CapellaTax Network™ is the industry leader in pre-paid tax preparation and advice services. In addition to online enrollment to the general public, our program is offered by employers and credit unions of all sizes to individual employees/members on a voluntary basis. Individuals who enroll pay a monthly fee via payroll deductions, checking account debits or PayPal transactions on a personal credit card. In return, members select a CPA from our network and receive the preparation of their next tax return and 90 minutes of tax advice and planning services throughout the year. Network CPAs may offer enhanced services to the member for an additional fee.
Our mission is to help our members establish a year-round, long term relationship with a trusted advisor for:
- Preparation of their annual tax return
- Proactive tax planning
- Optimization of existing tax-saving programs such as flexible spending accounts, health savings accounts, 401(k)/403(b) plans
- Guidance on tax implications of unexpected events
- Improved “financial wellness”
Enhance our clients’ benefit packages with a meaningful offering that all members can take advantage of.
Our tax professionals are the most important component of the CapellaTax Network™. Our network CPAs care about quality and provide a superior level of customer service. The network is designed to ensure geographic balance and a meaningful volume of members for each CPA. We are dedicated to a supportive partnership role with our tax professionals and will actively solicit and act upon their feedback.
The requirements for becoming a CapellaTax Network™ CPA are:
- Professional work environment
- Background check
- Appropriate licensing
- Professional affiliation
- Service-driven philosophy
“Wellness” and “Financial Wellness”… There is a correlation:
According to the MetLife 2010 American Dream Study, a financially healthy employee can save employers up to $2,000 per year through increased productivity and reduced healthcare costs. There is also an association between health risk and the kind of stress experienced with financial struggles. The 9th Annual Employee Benefits Study shows that employees who say they are not in control of their finances, or who live paycheck to paycheck, are more likely to report worse physical health than those not similarly stressed.