LifePlan Tax Services

Welcome to LifePlan Group’s new income tax preparation services. Please watch this brief video introduction to our new tax service before filling out the form below. 


If you want to further explore having LifePlan facilitate your tax preparation this year, we have a brief tax snapshot form we need you to submit. This has a few very simple, mostly YES or NO questions, and you will need your 2018 1040 tax return in hand to complete them.

Tax Snapshot


On the outside column of your 2018 1040 form do you have entries on any of the following lines: (if you do, we may need to allow more time to assist processing your return)