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About US!
With many years of navigating the fields of Individual and Small Business Accounting, Insurance, and financial needs we have the knowledge and know how to help you get to your goals. We have seen every situation possible so no case will be uncharted territory for our team of licensed expert professionals.
Tell us about your needs
Each individual and business has its own needs. Trust when we say there are solutions for all. Contact us for a free consultation so ensure every option has been explored. Let us take the stress off your shoulders.
What We Do
Through a no risk consultation we will go through your situation in complete detail to arrive at successful options to meet your personal or company needs. Our licensed professionals, attorneys, and CPA’s have successfully helped many clients to achieve success. We can help!
Your path to success begins right now!
About
Our team of professionals at Pland Financial put every ounce of resource and energy to your specific situation to help hit each goal
For many years we have helped people find the right program that fits their life and budget for the best possible results
Just a few of our services we offer
Tax Preparation
We can help you in the process of preparing, calculating, and filing of taxes.
Tax Audit Services for Protection
When filing your taxes you want peace of mind that they are done correctly. At no point would you want to find out you are being audited by the IRS. We do not want that either which is why we can help prevent this from happening.
Past Review Services
Filed on your own? We can review previous years returns filed to determine if potential money is missed.
Personal or Business Tax Concerns
Did a IRS letter come in the mail. Are you concerned about a potential tax issue for yourself or business? We can take a look. Most situations are fixable but without taking a look under the hood we cannot get the car back on the road. Lets chat today!
Our friendly advisers are ready to answer your questions and offer support. Call today!
We’re your partners, every step of the way
When you contact us today we will make sure to do a thorough look to make sure you are in tip top shape.
WE ARE HERE TO HELP SO CHAT WITH US
Our customer service representatives are friendly people who are always ready to answer your questions or concerns
PROGRESS TRACKING 24/7
Log into your current or new account, there you should find the latest update on your files progression. If not we want to hear your voice. We will get you caught up to speed.
To learn more about Accounting, Insurance, or Financial needs, click here.
