Increase Your Returns Using Married Filing Separately Analysis
They said it can’t be done? You don’t need to be afraid of filling taxes separately as a couple, we at Magni Tax Experts do it successfully all the time.
The numbers speak for themselves
$8,798,000
of tax saving opportunities identified
2000+
tax fillings completed
500+
happy households served
We understand your feelings, we've been there
You feel confused by hearing conflicting advice whether you should file jointly or separately
You feel concerned about loosing certain tax benefits that are important to you and your partner
You feel worried because lack of information opens disagreements and tensions within your relationship
You feel overwhelmed by the complexity of the U.S. tax code.
Get your taxes done without headaches
Say no more to faulty tax advice.
You will receive a thorough analysis and a clear plan to maximize your tax benefits while minimizing your tax liabilities.
Get personalised expert approach
We have extensive experience in both joint and separate fillings, and can determine which is the best solution for your situation.
Maximize your tax returns every year
You know you deserve it. Our dedicated team will leave no stone unturned to ensure you receive the maximum tax returns.
This is how our collaboration will look like
01
Clarity chat
You'll share your situation with us while we get to know each other. If it feels like a good fit, we'll outline clear next steps together.
02
Preparing files
After you send us the files, we'll carefully review them and explore every opportunity to maximize your tax return. When it’s done, we’ll give you a call.
03
Review time
We'll be available to answer any questions you may have before you approve the files. Additionally, we'll provide a brief 10-minute video review along with a handy PDF summary for your convenience.
04
Successful Submission
After you've signed off on the work, rest assured, we'll handle the rest. We'll submit your documents to the tax authorities on your behalf.
Married filing separately analysis fee
Make an investment in yourself and reclaim your time and energy. Let us handle your taxes for you!
Married Filing Separately Analysis
$995
one time fee
Determine whether to file joint or separate
Compare higher cost of MFS versus lower loan payments
Run a multi-year projection to see what's most advantageous
i want it
Clients like you trust us because we understand your needs.
Your local CPA or do-it-yourself tax softwares do not understand the nuances of taxes. We are committed to providing you with honest, transparent, and clear advice.
Our goal is to put your hard-earned money back in your pockets.
Focus on your life! Leave taxes to us and start thinking where to invest the money you will save.
You will receive straightforward guidance without all the technical jargon. Period.
Married and need to file separately or jointly?
We have extensive experience in both and can determine which is the best solution for your situation.
"Despite the complexity of my loans, multiple income sources and PSLF plans, they have made tax filing as easy and painless as possible."
Nicole Schreiner
Meet your team
We are Ben, Andrew, and Erin, your team of Magni Tax Experts. Our mission is to help you understand your tax situation so you can feel confident, improve your financial situation, and live a life outside of your loans and taxes.
get to know us better
Ben
Andrew
Erin
Don’t take our word for it
Here is what some of our 500+ clients have said about working with us.
"Magni Tax Experts has done an amazing job. Despite the complexity of my loans, multiple income sources and PSLF plans, they have made tax filing as easy and painless as possible. I highly recommend them to anyone with student loans or just anyone who wants a true expert doing their taxes. They are the best!"
Nicole Schreiner
"Magni Tax Experts have been an absolute lifesaver for us! When we were struggling with tricky student loan questions, they swooped in with their expertise and clarity. Three years down the line, they're still our go-to for tax help, consistently providing thorough and detailed assistance. Their dedication and reliability make them a top choice in our book."
Mitchell McLaughlin
"We have used Magni Tax Experts for the last few years and my only regret is not finding them sooner! They are so professional, answer as many questions as needed and genuinely care about you. With our previous accountants, we just seemed like a number to them but with Magni, we feel like they genuinely know us and our family and truly want the best for us. Highly recommend!"
Mandy Burnham
"This team has had an incredible impact on my finances and thus on my life. They are the most highly skilled professionals I have encountered in the financial industry. I cannot recommend them highly enough!"
John Bucher
Schedule a no-obligation, FREE 15-minute call to get clarity on your tax situation.
Join The Waitlist
All of our current Introductory Conversations for the 2024 Tax Season are booked at the moment.
At this time, we will NOT be able to complete your taxes before the tax filing deadline of April 15, 2025. You do have the option to extend the filing, having your taxes completed after the deadline. You can expect correspondence when we are available and able to take introductory calls again.
By submitting your name, email and phone number in the form below, we can add you to our Waitlist so that we can be sure to reach out to you in the months to come.
Thank you so much!
We will get back to you in the months to come.
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Not sure if this is for you?
We've got you covered.
Who is this for?
If you don't have time or energy to deal with taxes on your own, we are here to help you. We made it easy and risk free for you to see if we are can help you with your specific situation: Book a 15-min call with us to discuss your options obligation-free.
What will I get on the 15-min free call?
Free 15-min call is for you if you want to get clarity on your situation. Together, we will explore solutions that can positively impact your finances. We are here to help, not to sell, so this call is obligation-free.
I want the best service and price for my situation - will it pay for itself?
With a proven track record of overseeing $5 million in student loan debt and identifying $8.7 million in tax-saving opportunities for over 500 satisfied clients, we're confident our services are a worthwhile investment that pays for itself in both financial benefits and peace of mind. Let's chat!
There are many student loan advisors out there - can I trust your advice?
We successfully helped over 500 households with more than 2000 tax fillings. In the process we have overseen $5 million of student loan debt which is approximately $250K per loan borrower. Our clients trust us for a reason: we deliver results. But every situation is different so book a free 15-min call with us to see if we can help you.
I just don't have time to figure this out. Can you deal with it for me?
With pleasure. We know how stressful filling taxes can get. As our client Nicole said: "they have made tax filing as easy and painless as possible", our goal is to do the same for you. Let's chat!
Still have a question?
Drop your question to this email: info@magnitaxexperts.com and we will get back to you within 24 hours.