My Financial Coach
@MFC_Planning
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We are CFP® professionals with secure online tools and account aggregation platform
Phoenix, AZ
Joined October 2018
See the difference in this Psychiatrist's practice before and after a bookkeeper -- business deductible amounts increased significantly without any other changes! Full webinar replay here: https://t.co/wB9NPiyR4t
#mfc #bookkeeping #medical #healthcare #mentalhealth
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Why did My Financial Coach implement a bookkeeping service anyway? Learn about how $16,000 in deductions, tax savings and corrective write offs were discovered thanks to working with a bookkeeper. Watch replay: https://t.co/wB9NPiyR4t
#taxes #bookkeeping #businessowner
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Health and Medical Related services were the top industry in need of a bookkeeper: protect yourself against possible audits - discover opportunities for deductions previously overlooked. Watch: https://t.co/wB9NPiyR4t
#physician #practice #medical #doctor #practiceowner
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In this webinar replay, listen to case studies where bookkeeping positively impacted business owners and contractors for the better – resulting in several thousands in taxes saved: https://t.co/wB9NPiyR4t
#bookkeeping #mfc #smallbusiness
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Instead of spending 15+ hours a week sorting receipts and reconciling accounts, you’ll have your figures organized by professionals who are trusted by CEOs and CFOs—be tax-ready year-round. Register for event: https://t.co/kUoIsWt7vv
#bookkeeping #mfc #webinar
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Qualifications: - Must have CFP® - Experience working in a start-up environment is highly desired, hopefully wearing multiple hats Learn more: https://t.co/kor0naDLlB
#hiring #job #financialcoach
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Register Here: https://t.co/kUoIsWt7vv Stay for the Q&A at the end. #bookkeeping #bookkeeper #medicalpracticeaccounting #doctorfinance #practicebookkeeping
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Have you checked for cobwebs on your tax plan lately? 🕷️🕸️🤔 If what you find gives you a fright, don’t worry — no magic spells required! Having proactive strategies in place can chase away any “monsters” lurking in the shadows. Get in touch with our tax professionals! 🎃👻🦇
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Team day lunch celebrating our new colleagues! Giving a warm welcome to John Polk, our Tax Attorney, as well as Anbu Chandran, our Tax Planning Associate.
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We are proud to sponsor the 2025 AAPL Fall Institute in Scottsdale, AZ. Come visit us at our booth during this incredible event! (Will you be joining MFC at Postino in Kierland Commons this afternoon? Swing by our booth for more information to RSVP!) #AAPLFallInstitute25
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You know the value of regular health check-ups — but what about financial ones? Learn how to run your own “at-home financial tests” to spot issues early and strengthen your financial health. Read article 👇 https://t.co/AcHSY5f9rS
physicianleaders.org
This article uses a scientific approach to help you assess your personal finances, much like health check-ups, offering tips to detect and address financial distress.
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Welcome to the team! Meet our in-house tax attorney, John Polk. Read more about him and his role in our Tax Planning and Filing Membership here: https://t.co/YvGKhzqRk9
#tax #taxattorney #taxlawyer #mfc
myfinancialcoach.com
If you have any questions about our tax planning or bookkeeping, or would like to get started with financial planning to see if financial planning may be of interest for you,
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Looking for a Tax Planning Associate Preferred: - PTIN Number - 1 year + experience with Holistiplan Tax Planning Software - Bilingual in other languages Apply: https://t.co/61evqIMvop
#hiring #mfc #taxplanning #jobs
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It's been a fantastic experience at the ACS Clinical Congress event hosted by @AmCollSurgeons We are so thankful for the opportunity! Swing by the RAS Lounge for our next presentation Mon. 10/6, 2:30 pm “Tax Strategies for Employed Surgeons” #ACSCC2025
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If you filed for an extension, your CPA needs final numbers now. Work with a Bookkeeper: https://t.co/t27yMqEudi
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In Phoenix #arizona? Have more than 3 years of work experience with tax filing? We're #hiring, ask about our "Tax Planning Associate" role. Be familiar with the Holistiplan Software, and have a PTIN Number https://t.co/61evqIMvop
#job #taxfiling
myfinancialcoach.com
Come work for a company with the independent spirit of a startup, but with the benefits of a more traditional corporate company.
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Individuals providing contract labor understand that mismatches between payroll records and the 1099 log can lead to IRS notices or disputes with contractors. Make tax season stress free by working with our bookkeeper: https://t.co/t27yMqEudi
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Thank you to @JordanFreyMD for the opportunity to do the recent webinar: an in-depth exploration of strategies designed to financially empower healthcare leaders through tax planning. The webinar replay is now available here: https://t.co/hraR9wK2nt
myfinancialcoach.com
Learn how to tax plan and maximize retirement contributions using options like 401(k), 403(b), 457(b), and non-qualified deferred compensation. Gain proactive strategies to secure your financial...
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We welcome back Chris Pfanstiel from @AxiasWealth to the podcast and ask him about updates surrounding student loans, repayment methods and other general strategies that can help students: https://t.co/2ZtEWtWqW4
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