The Tax Plan Advantage was established with the vision to serve our clients’ needs with a holistic approach to their current tax preparation needs and planning their own tax outcomes long term. Our firm specializes in tax planning and in partnership with our sister company David Lukas Financial, we prepare all forms of tax returns: 1040 personal, Corporate S and C, Partnerships, Trust returns and all other federal forms as well as State, Multi-State, City, and even local.

We work hard to we keep your money where it belongs!

We are proud to only operate in a private and secure, IRS Circular 230 compliant communications network to submit all state and federal tax work documents.