Tax Planning
Tax Planning LLC is a Dearborn, Michigan-based private firm offering personal and corporate tax preparation across all 50 US states and territories, plus business formation and registration services, delivered primarily through a secure online client portal.
- Company typePrivate
- Founded2014
- HeadquartersDearborn, United States
- Headcount1–10
- GTM typeB2B and B2C
- OfferingServices
What Tax Planning does
Tax Planning LLC is a private, founder-owned tax preparation and business solutions firm headquartered in Dearborn, Michigan, operating under founder Faith Shepard, MBA, who brings over 30 years of tax and finance experience. The firm delivers two core service lines: personal and corporate income tax preparation across all 50 states and US territories, and business solutions encompassing entity formation, EIN filing, business registrations, and business tax preparation. In-person service is restricted to Michigan residents, while the majority of delivery is virtual through a secure client portal and Square-based online appointment scheduling.
The underlying technology is an online accounting firm management system with a secure client portal (portal.taxplanningllc.net) used for document upload, communications, file storage, and refund-status tracking. The system relies on SSL-encrypted data transfer, access-controlled storage, and compliance with the EU-U.S. Privacy Shield and the California Consumer Privacy Act. The firm maintains BBB Accredited Business status and is an IRS Authorized E-File Provider. There is no proprietary AI/ML, no mobile app, no public API, and no disclosed developer ecosystem; service delivery is human-led professional services rather than a software platform.
Revenue is generated on a professional-services basis via per-engagement tax preparation and entity-formation fees. Pricing is not publicly disclosed; the business solutions offering is explicitly positioned below LegalZoom and RocketLawyer with a 48-hour review and 48-hour filing cadence. Marketing is direct and digital, relying on the firm website, organic social (Facebook, Twitter/X, Instagram), and an email newsletter, targeting individual taxpayers and entrepreneurs/small business owners nationwide for tax preparation and SMB formation. The firm is unfunded, with no disclosed external investors, parent company, subsidiaries, M&A activity, or patent portfolio.
Tax Planning firmographics
Firmographics- Name
- Tax Planning
- Legal name
- Tax Planning LLC
- Website
- https://taxplanningllc.net
- Company type
- Private
- Founded year
- 2014
- Operating status
- Operating
- Headcount range
- 1–10 employees
- Short description
- Tax Planning LLC is a Dearborn, Michigan-based private firm offering personal and corporate tax preparation across all 50 US states and territories, plus business formation and registration services, delivered primarily through a secure online client portal.
- Ownership category
- akta.pro rank
Tax Planning industry classification
Industry- Product category
- Tax Preparation Services
- NAICS
- Tax Preparation Services (541213), Accounting, Tax Preparation, Bookkeeping, and Payroll Services (5412)
- akta.pro primary industry
- Tax Advisory & Compliance (BPAHABAB)
- akta.pro secondary industries
- Tax-Aware Investment Planning (FSAEAAAE), Tax Planning & Personal Tax Optimization Tools (FSAGADAJ)
Keywords
Where Tax Planning is headquartered
LocationHeadquarters
- HQ city
- Dearborn
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
Tax Planning business model
Business model- GTM type
- B2B and B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Technology or R&D, Marketing or Sales, Infrastructure
Revenue model
- Tax Preparation Services: Income tax preparation services for individuals and corporations across all 50 states and US territories, offered both in-person (Michigan) and virtually via secure document portal.
- Business Solutions Services: Business creation services including entity formation, EIN filing, business registrations, and business tax preparation. Clients nationwide can submit requests or schedule consultations.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Other | Pay-as-you-go | Business Creation Services |
Go-to-market motion2 records
Distribution channels3 records
Marketing channels5 records
Tax Planning product offering
Product offeringCore offering
Tax Planning LLC provides personal and corporate income tax preparation services across all 50 states and U.S. territories, delivered both in-person in Michigan and virtually via a secure client portal. The firm also offers a Business Solutions line covering business creation, entity formation, EIN filing, business registrations, and business tax preparation for clients nationwide. Services are sold as professional engagements rather than packaged software products.
Product overview
Tax Planning LLC operates as a tax preparation and business solutions firm offering two core service lines: Tax Preparation for personal and corporate tax returns (serving all 50 states via virtual e-filing, with in-person service limited to Michigan), and Business Solutions encompassing business creation, registrations, EIN filing, and business tax preparation. The company also provides a Client Portal platform for online document submission and refund tracking. A forthcoming Financial Literacy School (F-Lit!) is in development. The offering is a unified service model rather than a modular software platform.
Differentiator
Problem solved
Functional benefit
Products and services
- Tax Preparation Income tax preparation service for individuals and corporations across all 50 states and U.S. territories. Available via in-person meetings (Michigan residents) or fully virtual e-filing through the firm's secure client portal, with tax strategies designed to optimize returns.
- Business Solutions Comprehensive business services for entrepreneurs and small business owners nationwide, including business creation, entity formation, EIN filing, business registrations, and business tax preparation. Custom-priced per engagement with a price guarantee lower than LegalZoom and RocketLawyer, a 48-hour review period, and a 48-hour filing turnaround once payment is received.
Companies that use Tax Planning
Customer profileSegments2 records
Ideal customer profiles2 records
Tax Planning technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Feature3 records
Tax Planning partnerships and signals
Strategic signalScale indicators1 record
Recent moves4 records
Expansion highlights4 records
Tax Planning competitors and assessment
Company assessmentDirect peers
- Bench: Tech-enabled bookkeeping and tax preparation service primarily serving US small businesses. Comparable to Tax Planning's Business Solutions line on SMB-focused, virtual-delivered tax and accounting services.
- Rocket Lawyer: Online legal and business formation service offering entity creation, registrations, and ongoing compliance. Named alongside LegalZoom as a price benchmark Tax Planning undercuts, indicating direct competition on business solutions.
- LegalZoom: Online legal services platform offering business formation, EIN filing, and registered agent services. Tax Planning explicitly positions its Business Solutions pricing below LegalZoom, making it the primary head-to-head competitor in entity formation.
- 1-800Accountant: Virtual-first accounting and tax preparation firm serving SMBs and individuals across the US. Closely comparable to Tax Planning LLC on service model (remote tax prep + business advisory), customer segments (individuals and small businesses), and national virtual delivery.
Broad incumbents
- TaxAct: Online DIY tax preparation software with individual and business tiers. Competes with Tax Planning primarily on price and convenience for self-directed filers.
- Intuit (TurboTax): Dominant DIY tax preparation software used by tens of millions of US taxpayers annually. Represents the principal price-and-convenience competitor for Tax Planning's individual tax preparation service.
- Liberty Tax: National tax preparation franchise with physical offices and online filing. Overlaps with Tax Planning on individual and small-business tax preparation across the US.
- Jackson Hewitt: National tax preparation chain offering in-office and online tax filing for individuals and small businesses. Competes with Tax Planning on personal and small-business tax preparation at scale.
- H&R Block: Largest US tax preparation retailer offering DIY software, online filing, and in-person retail offices across all 50 states. Competes with Tax Planning across both the personal tax preparation and small-business segments, with vastly greater scale and brand recognition.
Emerging players
- Keeper: AI-driven tax filing service for individuals and SMBs. Represents an emerging technology-led entrant into the same US tax preparation category in which Tax Planning competes.
Market position
Strengths4 records
Weaknesses4 records
Competitive moat3 records
Key risks6 records
Key highlights6 records
Customer concentration
Tax Planning social profiles
Digital presenceTax Planning compliance and trust
Trust signalCompliance2 records
Tax Planning financial estimates
Financial estimateRevenue estimate
Valuation estimate
Tax Planning leadership team
Management profileNumber of profiles
Profiles1 record
Tax Planning funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Tax Planning M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Tax Planning
What does Tax Planning do?
Tax Planning LLC provides personal and corporate income tax preparation services across all 50 states and U.S. territories, delivered both in-person in Michigan and virtually via a secure client portal. The firm also offers a Business Solutions line covering business creation, entity formation, EIN filing, business registrations, and business tax preparation for clients nationwide. Services are sold as professional engagements rather than packaged software products.
Is Tax Planning a public or private company?
Tax Planning is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was Tax Planning founded?
Tax Planning was founded in 2014. It employs 1 to 10 people.
Where is Tax Planning based?
Tax Planning is headquartered in Dearborn, United States, in the North America region.
How does Tax Planning make money?
Two revenue lines are on record. Tax Preparation Services are the primary driver. The others are business Solutions Services.
Who are Tax Planning's main competitors?
Direct peers on record are Bench, Rocket Lawyer, LegalZoom and 1-800Accountant. Broad incumbents are TaxAct, Intuit (TurboTax), Liberty Tax, Jackson Hewitt and H&R Block. Keeper is listed as an emerging player.
Does Tax Planning have an API?
No public API is recorded for Tax Planning.
What industry is Tax Planning in?
Tax Planning's product category is Tax Preparation Services. Its primary akta.pro industry code is BPAHABAB, Tax Advisory & Compliance, with a secondary code of FSAEAAAE, Tax-Aware Investment Planning. Its NAICS code is 541213.