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Elevate Tax Solutions

Our Mission

At Elevate Tax Solutions, our heartfelt mission is to be your unwavering support on the journey to financial empowerment. We recognize that everyone has unique aspirations when it comes to enhancing their financial status, whether you're considering entrepreneurship, facing major life changes like a divorce, anticipating the arrival of your first child, or navigating the complexities of retirement.

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Our Purpose

 As your financial champion, our role goes beyond offering exceptional tax and financial education services; it's about standing shoulder-to-shoulder with you as you navigate your distinct financial path through collaboration and mutual support.

Tonie's Story...

Tonie Roland is not merely an advocate for financial planning, with tax preparation at the forefront—she is a beacon of inspiration. Tonie's core message is clear: It's never too early or too late to take control of your financial future. Recognizing the unique financial aspirations of each individual, whether they are embarking on entrepreneurship, navigating life changes, or planning for retirement, Tonie is here to be your steadfast ally. With Tonie at Elevate, you now have a financial coach that offers exceptional tax preparation along with financial education to help you build a future where your financial dreams are not mere aspirations but achievable realities.

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Tonie’s demonstrated passion for seeing others succeed, along with her relatability and expertise in tax planning, positions her as a catalyst for change. She encourages individuals to bet on themselves and step into entrepreneurial endeavors. She aims to empower them to redirect tax savings toward opportunities for income growth, emphasizing the importance of retaining hard-earned income and understanding the tax system's nuances.

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With over 35 years of dedicated government service, Tonie skillfully navigated the intricacies of the child support system and the Internal Revenue Service before retiring in 2023. Her roles spanned customer service, interviewing, mediation, and financial analysis. In addition, she gained valuable experience as a tax preparer with H&R Block and ventured into small business ownership alongside her 9 to 5. These diverse experiences provide her with a distinct understanding of how strategic tax preparation is fundamental to effective financial planning.  

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Having navigated her financial journey marked by highs, lows, and endeavors to create additional income, Tonie intimately understands the financial challenges that people face. This empathy makes her a relatable guide and mentor and informs her commitment to understanding personal finances—regardless of economic background. Through motivating her clients and addressing obstacles hindering them from planning their financial futures, Tonie shares the transformative power of strategic tax and financial planning. 
 

Contact

I'm always looking for new and exciting opportunities. Let's connect.

586-804-7466

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