Serving High-Net-Worth Families Nationwide Since 1983

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The Creative Planning Tax Difference

Quality Tax Services: You will work one on one with a Tax Director to understand your individual tax situation and your goals. We will work with you on not only the required tax filings, but also plan for future tax years and changes to your income. We have clients all over the country and our Directors have experience with income taxes in all 50 states.

Excellent, efficient service: Most people dread completing their taxes each year. With Creative Planning Tax, we work with you to make the process as easy and quick as possible. Our Directors will always be responsive to any questions you may have and take the time to make sure you are being as tax efficient as possible.

Complimentary consultation: We offer free initial consultations to go over your tax situation, how our services can be of help and provide a quote for our fees.

Upfront value pricing: All compliance work is completed on a flat-fee basis. We will provide you with the fee before any work is started and that fee includes tax preparation, as well as projections throughout the year and any questions that you may have. We want you to call us and let us assist you without feeling like you will be charged an hourly rate for each interaction.

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