Tax Planning Solutions

from Byron Center, MImember since September, 2021
Rate: Price by request
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Description:

Through a proactive tax planning approach, we assist in reducing your taxes. Each individual's tax situation is distinct, and many only consider taxes when it's time to file. However, little can be done to save on taxes for the previous year. At this point, even the finest CPAs can only recount history. Our methodical process enables clients to proactively develop plans to decrease or eliminate taxes, whether presently or in the future.

Special tax situations:

Rental property, Stocks or bonds, Disability, Military service, Foreign income

Service location:

Remotely

Service Reviews

4.9

65 reviews

Service as described
5.0
Communication
4.8
Punctuality
4.9
NM
Nicole M.
Working with Jason was a fantastic experience! He provided clear and prompt outlines, and his transparency was greatly appreciated. If you require assistance with tax related matters, Jason is definitely worth considering.
March 13, 2023
JC
Justin C.
In search of a new CPA/financial planning service, I turned to CrackerJack where I came across Jason and his team. Their impressive reviews spoke for themselves. I had the pleasure of speaking with Stephanie who efficiently handled all of my queries in a timely manner. Their unparalleled level of responsiveness was truly commendable. Jason was patient with me throughout our meeting as I wanted to grasp the nuances of my taxes and tax bracket. The session was not limited to merely filing taxes, as Jason also imparted valuable tax-related education. Typically, I dread the tax season, but with their assistance, I didn't feel stressed, despite working long hours and caring for my family. I highly recommend this team for their efficiency, knowledge, and dedication to fostering long-lasting relationships that aid in achieving one's financial goals.
March 8, 2023
ES
Emily S.
For my personal taxes and rental properties, I collaborated with Blake. He had vast knowledge, was patient, organized, punctual, and professional. The process was seamless and he responded to my inquiries. I highly recommend their services for any tax preparation needs. I intend to work alongside them in the future.
March 7, 2023
AR
Andrew R.
We had an incredible experience with the company as they made us feel well-attended and absolutely content with their procedures. We are excited to collaborate with them for our financial planning when tax season passes.
March 5, 2023
MT
Melissa T.
Great job! I attempted to file my taxes on my own, as I usually do. However, with the addition of a rental property and its sale, it became perplexing and resulted in me owing thousands of dollars. Fortunately, Jason took care of my taxes and was able to turn it around to a positive $6000. I am extremely satisfied with the outcome.
February 21, 2023