Welcome to our firm’s website. Plan Group Financial is an independent Tax and Investment Management firm designed to meet your unique needs. We offer service to small businesses and to individuals.
As you review our website you may have questions for us. Please feel free to contact us by phone or email. We would be glad to assist you in any way that we can. Thanks for looking at our website.
We provide complete federal, state, and local tax services. We work with our clients to develop and implement strategies that can allow you to pay the lowest amount due under the current law. We offer tax planning and advice for corporations, individuals, and estates. All of our preparers are licensed with the Internal Revenue Service and meet requirements of Circular 230. We have over 30 years experience with tax matters both inside the IRS and out. We represent taxpayers before the IRS in all tax matters without you present.
We are an authorized IRS e-file provider. IRS e-file is a way to electronically file an income tax return. It is fast, accurate, safe and paperless way to file a return and you receive your refund in half the usual time.