The IRS has extended the filing and payment deadline to May 17, 2021 without interest or penalties. The due date for the 1st Estimated Payment is still April 15, 2021. We are in the office our regular hours and making appointments for returns which have unusual situations that need to be discussed. Masks are required. This year we also have a secure portal to upload your documents. If you would like to do this, email Joel or Laura and we will send you a secure link to upload your data.

You may drop your tax documents in the night deposit slot to the left of the front door,

or, you may Mail, Fax or Email them.

We will call you with any questions and will mail your return to you when it is completed.

Questions or concerns? You are encouraged to call the office at (937) 696-2049 or

Joel’s cell phone at (937) 470-8455.


Welcome to our website!

This website exists to provide clients and potential clients with information concerning our firm and our unique, low-pressure approach to personal and professional services. We have an excellent client-retention rate, and we are extremely proud of the high-quality services that our firm provides.

Please, feel free to browse our website to see the services we offer as well as the many helpful resources we provide. When you are ready to learn more about what we can do for you, we encourage you to contact us.

About Planning Systems

We are a family-owned and operated business located in downtown Farmersville, Ohio, since 1995.

We’re dedicated to serving all of your tax preparation and planning needs. Contact us today to find out what we can do for you.

We specialize in preparing tax returns for:

  • Investors
  • Farming
  • Ministers
  • Contractors
  • Distributors
  • Trucking
  • Students
  • Rental Property Owners