Master Plan Tax Solutions

Feb 2024

Excellent client service. This is my first year using Master Plan Tax Solutions and I am well pleased with their level of proficiency and professionalism. My search for a long-term, trustworthy tax firm is over. I worked with Jeremy and he was highly organized, timely, detail oriented, and incredibly knowledgable about Internal Revenue Codes. Most importantly, he provides year-round tax advice and services giving me peace of mind, not just in tax season. Highly recommended.

Feb 2024

I was pleased with all of the information provided. It was clear to me what the services would be, and I feel like they will relieve me of all of the anxiety that goes with filing a tax return.

Jan 2024

Referred by Ramsey Solutions through their trusted TaxPro referral service. Although we’re confident with doing simple taxes, our situation got more complex with starting a rental business and moving states mid-year. During our initial eval, I felt that we received crucial tax savings opportunities that TurboTax or another tech solution would not have provided. The tax advice given resonated with us. We’re excited to use this service for the first time in 2024 and let the professionals navigate us through a stressful tax season, and for assistance being proactive planning for tax year 2025.