Reviews for Tax Plan, LLC

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  • Jan 2024

    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

  • Aug 2023

    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.

  • Aug 2023

    Steve has been doing my taxes for years now. My taxes weren't simple some years. (1099s from many sources, my own freelance work, filing in Michigan and Illinois, other oddities) he always did a good job. He also gave me good paperwork for my archives. Overall premium tax prep.

From Tax Plan, LLC

Tax preparation, audit representation, prior year filing, small business taxes, tax planning... with foresight and a competent preparer, there's strategies that can save thousands of dollars than most don't realize. My goal is to make sure that taxpayers don't pay a dollar more in taxes over their lifetime than they are legally required to - if you insist on paying more than you have to - I'll insist you do it separately from your taxes so that we might be able to claim it as a deduction for your current tax year.

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Tax Plan, LLC

1960 Broadstone Rd, Grosse Pointe Woods

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