Master Plan Tax Solutions

We are using Master Plan Tax Solutions for the first time this year, and we are already big fans! We were impressed with how thorough and professional they are. This isn't your typical tax service that simply takes your numbers and files your taxes for you. They go above and beyond by meeting with you, and we know we can have questions answered easily all year long. Highly recommend!

Excellent client service. This is my first year using Master Plan Tax Solutions and I am well pleased with their level of proficiency and professionalism. My search for a long-term, trustworthy tax firm is over. I worked with Jeremy and he was highly organized, timely, detail oriented, and incredibly knowledgable about Internal Revenue Codes. Most importantly, he provides year-round tax advice and services giving me peace of mind, not just in tax season. Highly recommended.

I've been using Master Plan Tax Solutions for my tax returns for the last three years and couldn't be more pleased with their services. Their team exemplifies professionalism at every turn, ensuring that all my financial matters are handled with the utmost care and expertise. What stands out most is their timely execution; they consistently meet deadlines, providing peace of mind during the often stressful tax season. Their attention to detail, responsive communication, and ability to navigate complex tax situations have truly made a difference. I highly recommend Master Plan Tax Solutions to anyone seeking reliable and thorough tax preparation services3

Excellent experience! The portal works extremely well as I was able to capture individual tax docs as well as small business info and share with my CPA electronically. Everything was organized, completed on time and filing confirmed with the IRS. Final transactions and CPA payments all done through the portal. Highly recommended!

Another great experience getting my taxes done. Michael is an excellent tax accountant here and made the process painless, and explained everything in easy to understand terms. And the office admin Melissa is a complete delight, friendly welcome and takes care of what you need. I highly recommend this firm for tax preparation in a breeze with utmost professionalism!

I was referred to Jeremy by a friend. I had questions and concern's regarding SS income and taxes. We had a brief consult via phone providing me with peace of mind. . Jeremy answered all my questions; he was proficient and professional. I would highly recommend Master Plan Tax Solutions . Looking forward to working with them.

This was my first experience, having my taxes prepared by someone else. It exceeded my expectations and I was very relieved to know that the process was in good hands. I appreciated the ease of handling everything electronically and the prompts to my memory that they provided. I look forward to continuing to work with Master Plan.

Our experience was great from start to finish. They were flexible to our needs and answered all our questions in a timely manner despite being in the crunch of tax season. We will definitely use them again and recommend them to others.

Met with Micheal to go over my taxes. He was very thorough and knowledgeable. This is my second year having Master Plan Tax Solutions handle my taxes for me and my business. I highly recommend them.

Experienced. Service minded. Knowledgeable. Cosmfortable office and friendly staff. Reasonable, competive fees without the misleading fee structures I found at a very well-known national tax filing business.
I definiely recommend Master Plan Tax Solutions for anyone who wants or needs to reduce the stress involved with filing even a personal IRS 1040.

I have been using Master Plan Tax service since about 2 years ago and can confirm they've been the best for my complicated taxes. Highly recommended.

Referred by Ramsey Solutions through their trusted TaxPro referral service. Although we’re confident with doing simple taxes, our situation got more complex with starting a rental business and moving states mid-year. During our initial eval, I felt that we received crucial tax savings opportunities that TurboTax or another tech solution would not have provided. The tax advice given resonated with us. We’re excited to use this service for the first time in 2024 and let the professionals navigate us through a stressful tax season, and for assistance being proactive planning for tax year 2025.

Master Plan Tax Solutions is a trusted resource for all of my tax needs. Their team is professional, knowledgeable and timely. They do a great job keeping me informed and communicating throughout the tax preparation process. I highly recommend them.

I have used Master Plan for the past several years and their staff has always been very efficient in processing the return and proactive in bringing up ways to increase the refund. I highly recommend them!

VERY BEST. DESERVES 10 STARS. CHECKS ALTERNATIVES TO GET YOU THE MOST FAVORABLE FILING.

Very knowledgeable and truly professional. I recommend Jeremy to all my friends. Have used his tax service since 2018. I rate his service A plus.

Jeremy provided very expert knowledge for federal taxes planning. Without his tax knowledge, I would have missed a lot of legit tax deductions; worth few thousand dollars. He is on the top of his tax laws. I recommend him to my family and friends.

Our tax professional was great to work with. Michael was very friendly and walked us through the process and educated us on what he was looking for.

In my conversations/appointment with Master Plan I have found Jeremy to be extremely knowledgeable and helpful in consulting with me about my taxes. In those conversations it is evident that he stays abreast of the new tax laws and legislation. I have referred many of my friends and family to him in the past. If you need help with your taxes I would give Master Plan 5 stars for sure.

Easy to set an appointment; very responsive in scheduling and follow-up; cordial, knowledgeable and helpful in completing a federal return (which I always put off until a few weeks before the October filing deadline). Am extremely pleased to have found and worked with Jeremy and Master Plan. And, the fees were very reasonable. I strongly recommend them!

So pleased with my initial consultation. Jeremy was clear about the process and my responsibility. Looking forward to a long relationship with Master Plan Tax Solutions.

good experience. Michael Lawrence very knowledgeable and very fast at helping me get my taxes in order. I'll continue using him.