Planning Systems

Results

We work with you on a personal level to determine the best solutions for your unique needs, then leverage our seasoned expertise to achieve the best possible results.

Relationships

We are your trusted partner in success. Our firm is large enough to offer a full range of professional services at a fair price, but small enough to give you the individual attention that you deserve.

Relief

Rest assured that when a need arises, our firm is ready and capable to handle everything for you so you can focus on what matters most to you.

Meet Our Staff

Joel has been preparing taxes professionally since 1970.
His credentials include:

• BA in Philosophy and Psychology
• Masters Degree in Finance
• District Manager, H&R Block, St. Louis County, MO
• Manager of Financial Analysis at Kraft Foods
• Manager of Information Systems at environmental engineering firm
• President of small chain of computer stores
• CFO at environmental engineering firm
• Custom Software Development

Laura has been with us since 2003, preparing taxes and meeting with clients when they drop off and pick up their returns. She earned her Executive Option Departmental Certificate in Accounting from Clark State College in 2017 and is an IRS AFSP Certified Tax Professional. If you’d rather talk to the person who really knows what’s going on instead of the guy in charge, Laura is the one to talk to.

Renee does initial tax document entry, preparation of client documents, and client contact. She majored in pure Mathematics at the University of Toledo, and loves tutoring students and friends in higher math. She also has experience as a restaurant manager and as an event coordinator for Amplified Digital Entertainment. Over all, she truly enjoys assisting people in meeting their goals.