Plan&Prep

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  • About

Plan&Prep Tax Service

Strategic Tax Planning for Small Business Owners Who Want More Than Just a Tax Return
At Plan&Prep Tax Service, we help small business owners and individuals reduce taxes, make confident financial decisions, and stop feeling reactive when it comes to the IRS.
With over 30 years of experience, IRS-licensed Enrolled Agents, and a planning-first approach, we serve clients nationwide who want guidance, not just number crunching.
If you’re tired of tax season surprises and want a trusted advisor who helps you think ahead, you’re in the right place.
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  • Tax Planning First.

Tax Preparation Done Right.

Most tax firms focus on what already happened—plugging numbers into software and filing a return after the year is over.
We take a different approach.
We start with tax planning.
That means helping you make smarter decisions before you buy equipment, take distributions, hire employees, or sell assets, so your tax return reflects intention, not missed opportunities.
Tax preparation looks backward.
Tax planning looks forward.
We do both, but planning always comes first.
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Who We Help

We specialize in working with people whose tax situations require experience, strategy, and ongoing guidance.

Small Business Owners

From startups to established companies earning up to $25 million, we help business owners:
  • Choose and optimize entity structures (LLC, S Corp, C Corp, partnerships)
  • Reduce self-employment and payroll taxes
  • Plan owner compensation and distributions
  • Navigate growth, restructuring, and succession
  • Handle multi-state tax complexity

Individuals with Complex Tax Situations

Including:
  • High-income professionals
  • Multiple income streams
  • Stock options, RSUs, and investment income
  • Multi-state or remote work situations
  • Alternative Minimum Tax (AMT) exposure

Specialized Needs

  • Trusts & Estates (Form 1041, distributions, estate coordination)
  • Real Estate Investors (short-term rentals, passive losses, 1031 exchanges)
  • Complex Investments (K-1s, capital gains, cryptocurrency)
  • Expatriates & International Filers (FBAR, FATCA, foreign income exclusions)
Expatriates & International Filers (FBAR, FATCA, foreign income exclusions)

Why Work With Enrolled Agents

Plan&Prep Tax Service is led by Enrolled Agents (EAs)—tax professionals licensed by the U.S. Department of the Treasury and authorized to represent clients before the IRS.
What this means for you:

Unlimited IRS representation

for audits, appeals, and notices

Specialized tax expertise

not general accounting

Year-round availability

not seasonal service

Up-to-date strategies

based on current tax law

When issues arise, or decisions need to be made, you’re working directly with experts whose focus is taxation.

A Year-Round Tax Advisor, Not a Seasonal Tax Preparer

Taxes don’t stop mattering after April 15th, and neither do we.
Our clients rely on us throughout the year for:
  • Proactive tax planning and projections
  • Guidance before major financial decisions
  • Mid-year strategy adjustments
  • IRS notice response and audit support
  • Clear answers when questions arise
You’ll have a dedicated Enrolled Agent who knows your situation and helps you plan with confidence—not react under pressure.
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How We Work

Our process is simple, strategic, and built around long-term relationships:
  • Step: 1

Understand Your Full Picture

Business, income, goals, and upcoming decisions

  • Step: 2

Design a Custom Tax Strategy

Built specifically for your situation

  • Step: 3

Prepare and File Accurately

No surprises, no scrambling

  • Step: 4

Provide Ongoing Support

Planning, guidance, and IRS representatio

  • Step: 5

Refine Every Year

As your business and life evolve

  • Meet the Founder

Joshua C. Purcell, MBA, EA

Founder & Lead Tax Strategist

Joshua founded Plan&Prep Tax Service to give business owners the kind of tax guidance he saw too many people missing: clear, proactive, and rooted in strategy rather than compliance alone.
With over 30 years of experience, an MBA, and his Enrolled Agent credential, Joshua helps clients reduce taxes legally and ethically while building long-term financial confidence. He also brings the discipline and integrity shaped by his service as a U.S. Navy Hospital Corpsman.
Joshua believes tax planning isn’t just about saving money, it’s about supporting better business decisions.
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What Clients Appreciate Most

We’re not a fit if you’re looking for:

  • Aggressive or questionable tax schemes
  • Assembly-line tax preparation
  • Last minute filing with no strategy

When working with Plan&Prep, clients value:

  • Direct access to experienced Enrolled Agents
  • Clear explanations in plain English
  • Proactive planning, not last-minute surprises
  • Honest advice grounded in the tax code
  • Stop guessing. Start planning.

Ready for a Better Tax Experience?

If you’re a business owner or individual looking for year-round tax guidance, not just a tax return, we’d love to help.

  • Schedule a Consultation

    Or call (763) 367-0757

  • Plan&Prep Tax Service

    Strategic Tax Planning & Expert Preparation

Schedule a Consultation