Tax Services Overview

We offer customized tax planning solutions for both business and individuals.

Business Tax Planning

an innovative approach for intentional businesses owners

Individual Tax Planning

a high-touch, comprehensive relationship

BUSINESS TAX PLANNING

Tax GPS+™ For Business

Year-round tax planning

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In-depth deep dive

Your situation is unique. 

We will see if we can uncover hidden or unknown deductions.

Proactive • Intentional • Forward-thinking

  • Comprehensive review of your benefits package
  • Close look at your automobile deductions
  • A review of any recent law changes
  • Entity review to see if you’re positioned appropriately
  • Maximize retirement plan contributions
  • Year-round advice and conversations

Comprehensive reviews ➔ Innovative ideas ➔
Creative energy & bandwidth delivered back to you.

And of course, we help save you money.

When laws change, we're on top of it

When something changes in the law, we want to make sure you are taking advantage of everything you can.

We’ve got your back

What makes us different is we give your information a comprehensive three-level-review. That means three different Plack Group team members will look over your information and review your material. This minimizes errors, helps us see the bigger picture, and maximizes your success!

Have you thought about…

Every tax situation is different. As we work together, we bring ideas to make sure you’re taking advantage of all the deductions and credits available – and setting up your business for long-term success. 

Owner Compensation Package Review

We review the business owners’ compensation package to see if there is anyway we can maximize what you bring home at the end of the day. 

In this with you for the long-haul

The more we work together, the better we’re able to serve you. 

A year-round relationship you can trust

Most people expect to “do their taxes” once a year and move on. Not with us. We believe tax planning is a year-round process and take a comprehensive approach to ensure you are positioned to win.

We create a custom report that looks at your total taxes and income.

Preparing for your tax situation year round so you know what's going on

INDIVIDUAL TAX PLANNING

Individual Tax Planning

a high-touch, comprehensive relationship

Monitor your tax situation throughout the year and avoid unwanted surprises

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More than taxes

Our individual tax planning process is unlike what you would find at a typical accounting firm. 

We step back and take a look at more than just your taxes to give you useful advice.

Take your next step today – find out how.

Our commitment:
So much more than your tax returns.

We’ve got your back

What makes us different is we give your information a comprehensive three-level-review. That means three different Plack Group team members will look over your information and review your material. This minimizes errors, helps us see the bigger picture, and maximizes your success!

Make better informed decisions

You’re in the driver’s seat, but you can only see as far as the horizon. We take the time to understand your situation and zoom out to see the bird’s eye view. 

No more mystery

Taxes don’t have to be a daunting item on your mind. We figure out all the complicated stuff so you can grow your business and focus on your people.

Have you thought about…

Every tax situation is different. As we work together, we bring ideas to make sure you’re taking advantage of all the deductions and credits available – and setting up your business for long-term success. 

A year-round relationship you can trust

Most people expect to “do their taxes” once a year and move on. Not with us. We believe tax planning is a year-round process and take a comprehensive approach to ensure you are positioned to win.

In this with you for the long-haul

The more we work together, the better we’re able to serve you. 

Need more information?

We can accomplish a lot with a free session. Schedule a call today!

1. Schedule a quick call with a Plack Group team member.
2. Meet for a free strategy session by video conference.
3. Get a customized plan to help you move forward.

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