Tax Planning Solutions

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$400

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Introduction: We help save you taxes by taking a proactive tax planning approach. Everybody’s tax situation is unique. Most people don't even think about their taxes until its tax time. Unfortunately, there is not much that can be done to help you save for last years taxes. Even your best CPAs at this point are historians. Our systematic approach allows our clients to proactively come up with strategies to help reduce and/or eliminate taxes either now or in the future.

Overview

Current Top Pro

Hired 174 times

1 similar job done near you

Background checked

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9 employees

5 years in business

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Top Pro status

Top Pros are among the highest-rated, most popular professionals on Thumbtack.

2020

2021

2022

Featured Projects

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Specialties

Special tax situations

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Reviews

Customers rated this pro highly for professionalism, responsiveness, and work quality.

Excellent 4.9

78 reviews

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Read reviews that mention:

Anna S.

3 weeks ago

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Hired on Thumbtack

I had complicated two-state taxes and Tax Planning Solutions did an incredible job correcting it and maximizing my refund. Everything was smooth, well-communicated, thoroughly explained. Would use them again!

Individual Tax Preparation

Cynthia C.

Jul 26, 2023

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Hired on Thumbtack

Gabriel at Tax Planning Solutions was very professional, knowledgeable, and amended our tax returns saving us thousands of dollars! We also plan on using their financial planning services. I would highly recommend this company.

Individual Tax Preparation

Abnerson M.

Jul 26, 2023

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Hired on Thumbtack

Jake did an in-depth analysis of my taxes. I’ve never had anyone explain in detail what’s going on with each line. I would recommend their service.

Individual Tax Preparation

Mo S.

May 7, 2023

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Hired on Thumbtack

Great experience. Got in touch with them the day before the deadline and they were able to assist and get my taxes filed on-time.

Individual Tax Preparation

Alea C.

Mar 13, 2023

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Hired on Thumbtack

Jason was fantastic to work with! Outlined everything clearly and promptly, and was very transparent with everything. Definitely worth it if you need assistance with any tax items!

Individual Tax Preparation

Credentials

License

License Type: Investment Adviser Representative (MI)

License verified on 8/13/2023

Background Check

Jason Kuennen