Tax & Planning Group
Multiple locations
(6)
Multiple locations
(6)
We’re your local tax and financial planning experts, here to serve you. Rates to fit your budget. Reach out to discover how we can help you!
Services include personal & corporate tax preparation, comprehensive financial planning for individuals/families/business owners, corporate structuring, business owner succession planning, investment analysis, as well as other personal &
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6 customer reviews
Rosemarie DiFiore
Tax Preparation
Mike Travers from Tax and Planning Group was amazing from the first meeting. He is knowledgeable, professional and took the time to figure out my tax issue even working on a weekend. He was very patient with me as I struggled with DocuSign but we got it in the end. I will be recommending him to my friends and family. It was a pleasure dealing with Mike and I will continue to use his services in the future. More...
John macnabb
Tax Preparation
Our experience with Tax & Planning Group doing our tax returns this year was extremely friendly, reasonable and efficient. We highly recommend the company.
Ram Shahi
Tax Preparation
I talked to Mike over the phone. He was giving me the right advice and understood our situation.
Jon
It was our first time getting our taxes done with this organization. We had the pleasure to work with Mike, whom was always professional, kind, prompt, and courteous anytime we had an inquiry. Thank you again for all your help, and we look forward to your help again next year. Take care. More...
Pedro Damian Blen
Tax Preparation
Very reliable, Very professional, Excellent
Reply from Tax & Planning Group
Thanks Damian, it has been a pleasure working with you!
Casey Jacqueline Gilmour
Tax Preparation
Mike was very helpful with my questions and prepared my tax return fast
Reply from Tax & Planning Group
Thanks for letting me help you & Bill, Casey!
What kind of accounting services do you provide?
Catered to individuals, families and business owners
Why is it so important for businesses to hire a great accountant?
To ensure a comprehensive understanding of a client's financial situation in order to provide the best advice
What do you love most about your job?
Making a difference in my clients financial situation
What inspired you to start your own business?
Preference to operate independently, giving me the ability to offer unbiased advice
Why should our clients choose you?
For accounting, I go beyond just filing tax returns, providing advice without nickel & diming clients with hourly charges
Can you provide your services online or remotely? If so, please add details.
Yes, discussion via phone, email or whichever video conferencing software clients prefer
What changes have you made to keep your customers safe from Covid-19?
Making online service easier for clients in order for them to feel comfortable in working remotely and not face-to-face. The decision to work remotely is totally up to them.
Taxes
Financial Planning
Investments
Insurance
