Expert Tax and Accounting Services for a Brighter Financial Future
The Planners Tax & Accounting Inc. is a locally owned business that has been serving the community for over 30 years. With a combined total of over 200 years of experience, our team of Certified Public Accountants (CPAs) and Enrolled Agents (EAs) are dedicated to providing professional and personalized tax and accounting services to individuals and businesses alike.
Our Services
At The Planners Tax & Accounting Inc., we offer a wide range of services designed to meet the unique needs of our clients. Some of the services we offer include:
Individual Tax Preparation
Our experienced tax professionals will work with you to prepare your individual tax return, ensuring that you take advantage of all the deductions and credits available to you.
Business Tax Preparation
We understand that every business is unique, which is why we take the time to understand your specific needs and ensure that your tax return is prepared accurately and efficiently.
Business Management Services
Our business management services include everything from bookkeeping and financial statements to business consulting and planning. We'll help you make informed decisions and achieve your business goals.
IRS and State Audit Representation
In the event of an audit, our experienced professionals are authorized to represent you before the IRS and state governments. We'll work hard to resolve any issues and ensure the best possible outcome.
Accounting Services
Our accounting services include general bookkeeping, financial statement preparation, and financial planning. We'll help you make smart financial decisions and achieve your goals.
Payroll and Sales Tax Services
We'll help you streamline your payroll and sales tax processes, ensuring that you're in compliance with all laws and regulations.
Bookkeeping and Financial Statements
Our experienced accountants will work with you to prepare accurate and reliable financial statements, providing you with the insight you need to make informed decisions.
New Business Consulting
If you're starting a new business, we're here to help. Our business consultants will work with you to develop a plan, identify opportunities, and overcome challenges.
About Our Staff
Our staff is comprised of experienced professionals who are dedicated to providing exceptional service and results-driven solutions. Our team includes Certified Public Accountants (CPAs) and Enrolled Agents (EAs), ensuring that you receive the highest level of expertise and attention to detail.
Why Choose Us
At The Planners Tax & Accounting Inc., we pride ourselves on our:
200+ Years of Combined Experience
- Personalized Service: We take the time to understand your unique needs and goals.
- Free Consultations: We offer complimentary consultations to discuss your specific needs and goals.
- Combined Experience: Our team has a combined total of over 200 years of experience in the tax and accounting industry.
- Clear Communication: We believe in clear and transparent communication, ensuring that you always know what's happening with your taxes and finances.
Get Started
Contact us today to schedule a consultation or request a call back. We'll work with you to develop a customized plan to meet your specific needs and goals.
Satisfaction
The majority of the reviewers were extremely satisfied with the services provided by Planner's Tax and Accounting. The staff was described as "very friendly" and the team was praised for their expertise and efficiency. The reviewers appreciated the personalized service and attention to detail.
Services
The reviewers praised the team's ability to provide accurate and timely tax returns. They appreciated the team's knowledge of new tax laws and their ability to educate them on these changes. One reviewer even mentioned that they had saved money through their services.
Customer Service
However, there were some issues with customer service. One reviewer had to wait four days for their taxes to be processed and felt that the staff did not make any effort to keep them informed. Another reviewer mentioned that the customer care was "sloppy" and that the team was not very responsive.
Recommendations
The majority of the reviewers would highly recommend Planner's Tax and Accounting to others. One reviewer even mentioned that they had been using the service for years and had never been disappointed. The reviewer praised the staff's expertise, efficiency, and friendliness.
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