Tax Game Plan

Stashya 

on Google

3 weeks ago

I reached out to Tax Game Plan in probably late January or February; plenty of time for taxes to get prepared by the deadline, by my metrics. Admittedly, my tax situation was a little complicated, but nothing a trained professional couldn’t handle [tones of foreshadowing]. I met with Payton to go over the 2025 tax year and he gave me some pricing options, the cheapest of which I find comparable to H&R block [more tones of foreshadowing]. I met with Payton again and he went over how losses, depreciation, etc could apply to my... read more

Stashya 

on Google

a month ago

I reached out to Tax Game Plan in probably late January or February; plenty of time for taxes to get prepared by the deadline, by my metrics. Admittedly, my tax situation was a little complicated, but nothing a trained professional couldn’t handle [tones of foreshadowing]. I met with Payton to go over the 2025 tax year and he gave me some pricing options, the cheapest of which I find comparable to H&R block [more tones of foreshadowing]. I met with Payton again and he went over how losses, depreciation, etc could apply to my... read more

suitcase travel 

on Google

2 months ago

Great business Have a small real estate llc been thru numerous Tax/cpa firms last 10 years - this one by far best , accurate , personable & available highly recommend 

Brandon 

on Google

a year ago

We hired this firm, specifically, as a CPA "experienced" with "Real Estate" taxes & strategies, for 2024. This firms services have been subpar and certainly not what I expect from a CPA, who's expertise is "real estate." The list of failures, since hiring this services, are as follows: 1. Payton's responses, since hiring this firm early this year, are always inconsistent and slow. 2. Their voicemail states, "returns calls within 24hrs," which has consistantly proven to be false. They never answer calls. 3. When they were rel... read more

Dan Lewkowicz 

on Google

2 years ago

Payton Gillis, CPA is an absolutely incredible resource! I’ve spoken on two different webinars with Payton and was blown away by his knowledge and presentation. I would recommend any real estate investor looking for a top notch CPA who specializes in real estate to reach out to Payton ASAP!