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Tax Planning Solutions

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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 207 times

Background checked

9 employees

7 years in business

Business hours

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Top Pro status

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

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2024

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2023

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2022

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2021

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2020

Services offered
Industry

Sales & marketing

Healthcare

Technology / IT

Manufacturing

Business size

Small (fewer than 10 employees)

Medium (10-50 employees)

Large (more than 50 employees)

Business stage

Startup (less than 2 years)

Mid-stage (2-5 years)

Established (5 years and more)

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%

3

0%

2

0%

1

1%

Read reviews that mention:


pro avatar
Helle L.

Jul 18, 2025

Hired on Thumbtack

Gabriel and the team did my 2024 taxes and they were excellent. I had help throughout the way and Gabriel answered all my questions extensively. Could not recommend them more.
Individual Tax Preparation
pro avatar
McAllister R.

Apr 22, 2025

Hired on Thumbtack

Individual Tax Preparation
pro avatar
Ryan C.

Apr 8, 2025

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
pro avatar
Selma H.

Mar 8, 2023

Hired on Thumbtack

I was looking for a new CPA/financial planning business to work with. I found Jason and his team on Thumbtack and the reviews speak for themselves. Stephanie was amazing and answered all of my questions quite quickly. Their level of responsiveness is unmatched. Jason was incredible and was patient with me as I wanted to continue learning about my taxes/tax bracket on a granular level. This wasn't just a meeting about filing my taxes, Jason also educated me on what was happening. I usually dread tax season as do most but they made it so easy that I didn't feel the usual pressures in addition to working long hours and taking care of my family. Strongly recommend if you appreciate efficiency, an educated team supporting you, and/or looking for a continued relationship that will help expand your portfolio.
Individual Tax Preparation
pro avatar
Byron H.

Feb 20, 2023

Hired on Thumbtack

Jason was amazing. He worked around our schedule, and made it a great experience. Worth every penny! Look forward to doing business again.
Individual Tax Preparation
Credentials
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Jason Kuennen

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