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Tax Planning Solutions
Tax Planning Solutions

Tax Planning Solutions

Top Pro

Offers remote services
Offers remote services
$150/hour
estimated cost


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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 59 times

Serves Byron Center, MI

Background checked

8 employees

3 years in business

Social media

Facebook, Twitter

Currently a top pro

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

Jul - Dec

Jan - Jun

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

Reviews

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

Exceptional 5.0

35 reviews

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Read reviews that mention:


Darryl B.

Individual Tax Preparation

I contacted Jason because I had an abnormal tax year for 2020 and I wasn't sure I could do it myself. He was patient and assured me that he could deal with my situation so I dumped all the documents on him. In the process of preparing my returns his questions prompted me to further question the accuracy of the amount of a distribution. His questions led to my questions which led to a corrected 1099 from the issuer and an out of pocket savings of thousands of dollars. Great results.
May 11, 2021
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Verified
Paris K.

Individual Tax Preparation

Not only did I have my taxes prepared timely and with quality I also got a consultant with future tax strategy recommendations. I highly recommend Tax Plannning Solutions
Apr 29, 2021
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Verified
Scott T.

Individual Tax Preparation

Having a great experience with Jason and his team thus far! Would highly recommend his services. Prompt, professional and thorough.
Apr 21, 2021
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Verified
Samantha B.

Individual Tax Preparation

Jason is wonderful! Did a fantastic job with our 2020 taxes and was incredibly knowledgeable/helpful! We have even decided to use his financial planning team as well! Will for sure use Jason and his team for years to come!
Mar 31, 2021
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Verified
Michael F.

Individual Tax Preparation

Jason was excellent to work with. He was extremely responsive, knowledgeable, and very easy to work with. Highly recommend!
Mar 30, 2021
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Verified
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Jason Kuennen

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