New client portal with mobile app - securely use your device to scan and upload!

Tax Plan, LLC
Tax Plan, LLC
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Never Set Foot in a Tax Office

Never Set Foot in a Tax OfficeNever Set Foot in a Tax Office
Client Portal

Have your taxes done by an expert

Feel free to reach out!  Please feel free to send me a message via the 'contact us' section and I'll get back to you at my first opportunity!

Remote Tax Preparation since 2010

Experience

Secure Sharing

Secure Sharing

  • Tax Expert with 13 years of experience.
  • EA, AFSP, ERO, and Authorized IRS e-file Provider

Secure Sharing

Secure Sharing

Secure Sharing

  • Phone App: A secure phone app makes uploading your documents a breeze.
  • Computer: You can use your computer to upload documents to our secure servers.
  • More traditional: For customers who prefer the traditional approach, I've happily worked by mail and fax for over a decade.


Free REview

Secure Sharing

Free REview

  • I am happy to review your prior year tax returns, for free, to look for any missed deductions or credits.

About Me

Tax Expert with 13 years of experience

Enrolled Agent, AFSP, ERO, and IRS Authorized e-File provider.

Honest preparation

I prepare tax returns accurately.  Your tax savings will come from legal methods and from my extensive tax preparation experience.  I will work to find current opportunities and to explain tax planning strategies, unique to your circumstances, that will have impacts for years to come.

Old and New School

Twelve years ago, I  began offering my tax services via mail.  Since then, technology has progressed enough for me to be able to offer more options such as a secure website for document exchanges, a secure phone app, and electronic signature services.

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Tax Plan, LLC

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