Why Choose
Tax Plan Experts?

What Our Clients Are Saying

The monthly advisor calls give me confidence, knowing I have a strong team in my corner

Adam Hopkins
Adam Hopkins

Before hiring an advisor, I paid $200,000 in taxes and got back $10K. After cost segregation, I got back over $100K. It's been life-changing.

Todd Warren
Todd Warren

Now, I can reinvest the money I was paying in taxes into my business.

Nicole Easthouse
Nicole Easthouse

This team helped me set up an LLC and ensured it was properly structured.

Anthony Negron
Anthony Negron

I used to pay over $50K in taxes on my 15 properties and W-2 income. This team secured real estate professional status for me, and for the first time, I got a refund instead of owing!

Mostafa Elzoghbi
Mostafa Elzoghbi

Tax Plan Experts Takes Your Success Personally

We often have conversations with clients who have never sat down with a professional who's truly in their corner and wants to see them win. Reducing your tax bill isn't just about saving money—it's about creating capital you can reinvest in your business or family.

Join the Tax Plan Experts family and experience a team dedicated to understanding and enhancing every aspect of your financial life. We dig deep, get personal, and tailor strategies that suit your current lifestyle and pave the way for your dreams.

Person using a calculator

We're a team with a combined 100 years
of tax planning expertise.