Tax Planning Solutions
Tax Planning Solutions

Tax Planning Solutions

Offers remote services
Offers remote services
$400
estimated cost


Special tax situations

Responds in about 1 hour

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 94 times

1 similar job done near you

Background checked

9 employees

4 years in business

Social media

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Currently a top pro

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Jul - Dec

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Jan - Jun

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Current Top Pro

This pro indicated that they reviewed CDC safety guidelines for COVID-19 and pledged to do the following:

Maintain 6 feet of distance from customers

Disinfect surfaces touched during the job

Featured Projects

1 photo

Specialties
Special tax situations

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Reviews

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

Exceptional 5.0

50 reviews

5
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Read reviews that mention:


pro avatar
David A.
Apr 30, 2022
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Hired on Thumbtack

Hired on Thumbtack

Jason and the Tax Planning Solutions team helped me out of a last-minute bind before Tax Day this year. Saved me from making a costly mistake where I would have overpaid Uncle Sam by a significant amount. Really appreciated his responsiveness and professionalism throughout the whole process. Highly recommend speaking with him if you have any questions regarding capital gains, stock options and general tax planning / preparedness!
Individual Tax Preparation
pro avatar
Carol T.
Apr 27, 2022
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Hired on Thumbtack

Hired on Thumbtack

Jason was amazing at helping me get my taxes done! He was so knowledgable in my specific tax situations and ultimately saved me a ton of money. He was professional, timely, super responsive and overall great to work with. Extremely satisfied with using Tax Planning Solutions and will 100% be a repeat customer.
Individual Tax Preparation
pro avatar
Amy P.
Apr 22, 2022
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Hired on Thumbtack

Hired on Thumbtack

Jason (and Tax Planning Solutions) is a life saver - very responsive, fast, and knowledgeable! I had a complicated tax situation and large bill I wanted a second opinion on. I contacted him the Thursday before Tax Day, he was able to meet with me the next day (Friday), and my taxes were done by the filing deadline (Monday) for review! The best part was that he was able to reduce it! Definitely worth the price for me. I would highly recommend Jason and his team for anyone who needs an expert on their tax situation.
Individual Tax Preparation
pro avatar
Monica L.
Feb 24, 2022
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Hired on Thumbtack

Hired on Thumbtack

My experience with Tax Planning Solutions was great. They were super Professional and made the process of filing my taxes super easy. Would recommend.
Individual Tax Preparation
pro avatar
Scott W.
Sep 24, 2021
·

Hired on Thumbtack

Hired on Thumbtack

Very responsive. Work started on a Saturday when he was attending a wedding! Personable and pays attention to the individual client needs. Highly recommend.
Individual Tax Preparation
Credentials
Background Check

Jason Kuennen

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