American TAX & PLANNING services

The ultimate solution to optimize your business

and ensuring your enduring legacy.
Now Serving Leesburg, Florida

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experience the difference of professional Tax Planning

Our team of Experts are ready to get things sorted for you!

Income Taxes - Federal, All States & Locals

IRS Audits, Problems, Issues

Payroll, Sales Tangible Taxes

Accounting/Bookkeeping

Tax Planning

Estate & Trust Taxes

PFS - Personal Financial Specialists

Member via Affiliate Quickbooks Professional

Advisers Program

Corps (S & C), LLC's, Partnerships, Self Employed

Prior Years Federal, State Taxes

Amended Tax Returns

Financial Statements

Business Planning

New & Small Business Setup & Consulting

Financial Planning

American Tax & Planning Services

American Tax & Planning Services brings you trusted counsel and valuable financial solutions. With our extensive expertise in retirement and estate planning, annuities, insurance, and investments, we tailor plans to your needs.

Experience our core values of communication, principles, relationships, and integrity. Contact American Tax & Planning Services today for a secure financial future.

OUR SERVICES

Tax returns

Maximize your business's financial potential with American Tax & Planning Services—trusted experts since 1985—offering tailored corporate tax return services to ensure tax efficiency and unlock greater profitability. Take control of your company's financial success today.

accounting

Experience trusted financial counsel and tailored solutions with American Tax & Planning Services. Our expertise in retirement planning, insurance, and investments ensures peace of mind and significant tax savings. Partner with us today for a secure financial future.

business services

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Unlock your business's financial potential with American Tax & Planning Services. With our extensive range of expertise in new business setup, payroll, sales tax, we provide tailored solutions to meet your specific needs.

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Reviews

What Our Clients Say

Did your Advisor get you out of the stock market BEFORE its collapse in 2008-09? Mine did!

About a year after having met though some friends, I asked for their thoughts on my investment portfolio. One week later, we met to go over their recommendation(s). Being very confident with the investment choices I had made over the years, I was greatly surprised to hear their opinions and recommendations;

“Sell it all, we are headed for a financial crisis”.

Obviously, they couldn’t have been more correct! At first, I didn’t understand why they could be so sure. So I asked, they explained, and I acted. I had been a successful business man, dealing with market cycles and credit lines for over 25 years at the time, but I didn’t see the crisis ahead. Thank God I listened. Since then, they have helped me prepare for my retirement and future wealth transfer to my heirs. I feel extremely secure with my financial future.

Reid A.

Working with John gives me complete peace of mind. He took the time to get to know me as a person, then to understand where I was at financially, and what my goals were. He then recommended how he could help me achieve those goals and now I am well on my way. When I have questions John is quick to respond with all the information needed for me to make decisions. John is a Joseph in my life.

caroll c.

John helped advise me on my Teacher Retirement IRA. The return I got was unbelievable compared to anything I could find locally. Because safety is important to me at my age, he helped me find safe, lucrative investments earning high rates of return. In fact, when my first investment matured, I was able to buy my dream car, a Corvette! He clearly explained everything so I could understand. No one had ever taken the time to do that for me before. And, it all worked out exactly how John said it would! I’m so grateful for his help.

Sandra f.

I started working with John in 2004 when I was a school teacher. I was so pleased with the service and growth of my retirement funds that I started referring friends and family to him. Now, he is not only my trusted advisor, he is also my friend.

Elise S.

We met John when I was getting ready to retire. Once I did retire, he advised me to move my 401k to a new, safe IRA investment. Safety became more important at this stage because we don’t have time to make the money back. If you aren’t knowledgeable about this, then you should definitely work with a firm like John's. He has always done what he said he would do. He stands behind his word- when he says something, you can bank on it. We are so thankful for our relationship with him, it has been such a blessing.

Dewey and Vickie W.

We originally met thru a mutual friend and over the next few years, John assisted me with some of my business efforts, all of which were extremely successful.

Therefore, it only seemed natural to seek advice from him in his area of expertise. In 2009, I approached John with the purpose of seeking his input for my elderly widowed Mother. He took the time to methodically review every aspect of her scenario. We conferred on his recommendations and decided to move forward.

Over this entire time frame, John’s advice has consistently proven to be excellent. I couldn’t be more pleased and appreciative of this personal, as well as professional, relationship.