Aspiration Financial Services

02/07/2026

Tax season is open!

We’re now accepting clients for 2025 tax returns at Aspiration Financial Services.

$49 off for returning clients
$49 referral credit per filed referral

File today by clicking the link in our bio.

Questions?

📞 866-273-3237

02/07/2026

Tax season is officially here! 🎉

Aspiration Financial Services is now open and accepting clients for 2025 tax return preparation.

Returning clients receive $49 off their 2025 tax return, and you’ll earn $49 for every referral who files with us.

Appointments are filling quickly — schedule yours today:

https://www.aspirationfs.com/services-3

📞 866-273-3237

We are a Virtual Tax office and this section list our pricing, forms to complete and essential information regarding our tax prep services.

02/07/2026

If you claimed the Earned Income Tax Credit or the Additional Child Tax Credit and are wondering where your refund is, don’t panic. You can expect to get your refund by March 3 if:

• You filed your return online
• You chose to get your refund by direct deposit
• We found no issues with your return

However, some taxpayers may see their refunds a few days earlier. Check Where’s My Refund for your personalized refund date. Visit here for more info: www.irs.gov/refundtiming

02/02/2025

It's refund season and we're DTF (down to file)! Get started with Aspiration Financial Services and secure that refund. 🤑

We're also a Verified Pro with TurboTax.

01/30/2025

You can get an employer identification number, or EIN, for free from the in minutes. Apply online: www.irs.gov/ein

01/30/2025

🚨 Attention 1099 Contractors! 🚨

If you’re self-employed, a freelancer, or an independent contractor, tax season can feel overwhelming. Unlike W-2 employees, taxes aren’t automatically withheld from your earnings—meaning it’s up to you to file accurately and maximize your deductions.

At Aspiration Financial Services, we specialize in helping 1099 contractors navigate tax season with ease. We’ll ensure you:

✅ Report all income correctly
✅ Maximize deductions for business expenses (home office, mileage, supplies & more!)
✅ Stay compliant with IRS regulations
✅ Avoid costly penalties and surprises

Don’t wait until the last minute—let’s get your taxes done right! Contact us today to schedule your consultation. 📞💻

01/29/2025

For those needing help with their withholdings:

Steps to filling out the W-4

Step 1 is your filing status. You would enter Single/Married Filing Separately or Married Joint. If you would like a higher rate of taxes taken out, you could check the Single/MFS box even if you are married. I do not recommend checking the Head of Household as you may be under-withheld.

Step 2 is for Multiple Jobs or Spouse Works. You would check the box in 2c if there is another job on your return besides the one for which you are currently filling out the W-4. You would also check this box if you have a spouse with a job, investment income or you are owing at the end of the year even with your one job. This checkbox brings the withholdings back to the pre-2017 Tax Cuts and Jobs Acts withholding tables when the withholding was higher. I recommend checking this box.

Step 3 is for dependents. I recommend putting 0 in this box.

Step 4 is for other items. I recommend putting 0 in 4a and 4b. 4c is for extra withholding, a flat amount to take out of each paycheck. If you are already doing the above steps and still owing money, it would be a good idea to put an extra amount in this box that you would like withheld each payday.

If you are married, it would be a good idea to revisit your spouse's withholdings as well.

This isn't a one size fits all speak with your financial advisor to evaluate what works best for you.

Credit: Fagin EA

01/15/2025

reminds self-employed and others making estimated tax payments of the fourth quarter deadline on January 15. More info here: https://ow.ly/LqRP50UBiAL

01/15/2025

📢 Protect Your Identity This Tax Season with the IRS IP PIN! 💼🛡️

An Identity Protection PIN (IP PIN) is a 6-digit code from the IRS that adds an extra layer of security to your tax return. It helps prevent identity thieves from using your Social Security number to file a fraudulent return. Let’s break it all down for you:

Who is Eligible for an IP PIN?
• Victims of identity theft: If the IRS has confirmed you’ve been a victim, you’re automatically eligible.
• Anyone who wants extra protection: Since 2021, all taxpayers can voluntarily apply for an IP PIN using the IRS’s online tool.

How to Apply for an IP PIN:
1. Online Application
• Visit the IRS “Get an IP PIN” tool.
• Sign in or create an account through IRS.gov.
• Complete the identity verification process to receive your IP PIN instantly.
2. Alternative Options
• Paper Application: File Form 15227 if you’re unable to verify your identity online.
• Assistance: Visit an IRS Taxpayer Assistance Center (TAC) if additional help is needed.

Why It’s a Must-Have for Secure Tax Filing

✔️ Prevents Fraud: Stops identity thieves from filing a return in your name.
✔️ Required Once Issued: If you’re assigned an IP PIN, you must use it when filing your return—otherwise, your return won’t be accepted.
✔️ Peace of Mind: Provides an added layer of confidence that your tax return is protected.

💡 Important Note: The IP PIN changes annually, so make sure to retrieve your updated PIN every year.

Ready to take control of your tax security? Head to the IRS website today and apply for your IP PIN. 🔗📄

📞 Questions? We’re here to help! Reach out to us for guidance or assistance with your tax filing needs.

01/11/2025

🎉 Tax Season Starts January 27th! 📅💰

The IRS officially opens the 2025 tax season on January 27, 2025—it’s time to get those documents ready and maximize your refund! ✅ Whether you’re filing early or taking your time, starting now gives you a head start on a stress-free tax season.

💡 Pro Tips for a Smooth Filing:
• Gather your W-2s, 1099s, and other income docs.
• Double-check for deductions and credits (they add up!).
• Choose a trusted tax professional or file securely online.

💼 Want expert help? We’re here to make tax filing easy and hassle-free. DM us or click the link in our bio to get started today!

Don’t wait—let’s make this your best tax season yet! 🌟

02/20/2024

If you have tried to DIY your taxes on TurboTax and need assistance we have partnered with TurboTax as a Verified Tax Pro and can file for you on their platform as well.

Hello! I'm Andrea, the passionate mind behind Aspiration Financial Services where we turn tax complexities into peace of mind. With a deep-rooted love for numbers and a commitment to financial well-being, I bring a wealth of experience and expertise to the world of tax preparation. I specialize in p...

02/20/2024

We are still accepting new tax clients. Click the link to file with us virtually or in person. We file in all 50 states. https://linktr.ee/Aspirationfs?fbclid=PAAaYA2lAnJ_nMhWqSZqIJEmqkyoeq4vheDCgD_Tf0Bn7uskAWtG9xPMgSaJY_aem_AUXiuEyhW2piI0MAwO128zytTGnYNTibkZPXJG7yS4r3auJLVaxtVzhTTxyOYluGd44