Free Tax Savings Check for W-2 Earners, Retirees & Business Owners
Answer a few quick questions and see where you may be overpaying in taxes, from Roth conversion timing to retirement income and business owner strategies. Free, no obligation, about 5 minutes. From Larry Montgomery of Trusted Faith Financial in Joshua, Texas, serving clients nationwide.
Who It's For
W-2 Earners
See if your withholding, retirement contributions and benefits are set up to keep more of your paycheck.
Retirees & Pre-Retirees
See how Roth conversion timing, Social Security and retirement income choices could affect your taxes.
Small Business Owners
See whether your business structure, health plan and retirement plan are costing you more tax than needed.
How It Works
01
Answer a Few Questions
Share some basics about your income, retirement plans or business. It takes about 5 minutes.
02
See Your Results
Get a clear look at where you may be overpaying, from Roth conversion timing to retirement income and business owner strategies.
03
Book a Free Review with Larry
Schedule a no-obligation conversation with Larry Montgomery to walk through your results and next steps.
Frequently Asked Questions
Is it really free?
Yes. The Tax Savings Check is free to use and comes with no obligation. You can answer the questions, review your results, and decide for yourself whether a conversation makes sense.
Who is it for?
It is built for W-2 earners, retirees and pre-retirees, and small business owners who want to see where they may be overpaying in taxes. Clients are served nationwide.
Do I need my tax return?
No. You can complete the check with a general understanding of your income and situation. Having your most recent return nearby can help, but it is not required to get started.
What happens after?
You will see your results right away. If you would like to talk them through, you can book a free review with Larry Montgomery to discuss which tax strategies may fit your situation.