Assess
Schedule a Call
Meet Megan and let her know what you are looking for. She’ll help determine if Trajectory Tax is a good fit for you.
IRS Enrolled Agent for professionals with complex finances
What if you looked
forward to tax season?
It’s a bold idea, but we think it’s possible. Even for you. Set a course for an April you can enjoy.
Schedule a Zoom Call
A clearer course to April
illustrativeYour tax-season flight chartCourse waiting
No more dread when it comes to taxes.
A first call is where a clearer course begins.
Illustration. Not a forecast.
Assess · Schedule a CallAim · Share the DetailsAccelerate · Relax and Enjoy
Understand your taxes, feel confident they’re done right, and enjoy April again.
Plot the course.
Let April get easier.
Professional tax accounting made easy, even when your situation is complex.
Aim
Share the Details
Send your prior year’s tax return. Our starting point will be right where you left off.
Accelerate
Relax and Enjoy
Get your taxes filed on time with the maximum tax benefits. Each year is easier than the last.
Experience
the Trajectory
difference.
Tax season is one part of the picture. Your goals carry on through the rest of the year.
Streamline the process
Let us handle the complex paperwork and calculations, so you can focus on what you do best.
Maximize your savings
Applicable deductions help you keep more of your hard-earned money.
Gain peace of mind
Your tax return is accurate, compliant, and in the hands of trusted professionals.
Receive personalized guidance
Work with Megan Abbott, an Enrolled Agent and CERTIFIED FINANCIAL PLANNER™.
Build a lasting partnership
Support for your long-term financial success continues beyond tax season.
A plan for your
kind of complexity.
Personal and business taxes, with preparation, ongoing planning, or a project focused on your needs.
Personal Taxes
Tax Prep
Yearly- File your tax return
- Calculate Safe Harbor quarterly payment
Tax Planning
Annual Retainer- Tax Prep Plus
- Two hours of tax planning
- Year End Tax Calculation
Tax Strategy
Project Based- Services and scope determined based on your needs.
Business Taxes
Tax Prep
Yearly- File your tax return
Tax Planning
Annual Retainer- Filing of 1040 return
- Filing of business return
- Reasonable Comp Analysis
- Two hours of tax planning
- Reviewing of tax letters
- Monthly tax monitoring
- Calculating quarterly payments based on current P&L
- Submitting 1099s
Tax Strategy
Project Based- Services and scope are customized according to your needs.
Start with a conversation about what you’re looking for.
Schedule a Zoom Call
I’m Megan.
EA, CFP®, MBA, MA
“My mission is to add goodness in the world through tax services. You have to do taxes, but they don’t have to be miserable.”
I take the dread out of taxes. Before personal financial planning, I spent a decade in healthcare corporate finance as a Director of Finance and Director of Strategy.
I’m an IRS Enrolled Agent and a CFP® professional. I hold the Series 65 license, and earned my MBA and MA in International Development at the University of Denver.
I love real estate and working with people who own rentals. I’m working toward my Certified Commercial Investment Member (CCIM) designation.
IRS Enrolled AgentCFP® professionalSeries 65
Schedule a Zoom CallYour time is precious.Don’t waste another minute worrying about your taxes.
Schedule a Zoom CallTrajectory TaxLook forward to April.