About us

Name: The Tax Planning Pros
Address: 6170 Research Road Suite 110, Frisco, Texas, 75033
Telephone: 469.343.1500
Price range: $$
Rating: 4.7

Our Mission To You

The Tax Planning Pros is here to help business owners with the way they think about their taxes, their businesses, their wealth and their legacy. We will help our clients by providing superior tax savings services and help them save the most money possible year after year.

The Tax Planning Way

What Makes Us the Best Tax Consulting Firm?

Unlike other tax firms, The Tax Planning Pros understands that your business and tax situation is unique. We get to know all of our clients, their businesses, and their long-term financial goals on a personal level. By getting to know each of our clients we can lead, guide, and help them understand their finances and potential tax pitfalls. Rather than seeing our clients businesses and financial situation as a series of random numbers we take pride in a tailor made approach to help them on a path toward financial freedom. We strive to build life-long relationships because after all, understanding your numbers is a crucial element for any growing business. Whether we are helping you with asset protection services, wealth preservation strategies, or simply building a customized tax strategy through our tax planning services, you can rest assured that our team is with you every step of the way developing a personalized plan for your business.

Even if you are worried that your tax situation is exceedingly complex or in disastrous state, we will examine and determine the next best steps, so that with our help, you can have the cash flow you need to live an abundant life and pursue your life goals. Whether that is coming up with a plan so they don’t outlive their retirement, paying off debt, buying a 2nd home, going on a dream vacation, putting your kids through college, or just creating some financial breathing room, we are here to help.

At the end of the day educating our clients in the best path forward to change the way that they think about their businesses, their life, and their legacy. By working along side clients we are able to obtain extraordinary results in reducing their taxes, creating additional cash-flow, improve their personal finances, and create consistent wealth year after year. By providing our clients with the knowledge they need to win in business, taxes, and finances they are able to create long term legacy for them and their families.

We strive for excellence in everything that we do by providing a superior client experience, so that you can focus on growing your business and your net-worth year after year. Our mission is to help as many business owners as possible keep more of their hard-earned money because we think that they spend their money better than the government does!

Words We Live By

Our Core Values

Operate in Excellence

Excel at whatever you have to do. Just being good isn’t good enough, we strive to live in a constant state of excellence. We take what is good and make it excellent by providing a high quality experience for our team and our clients. We give our best effort everyday in everything that we do. Operating in excellence is not just a motto it is a way of life. We strive to be excellent in our relationships, in our careers, and with our finances. We will lead by example. By operating in excellence we will not only change our lives but future generations by the way that we live. Excellence attracts excellence! So be excellent, so that you can have an excellent life.

Better than Yesterday

We are growth minded. We believe that our only competition is who we were yesterday. We are self-aware. We are open to feedback. We geek out over personal development and vision boards and signing up for things out of our comfort zone. We celebrate our milestones and cheer lead our team as they work toward their own. We are self-starters, lifelong learners, and then strive for candid and constructive real time feedback in order to learn and grow.

Servant Leadership

We are servant leaders. We are giving. We believe that to whom much is given, much is expected. We believe that the mantle of leadership comes with immense responsibility. We believe in asking, how can I help? We believe in showing up for others with our hands, our hearts, and our finances. We set the standard for what it means to show up well for others.

Work Hard Live Well

We work hard, really, really hard. We are high achievers who do what needs to be done to complete the task at hand. We aim for excellence. We all pitch in. We get dirty if necessary. We get the job done no matter what. But we strive to accomplish it during office hours. We believe in being present where your feet are. When we're at work, we crush it. We produce big needle-moving results. When we're not at work, we live well, enjoy ourselves and reconnect with our personal values. I have tried to create a company that I want to work at, and that means I want people to be able to walk out the door and go have a life.

Plan to Succeed

We are intentional. We focus on results, not to dos. We are clear in our expectations, we anticipate, we think before we act, we plan before we execute. We believe that you can achieve anything if you are focused, hardworking and have a roadmap.

Optimism

We choose a positive outlook. We choose to ground ourselves in gratitude. We want to work in an environment with amazing energy. We understand that we must manifest that feeling within ourselves before we can fill the walls of our office with it. So we choose laughter and happiness and smiles, not because we believe life is always easy or fun, but because we know that even amongst the darkness, we can create our own light.

Selfless

We always give more than we take. We always put others and the company before individual accolades. We always do the right thing and make our decisions based on what is the morally right thing to do. We don’t seek out personal gain from what we do and the decisions we make, instead we make decisions based on what’s best for others and what’s best for the company. We believe that ultimately what is best for the company is best for us anyway.

Expert Team

Meet Our Incredible Team

Jeff Trapp

President

Chandra Patrick

Accounting and Operations Manager

Heidi Crockett

Tax Manager, CPA

Rissa Thomas

Office Manager

Summer Sanders

Senior Tax Accountant

Zoe Camp

Business Development Specialist

Rhonda Hakim

Marketing

Alicia Dewar

Wealth Creator

Client Testimonials

Discover What Our Clients Have To Say About Their Experience With Us

Jeff and his team offer a wide variety of resources and professionals. I appreciate the tax planning aspect and overall business review. They are efficient with communications and procedures. The bottom line of also realizing tax savings is a definite bonus.

Lynn Pender

Tru Blue Construction

Jeff is a man of his word. A professional with clear expertise in all matters of tax/accounting, who follows through and is easily reachable at all times no matter how small the questions/matter. Choosing to work with Jeff Trapp has been one of the best professional decisions I’ve made.

Larry Fraize

SaiCal Ventures Executive VP

Jeff Trapp has been preparing my Corporate and Personal taxes for years. He is accessible and helpful with information that we need to be able to make informed business decisions. I would recommend him to business owners looking to save money and get professional advice that they can put into practice immediately.

Cale Thomas

Ready To Get Started?

Schedule an Introductory Strategy Session today

Here at The Tax Planning Pros, we have seen it all and done it all when it comes to helping individual investors, families and businesses with their tax planning strategies.

We have the best tax professional strategists in the country ready to be proactive for you to ensure that you are getting the most out of your tax filings and saving the most money possible.