-
February 2024 by Christopher Hoover
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.
-
February 2024 by Michael Perez
Thyw went above and beyond to help me. Very professional and informative!
-
February 2024 by Jeannine Harter
Quick and Easy!!! The People at Master Plan are the Best!
-
February 2024 by Leslie Sherman
Great conversation. I received answers to all my questions. Very professional and had patience with me with all of my questions.
-
February 2024 by Nancy Leet
I was pleased with all of the information provided. It was clear to me what the services would be, and I feel like they will relieve me of all of the anxiety that goes with filing a tax return.
-
February 2024 by RANDY RAY
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.
-
January 2024 by M Wise-Kaawa
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.
-
January 2024 by Joe De Leon
Master Plan Tax Solutions are very competent in their work as well as available to answer any questions. I am pleased to recommend them.
-
June 2023 by Clay Whitmire
Master Plan Tax Solutions are very easy to work with and make themselves available very quickly when you have questions or problems. I highly recommend giving them a chance with your financial needs.
-
April 2023 by Diem Win
It’s a small modest office. Preston was great to work with. The process may have taken 30 minutes. I asked a lot of questions and Preston answered all of them thoroughly and calmly. I thought it was affordable too! I was charged $200 more last year with the previous CPA.
-
April 2023 by Courtney Stuhldreher
I Used master plan tax solutions for the first time this year. Incredible service and very fast! I highly recommend coming here for any tax purposes. They are very helpful and the process is simple and easy.
-
April 2023 by Rashmi Shah
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.
-
April 2023 by Kathy Cole
I've known Jeremy for 13 years and have started using Master Plan annually now for tax prep so that I can really enjoy my winter instead of having "doing my taxes" hanging over my head. it was worth it!
-
March 2023 by Gary Davis
I have been using Master Plan Tax Solutions for several years now. I have several real estate properties and it was getting more and more complicated and I was not comfortable doing it myself with TurboTax any longer! Their portal is so easy to use and they are very professional (thanks Preston for being so prompt always!). Very reasonably priced for what they provide. Highly recommend.
-
March 2023 by Susan Saulog
Took care of my taxes hassle free and convenience of using zoom instead of visiting their office. They respond to my emails or questions quick.
