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Took care of my taxes hassle free and convenience of using zoom instead of visiting their office. They respond to my emails or questions quick.
I have been using Master Plan Tax Solutions for several years now. I have several real estate properties and it was getting more and more complicated and I was not comfortable doing it myself with TurboTax any longer! Their portal is so easy to use and they are very professional (thanks Preston for being so prompt always!). Very reasonably priced for what they provide. Highly recommend.
The team at Master Plan Tax is exceptional! Jeremy is a proven expert in the field. He has done a great job for my family for years. I can't say enough good things about his company. I highly recommend you consider using Master Plan Tax service. You will not be disappointed.
Excellent customer service and prices. I’ve been using Master Plan for years and just now moved the office over to them. Easy to communicate with and send your data in. THANK YOU MASTER PLAN
Jeremy and his team have been amazing throughout our entire process! Every person we've dealt with have been super helpful and treated us as if we were their most valuable client. Super excited to partner with them!
Master Plan Tax Solutions has much to offer you - whether a small business owner needing help with bookkeeping or payroll…or an individual needing tax help or an IRS issue. Jeremy and Scott and the team at Master Plan should definitely be included in your process
Using Master Plan Tax Services has been the largest waste of my time and money. Any person standing on the side of the road wearing a Statue of Liberty costume can do a better job.I came to them because the are a Ramsey Trusted ELP. What I learned is that they shouldn’t be trusted at all.Their communication skills while preparing my taxes was ZERO.. Then followed up with a huge bill from the IRS because they made an error on my filing.Michael Lawrence sent an email stating what he thought the problem most likely was, and it was clear that he had the documents and information that he needed to begin with.Instead of helping me correct the mistake they made on my filing, they ghosted me and left me to find another tax preparer that could fix their errors.
The entire team is incredibly helpful and diligent in their work. I'm looking forward to continuing to work with them.
Very knowledgeable, quick and friendly service. They have prepared my taxes for three years now. The best tax preparation service I've ever used.
For the past three years, including this year, I have used Master Plan Tax Service. My CFP recommended me to Jeremy, who was really helpful during my first year with them when I had numerous challenges. Every year since then, I've had a wonderful experience working with them. They have helped me avenues to save tax dollars each year. Sudha has been great to work with.
Master plan is a GREAT company! Very knowledgeable, friendly, innovative, professional and they DO what they say they are doing to do for you. They help make things clear and teach you along the way. You won’t find anyone better to help you with your tax service needs.
Wonderful service!Amy and Preston guided me through the process. My tax return was completed promptly and at a reasonable price--about $150.00 less than former company . I also really liked the convenient location.
I had all of my questions answered...plus a few I hadn't thought of. I felt like I was in good hands!
Tax File Preparation Services
We prepare individuals, families, business and organization federal and state tax filings.
Financial Planning/Investment Advice
We serve individuals with their investment and financial service needs.
IRS Representation Services
We’re able to represent individuals, families and small businesses in the event of an IRS audit or in tax court.
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