Raymond B.
9/6/2017
Phoenix Tax Planning has done my taxes for personal and my business for years. They are great people, treat me with respect and help save me and my business money. Do not know what I would do...
Phoenix Tax Planning
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8801 W Union Hills Dr Bldg C
Peoria, AZ 85382
Strategic Tax Planning LLC is a financial planning firm located in Peoria, AZ, serving the northwest valley communities since 1996. They offer comprehensive financial planning services, including estate planning, life insurance, health insurance, college planning, retirement planning, and tax planning. Their team of financial advisors, who are also licensed insurance agents, work together to provide personalized solutions for individuals, families, and businesses.
With a focus on building complete financial plans, Strategic Tax Planning LLC helps clients navigate various aspects of their financial journey. Their advisors hold professional designations such as CFP (CERTIFIED FINANCIAL PLANNER) and CEP (Certified Estate Planner), ensuring expertise in their field. Committed to providing exceptional service, they offer complimentary consultations to address questions and concerns related to wills, trusts, life insurance, health insurance, and all aspects of financial planning.
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3.53 reviews
Dimi N.
7/15/2017
Super disappointed in this tax service company- we were recommended here by a friend. Seemed to do adequate on our first year (although I am now having them rechecked) so we went for our 2016...
Leah J.
12/17/2015
Gary Deardorff called me about 1 hour after I submitted a question online through the Dave Ramsey site. Phoenix Tax Planning is an Dave Ramsey Endorsed Local Provider. I felt very comfortable...
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