Welcome to Master Plan Tax Services





Tax File Preparation Services

We prepare individuals, families, business and organization federal and state tax filings.

Bookkeeping and Payroll Services

We serve businesses with their bookkeeping and payroll 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.

Tax efficiency in your investing and retirement planning

You may have heard the saying, “It’s not always how much you earn—it’s about how much you keep!” If you’re retired or you plan to retire in the future, you may have questions about tax efficiency in your investing and retirement planning. If you have assets in...

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What is Comprehensive Financial Planning?

Comprehensive financial planning involves a detailed view of your financial situation. It is the act of planning and addressing your economic events. To determine your actual financial condition, a financial planner does a comprehensive analysis. Comprehensive...

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What Is A Certified Financial Planner?

When you are eager to develop a financial plan that will carry you through the years with peace of mind, it is vital you place your trust in a professional who has the training, experience, and knowledge needed to help you make the best decisions. In many cases, this...

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