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The Tax & Planning Group logo
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The Tax & Planning Group

Multiple locations

(3)

Get a free quote from this professional

20 min response time

Get a free quote from this professional

About

There are a few different titles for what I do. I prefer to describe myself as a Certified Financial Planner. What does that really mean though?? Ultimately my role is help you reach your financial goals. This is done by working with you to define what's important, determining the best course of action to move you closer to your goals and keeping you on the path to achieve them.

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23 hires on Bark
20 min response time

Reviews (3)

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5/5

3 customer reviews

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19 December 2020

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...

Verified
29 October 2020

Tax Preparation

Very reliable, Very professional, Excellent

The Tax & Planning Group
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Reply from The Tax & Planning Group

Thanks Damian, it has been a pleasure working with you!

Verified
12 April 2020

Tax Preparation

Mike was very helpful with my questions and prepared my tax return fast

The Tax & Planning Group
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Reply from The Tax & Planning Group

Thanks for letting me help you & Bill, Casey!

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