Business Details
25 Years
experience
Your Trusted Partner for Tax and Financial Solutions
Master Plan Tax Solutions is a dedicated team of tax professionals committed to alleviating the burdens of taxation, bookkeeping, and IRS representation for individuals and businesses. With a focus on staying current with compliance standards, our mission is to empower clients to concentrate on their priorities while we handle complex financial matters. Our team includes Enrolled Agents (EAs), Certified Public Accountants (CPAs), and Certified Financial Planners (CFPs) who bring decades of combined experience in tax preparation, IRS representation, and strategic financial planning. We prioritize honesty, accuracy, and collaboration, guided by our values rooted in ethical practices and client-centric service. Since 2001, we have served North Texas communities, offering personalized solutions for tax filings, payroll management, and business health assessments.Our expertise extends to specialized areas such as ministerial taxes and IRS audit representation, ensuring clients receive tailored guidance. We utilize secure digital tools for efficient communication and document sharing, complemented by in-person appointments when needed. Our commitment to continuous education ensures our team remains at the forefront of tax law changes, providing reliable, up-to-date advice. Client testimonials highlight our professionalism, responsiveness, and ability to resolve complex tax issues. We pride ourselves on transparency, with clear pricing and no hidden fees, fostering long-term trust and satisfaction.
Services
Tax Preparation
IRS Representation
Financial Planning
Bookkeeping Services
Payroll Management
Details
- Year established: 2001
Highlights and features
- We offer 20+ years of tax preparation experience since 2001 with IRS-certified professionals.
- Our team includes Enrolled Agents and Certified Financial Planners with specialized audit defense expertise.
- We provide personalized service through secure digital portals and face-to-face appointments.
- Our transparent pricing includes no hidden fees or unexpected charges.
- We serve North Texas communities with local market knowledge and tailored solutions.
Associations and certifications
- IRS Enrolled Agent
- Certified Financial Planner (CFP)
- Certified Public Accountant (CPA)
What people say
Hassle free
Very professional
Exceptional team
Knowledgeable
Prompt service
Services
Tax Preparation
We prepare federal and state tax returns for individuals, families, businesses, and organizations. Our process includes document review, tax optimization strategies, and accurate filings. Clients receive step-by-step guidance through secure portals and personalized consultations.
IRS Representation
Our Enrolled Agents represent clients during IRS audits, tax court proceedings, and collection disputes. Services include developing resolution plans, negotiating payment arrangements, and ensuring compliance with tax code requirements.
Financial Planning
Certified Financial Planners provide investment advice and retirement strategies tailored to individual goals. Services include tax-efficient planning, risk assessment, and long-term financial goal setting.
Bookkeeping Services
We manage financial records, payroll processing, and business tax documentation for small businesses. Our services ensure accurate tracking of income, expenses, and compliance with reporting requirements.
Payroll Management
Our team handles payroll processing, tax withholding calculations, and regulatory filings for businesses. Services include year-round support for wage reporting and compliance with federal/state payroll tax laws.
People
Jeremy Andries
Managing Member
EA, CFP, and MSA professional with 20+ years of tax experience. Former GuideStone Financial Operations Manager specializing in ministerial taxes and business strategy.
Christopher R. Wells
Partner
CFP and Certified Kingdom Advisor with expertise in connecting personal finances to client values. Holds advanced degrees in financial planning from Kansas State University.
Melissa Williams
Office Administrator
Manages client communications and scheduling. Ensures smooth office operations and client service coordination for tax and financial planning appointments.
Michael Lawrence
Assistant Tax Manager
Enrolled Agent with technical expertise in tax resolution. Specializes in helping clients reduce tax liabilities through strategic filing approaches and IRS negotiations.
Natalie Pena
Tax Specialist
Licensed CPA with Master of Accountancy degree from Baylor University. Focuses on individual and business tax compliance with emphasis on accuracy and client education.
Questions
What tax services do you offer for small businesses?
We provide business tax preparation, payroll management, bookkeeping, and IRS audit representation tailored to small business needs.
Can you help with IRS audit representation?
Yes, our Enrolled Agents offer full audit defense services including documentation review, IRS communication, and resolution strategy development.
Do you offer virtual tax preparation options?
Yes, we provide secure online portals for document sharing and virtual consultations via Zoom for convenient tax filing.
What sets you apart from other tax services?
Our team combines EA, CPA, and CFP credentials with 20+ years of experience, offering personalized service and specialized expertise in ministerial taxes.
How are your fees structured?
We offer transparent pricing with no hidden fees. Costs vary by service complexity, with discounts noted compared to traditional firms.
Do you serve clients outside North Texas?
While based in North Texas, our virtual services allow us to assist clients nationwide through secure digital platforms.
