Who We Work With
Disney Vacation Club (DVC) Members
We love hanging out at Top of the World and getting free snacks in the EPCOT lounge just as much as you do!
You understand the long-term value of money, and you’re likely looking for ways to save on your taxes today and tomorrow.
We can help you navigate whatever plans you have for the future, as well as any challenges you’re facing today.
Welcome Home!
Annual Passholders
There’s nothing more fun than stopping by Animal Kingdom or EPCOT for lunch just because you can (and the discounts are pretty nice, too)!
But, we know that your taxes aren’t nearly as fun as park hopping on a Sunday afternoon during the off-season.
That’s where we come in. We’ll help you to make sure that you give less of your money to Uncle Sam (so you can give more of it to Mickey!).
Let’s put some pixie dust on your taxes!
Disney Travel Agents
You’re waking up early to make dining reservations for your clients. You’re posting on social media every day to help build up your client base. You’re dealing with everyone who thinks you can find them a deal that nobody else can get.
The last thing you want to do is worry about your taxes. And since the IRS considers most travel agents to be business owners, you’re probably wondering what counts as a business expense that you can deduct on your taxes.
We’ll help you walk through all the complexity and challenges of filing your taxes as a travel agent.
Disney Employees
You work tirelessly to make the magic happen for all of us. Isn’t it time that someone made some magic happen for you?
Working for The Mouse isn’t always easy, and neither are your taxes. Withholdings, retirement plan contributions, stock options, oh boy!
Let’s make your life a little easier by simplifying your taxes and helping you live your own happily ever after!
Book your intro call today!
Let’s take a look at last year’s tax return and get a better idea of your current situation so that we can start planning on saving you on taxes - not just today, but also for tomorrow.