Full-service tax planning by certified experts

When you work with us to address your tax needs, you’ll be getting:
For our clients in business, there’s no set of tax problems which are too thorny for us to handle.
Tax Planning And Tax Preparation Service

Jeff Trapp and the Tax Planning Pros have been my accountants for 3 years. During that time Jeff and his colleagues have assisted me on a personal level as wells as preparing returns for my LLC and S-Corps. Jeff is extremely professional and diligent. I would highly recommend him

Chon Kantikovit

with C&E Real Estate

Great way to present and journal the tax planning process Jeff! I haven't seen this done before and really like how it reiterates what we discussed in our tax planning conversation. I can easily go back to it for a refresher.

Joseph Lising

Lising Real Estate

I'm completely satisfied with the Tax Planning Pros. It's a great feeling knowing that I have systems in place to help plan for taxes and build wealth!

Nicole Cumbie

Russ Lyon Sotheby's International Realty

Jeff and his team have provided amazing help and insights to help grow my business. With their help I have saved thousands and been able to scale quickly.

Nick McNaboe

Compass Real Estate
Tax Planning Experts

Choose Your Tax Planning Strategy

Premiere Plan

Tax Advisory Services “TAS” is the process of providing regular (i.e. quarterly) consulting so you pay the least amount of tax possible year after year.

Pro Plan

Everything from the Premier Plan plus CFO and monthly accounting services so that you always know how much money you have in your business.

Ready to Get Started?

Get Your Tax Planning Strategy Session Today