Tax Planning Solutions

Top Pro

$500

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Responds in about 2 hours

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About

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 208 times

1 similar job done near you

Background checked

9 employees

7 years in business

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Top Pro status

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

2024

2023

2022

2021

2020

Services offered

Employment status

Customer is self-employed

Customer is not self-employed

Work location

I work remotely (phone or internet)

Projects and media

1 photo

Projects and media

1 photo

Reviews

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

Excellent 4.9

93 reviews

5

98%

4

1%

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1

1%

Read reviews that mention:

Helle L.

Jul 18, 2025

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Hired on Thumbtack

Individual Tax Preparation

McAllister R.

Apr 22, 2025

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Hired on Thumbtack

Individual Tax Preparation

Shon B.

Apr 1, 2024

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Hired on Thumbtack

Individual Tax Preparation

Ryan C.

Apr 8, 2025

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Hired on Thumbtack

Incredible experience with Jason and team. Changed my entire view on the process of taxes. It was all super seamless.

Individual Tax Preparation

Ed G.

Apr 11, 2024

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Hired on Thumbtack

We’re very happy with Tax Planning Solutions. Blake is our advisor and he’s been great to work with. Very knowledgeable, responsive and a great overall value. We saved well over 50% versus the tax prep firm we’ve been using for years and Blake got our return done and filed within 3 weeks of initial contact. We’re filing on time, without needing an extension, for the first time in 10+ years (some of that was our fault by getting our old firm the info they needed earlier, in all fairness). Plus TPS has a sister company that provides financial planning services, of which we’ll be taking advantage.

Individual Tax Preparation

Credentials

Background Check

Jason Kuennen