and it’s still cheaper than most tax businesses. Get your taxes done and help someone else complete there’s too!

  • Yes! If you audited for a tax return that we prepare, please reach out to us and we are happy to assist you at no additional charge.

  • We focus specifically on individual guidance and returns, so no, we do not prepare returns for corporations or partnerships.

    We do file business returns for single-member LLCs and sole proprietors since they are compiled through your personal tax return.

  • Yes, information shared in sessions with our tax team stay between you and them. Safe spaces to talk about money are hard to find, so it’s really important that you know that we will keep everything private and confidential.

  • Fill out our intake form here to tell us about yourself and your tax needs. It only takes 4 minutes.