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.

About Us
About

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!

We help our clients create a long-term wealth legacy by reducing their tax liability.

Our Core Values

  • Intentional

    We are intentional in how we conduct business. Everything that we do is bigger than we are. We don’t just show up to work every day just for ourselves. We show up to accomplish things that will make our team more impactful, clients’ businesses stronger, and to chase our potential so that we can achieve our personal, professional, and financial goals. We have a plan in place to accomplish our goals and tasks each day.

  • Disciplined

    We do the things we say we are going to do, without exception. This dedication to discipline starts at the individual level. If we cannot lead ourselves well we cannot lead our clients or others. We don’t just think or talk discipline; we pursue it through our actions. At The Tax Planning Pros, we train every single day in order to continue learning and growing to reach further and stretch our potential. That’s how we make ourselves better and our clients better.

  • 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. Operating in Excellence means being the best at your role, so you can lead, grow, and develop not only yourself but others. So we give our best effort everyday in everything that we do. 


    Strive to be excellent in your relationships, in your career, and with your finances.  Lead by example. By operating in excellence we can change our lives, our clients lives, and future generations.

  • Accountable

    Accountability is central to success. We’re in the business of accounting and therefore should hold ourselves accountable. True growth doesn’t happen by accident. We believe that extreme accountability yields extraordinary results. Our people, our processes, and our metrics will hold us accountable to make sure we are able to provide value and maximum tax savings to our clients.

  • Alignment

    We only hire growth-oriented people at The Tax Planning Pros. The Tax Planning Pros cannot grow if our team members aren’t serious about their own personal, professional and financial goals. When we are all in alignment about goals, opportunities, and areas of improvement, we can all win. Our teams, our clients, our entire organization is poised to win when we approach our business with an aligned mindset. 

  • Results

    At the end of the day, we’re a business. Our clients hire us to do one thing; reduce their tax liability. Every service offering that we provide and every key performance indicator that we track is designed to deliver tax savings. There is no problem that we can’t solve and there is always a solution. Being results-oriented focuses our thinking and allows us to make good business decisions in everything that we do.

Expert Team

Meet Our Incredible Team

Jeff Trapp

Jeff Trapp

President
Jeff Trapp

Chandra Patrick

Operations Manager
Jeff Trapp

Rissa Thomas

Office Manager
Jeff Trapp

Zoe Camp

Tax & CFO Solutions Advisor
Jeff Trapp

Rhonda Hakim

Marketing
Jeff Trapp

Scherie Williams

Tax Senior
Jeff Trapp

Lee Vlcek

Accountant
Jeff Trapp

Nick Holevas

Tax Manager
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

Lynn Pender

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 certified tax 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.