Plano Tax Prep

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5.0
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(67)
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67 reviews
5
99%
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Customers rated this pro highly for punctuality, value, and responsiveness.
  • Dave R.

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    Plano Tax Prep did an awesome job with not only completing my returns, but helped me be setup for success in 2018. Very professional and helpful. I highly recommend Plano Tax Prep.

    Feb 21, 2018
  • Shandon C.

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    Great job on our taxes. Very punctual and answered questions quickly. Will use again

    Dec 28, 2017Verified
    Joseph R.'s reply

    Thanks for the review Shandon, we look forward to working with you again!

About this pro

Plano Tax Prep is a progressive tax consultation and preparation firm embracing internet technology. A secure online Client Portal allows taxpayers to exchange financial information, tax documents and tax returns saving valuable time and resources. Scan or fax your tax documentation and support at your leisure! We welcome an opportunity to review your tax returns with you, answer any questions you might have, and ensure a comprehensive and accurate tax return is being submitted to the IRS. We never want to stray away from this level of access and customer service. We live in a virtual world, and we use technology as a tool in the tool box. But Plano Tax Prep never wants to lose focus on our clients’ traditional needs. Your tax preparation fee is not dependent on the number of forms used to prepare your tax returns. Rather your fee will depend on the amount of time required to accurately and comprehensively prepare your tax returns. You can help by being organized and using our simple individual organizer. Unlike other tax accounting firms, we are comfortable giving solid price quotes and guaranteeing our work. Taxable events that might increase preparation time include: -multiple state returns stock and other asset sales - rental properties K1 income - small businesses debt cancellation - home offices foreign earned income exclusions Helping clients minimize their tax liabilities and ensure compliance with the tax code.

Years in business

29

Times hired on Thumbtack

140

Number of employees

4

License

Verified
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Photos and Videos

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    Q & A

    • What should the customer know about your pricing (e.g., discounts, fees)?
      Yes - we have flat rates depending on the type of return. Additionally, if hired, you have year round access to our team for tax advice.
    • What education and/or training do you have that relates to your work?
      I have been a Certified Public Accountant since 1989. Additionally, I am required to complete 40 hours of continuing professional education every year
    • What types of customers have you worked with?
      We prepare both federal and state tax returns.

    Business hours

    Central Time Zone
    Sunday8:00 a.m. to 7:00 p.m.
    Monday8:00 a.m. to 7:00 p.m.
    Tuesday8:00 a.m. to 7:00 p.m.
    Wednesday8:00 a.m. to 7:00 p.m.
    Thursday8:00 a.m. to 7:00 p.m.
    Friday8:00 a.m. to 7:00 p.m.
    Saturday8:00 a.m. to 7:00 p.m.
    Coverage Area for Plano Tax Prep is about 1+ miles of Plano, TX.