Live a Life
Outside of Your Loans
The Student Loan Tax Experts team is successfully navigating $50 million in student loans across 500+ households. We will help you reduce your financial burden, so that you can focus on your life.
The numbers speak for themselves
$50,000,000
of student loan debt overseen
$250,000
average student debt per person
500+
happy households served
We understand how you feel because we’ve been in your shoes
You don’t want to ruin your financial progress because of a wrong repayment plan
You don't want to spend countless hours filing forms when your partner/
kids/dog needs you and your time
You want to pay off your student loans as quickly as possible because your LIFE is happening
You don't want to pay a single penny more than necessary
Your ideal life is closer than you think
Focus on your life, leave taxes to us.
Complete your annual state and federal tax filings, amend prior returns, or find the best student loan payment plan for your situation. We figure it out so you don't have to.
Keep more money in your pocket
We have overseen $50 million in student loan debt or an average of $250,000 per borrower. Schedule a free call with us to explore options for your situation.
Get a clear path to financial success
We know that navigating student loans AND taxes can be frustrating. Let us help you find the best plan for your student loan situation, AND we will file your taxes for you.
Clients like you trust us because we understand your needs.
Your local CPA or do-it-yourself tax softwares do not understand the nuances of student loans. We are committed to providing you with honest, transparent, and clear advice.
Our team is the best in the country for navigating the complexities of student loans and taxes.
You will receive straightforward guidance without all the technical jargon. Period.
Married and need to file separately or jointly?
We have extensive experience in both and can determine which is the best solution for your situation.
"Despite the complexity of my loans, multiple income sources and PSLF plans, they have made tax filing as easy and painless as possible."
Nicole Schreiner
Services tailored to you
Tax Preparation
$699
*starting at
File Federal and State tax forms.
Review prior year tax filing
Identify tax savings opportunities
Adjust tax withholding (W-4) as needed
i want it
Amend Prior Tax Filings
$699
*starting at
Adjust prior filings to capture missed opportunities
Correct mistakes found in earlier filing
Settle tax notices from the IRS if sent
Change filing status
i want it
Married Filing Separately Analysis
$995
one time fee
Determine whether to file joint or separate
Compare higher cost of MFS versus lower loan payments
Run a multi-year projection to see what's most advantageous
i want it
Basic
$1149
per year
Year-to-date review with tax projection
Prior year tax review
Federal, state, & local filings
W2 wage earner
Itemized deduction
Taxable investment accounts
Married filing separately (Common Law States)
Unlimited year-round messaging
One video call
Up to 6 hours of working with the IRS or state notifications for resolutions
i want the basic plan
Standard
$1599
per year
All Basic services included
Full time freelancer or Independent Contractor
Full time Schedule C business owner or Single member LLC
Rental property owners
Married, filing separately (community property states)
i want the standard plan
Business
Custom
ask for a quote
All Basic and Standard services included
S Corp (Personal and Business)
Partnership (Personal and Business)
i want the business plan
Not sure which service is right for you?
Schedule a free call
Let’s find out the best solution for you, without obligations.
Meet your team
We are Ben, Andrew, and Erin, your team of student loan tax experts. Our mission is to help you understand your student debt and taxes so you can feel confident in your plan, improve your financial situation, and live a life outside of your loans.
get to know us better
Ben
Andrew
Erin
Don’t take our word for it
Here is what some of our 500+ clients have said about working with us.
"Student Loan Tax Experts has done an amazing job. Despite the complexity of my loans, multiple income sources and PSLF plans, they have made tax filing as easy and painless as possible. I highly recommend them to anyone with student loans or just anyone who wants a true expert doing their taxes. They are the best!"
Nicole Schreiner
"Student Loan Tax Experts have been an absolute lifesaver for us! When we were struggling with tricky student loan questions, they swooped in with their expertise and clarity. Three years down the line, they're still our go-to for tax help, consistently providing thorough and detailed assistance. Their dedication and reliability make them a top choice in our book."
Mitchell McLaughlin
"We have used Student Loan Tax Experts for the last few years and my only regret is not finding them sooner! They are so professional, answer as many questions as needed and genuinely care about you. With our previous accountants, we just seemed like a number to them but with SLTE, we feel like they genuinely know us and our family and truly want the best for us. Highly recommend!"
Mandy Burnham
"This team has had an incredible impact on my finances and thus on my life. They are the most highly skilled professionals I have encountered in the financial industry. I cannot recommend them highly enough!"
John Bucher
"We LOVE Student Loan Tax Experts. Ben and his team are wonderful knowledgeable professionals who advised us well and resolved the multitude of little issues and details we had with our multiple businesses, income streams, and student loans. We would highly recommend them to anyone!"
Bilyana McLeod Petkova
Schedule a no-obligation, FREE 15-minute call to get clarity on your student loan situation.
Not sure if this is for you?
We've got you covered.
Who is this for?
If you don't have time or energy to deal with taxes on your own, we are here to help you. We made it easy and risk free for you to see if we are can help you with your specific situation: Book a 15-minute call with us to discuss your options obligation-free.
What will I get on the 15-minute free call?
Free 15-minute call is for you if you want to get clarity on your situation. Together, we will explore solutions that can positively impact your finances. We are here to help, not to sell, so this call is obligation-free.
I want the best service and price for my situation - will it pay for itself?
With pleasure. We know how stressful filling taxes can get. As our client Nicole said: "they have made tax filing as easy and painless as possible", our goal is to do the same for you. Let's chat!
There are many student loan advisors out there - can I trust your advice?
We successfully helped over 500 households with more than 2000 tax fillings. In the process we have overseen $5 million of student loan debt which is approximately $250K per loan borrower. Our clients trust us for a reason: we deliver results. But every situation is different so book a free 15-min call with us to see if we can help you.
I just don't have time to figure this out. Can you deal with it for me?
With pleasure. We know how stressful filling taxes can get. As our client Nicole said: "they have made tax filing as easy and painless as possible", our goal is to do the same for you. Let's chat!
Still have a question?
Drop your question to this email: info@magnitaxexperts.com and we will get back to you within 24 hours.