About Us.

Tax Planning was founded by Faith Shepard, MBA, with over 30 years of experience in the tax and finance industry. Her vision for Tax Planning was to provide professional and personable financial services that you could not find at larger tax companies. As demand grew, so did the Tax Planning team and vision. We specialize in giving you and your business the best solutions for lowering your tax liability and generating more income.

 

Whether you are an individual that needs help with your income tax preparation, an entrepreneur who needs help with starting a business, or a small business owner looking to save on your taxes, Tax Planning is here.