Tax Plan, LLC provides comprehensive tax services, including tax preparation, audit representation, and prior year filing. Their expert preparer helps clients save thousands of dollars by identifying strategies that others may overlook. With a focus on tax planning and foresight, Tax Plan, LLC ensures that taxpayers only pay what they legally owe. Their services extend to small business taxes, and they have expertise in handling complex situations. Clients appreciate their prompt, efficient, and reasonably priced services, which make tax preparation a painless process. With a passion for their work, Tax Plan, LLC has earned a reputation as a trusted and knowledgeable resource for individuals and businesses alike.
Stephen knows his craft, he loves the tax laws and working them to your advantage. Where others fill in the blanks, Stephen drives deeper to look for the best alternatives, questioning the standard quo, and smiles throughout the process. He loves his work. Don't let taxes scare you, Stephen thanks for helping protect our personal and business needs!
Steve is an incredibly knowledgeable resource when it comes to preparing taxes, as well as for making sure you have the right strategy. He helped me launch my business the right way, avoid rookie mistakes, and has also been my trusted personal tax preparer for years. Through my highest and lowest income-years in the past decade, he's helped me clearly understand my obligations and helped me meet them in the most ethical, efficient and timely manner possible. I'd recommend Steve to anyone - from the simplest situation to the most complicated. He is a true student of the craft, his passion for his work is clear, and there's no better pro to have in your corner when you're...read full review
Steve has been my trusted tax advisor and preparer for many years now. His work is always extremely prompt and very efficient with minimal effort from me and zero follow-up needed from my end. I hate paperwork and he always makes it painless, for a very reasonable price. I always recommend him to everyone I know, no matter how complicated their situation is.