My Plan Taxes also provides Part-time CFO Services including:
- Small Business Bookkeeping
- Cash Flow Management
- Strategic Business Planning
- Tax Strategies
- Financial Projections
- Business Expansion Planning
- Personal and Business Tax Returns
- Quick-books Training
- Troubled Company Consulting
- Operational Reviews
- Marketing Strategy Services
AT MY PLAN TAXES
Our primary goal as tax professionals is to be available to provide guidance to enable our clients to make informed financial decisions. We deliver only the highest quality work, and the proof is in the success of our clients. Our firm’s reputation lies in the experience and expertise we provide on a daily basis.
Service you can trust, loyalty you can count on.
We can assist in managing and minimizing all aspects of our client’s tax liability, including, but not limited to, Federal, State and transfer taxes. Advance planning results in substantial benefits and allows time for developing alternative tax strategies.
For those small businesses that do not wish to incur the ongoing expense of employing a full-time controller, we provide services including period-end closing, financial statement preparation and budgeting. These services can be provided on scheduled, interim or” as needed” basis
We provide a comprehensive range of services in the areas of financial management, operations, risk management, strategy and technology. We offer a customized approach to our services that’s based on your needs.
Welcome to My Plan Taxes! We are your resident experts in personal tax preparation, no matter what season. We are proud to offer the following to our clients:
- Individualized tax plans for a maximum refund
- $50 referral kickback to all clients
- up to $6000 cash advance to qualified clients
- Tax services throughout the year to help optimize your refund!