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Stop Overpaying the IRS. Start Planning for Profit.

Most tax firms are historians—they tell you what you owed last year when it’s already too late to change it.
At Plan&Prep Tax Services, we’re strategists.
We help business owners and high-earning individuals make better decisions before tax season, so their returns reflect smart planning—not missed opportunities.
Start Your Tax Planning Strategy
30-minute strategy session with an Enrolled Agent. No obligation.

Our Core Services

Strategic Tax Planning

(Before the Year Closes)

If your current tax advisor only talks to you once a year, you’re likely overpaying.
We work with you throughout the year to proactively reduce your tax burden—before the books close and decisions are locked in.

For Business Owners

  • Entity optimization (LLC vs. S-Corp vs. C-Corp)
  • Owner compensation strategies
  • QBI deduction maximization
  • Timing income and expenses strategically
Build My Tax Plan
Best for business owners who want guidance—not just compliance.

For Individuals

  • High-income bracket management
  • Retirement contribution optimization
  • Planning for major life events (sale, relocation, inheritance)
See If Tax Planning Makes Sense for Me
Quick conversation. Clear answers.

Expert Tax Preparation

(Done Right the First Time)

Complex returns require more than software and checklists.
We prepare returns for clients with real complexity, ensuring accuracy, compliance, and confidence—because preparation should confirm your strategy, not uncover surprises.

Business Returns

  • S-Corporations, Partnerships, and Multi-Member LLCs
  • Multi-state compliance
  • Growing businesses up to $25M in revenue
Work With an Enrolled Agent
Prepared by federally licensed tax specialists.

Individual Returns

  • Real estate investors (including 1031 exchanges)
  • Stock options, RSUs, and equity compensation
  • Cryptocurrency and digital assets
File With Confidence
Precision filing for complex financial lives.

National & International Clients

We serve clients in all 50 states and U.S. citizens living abroad.
Get Expert Tax Help—Anywhere You Live

IRS Representation

If the IRS sends a notice or initiates an audit, you don’t have to face it alone.
As Enrolled Agents, we are federally authorized to represent you before the IRS at all levels—audits, collections, and appeals.
Have an IRS Notice? Get Help Now
We stand between you and the IRS.

Why Plan&Prep?

Enrolled Agent Expertise

Work directly with licensed tax professionals—not seasonal preparers.

Year-Round Partnership

Advice in July matters more than explanations in April.

Virtual & Secure

Bank-level encryption, secure portals, and strategy sessions from anywhere.

Have an IRS Notice? Get Help Now
Honest answers. No pressure.
  • Stop guessing. Start planning.

Ready for a Better Tax Story?

Whether you’re running a growing business or managing a complex financial life, we help you plan smarter, reduce risk, and keep more of what you earn.
Schedule Your Strategy Session
Planning-focused. Year-round. Built around you.

  • Or prefer to talk it through?

    Call (763) 367-0757

A real tax professional will answer.