About Us

We Tax Planner was formed by a group CPA’s and E.A’s to assist common man needs in tax financial services.

We Tax Planner is a full service tax consulting firm offering tax return preparation, tax planning, tax compliance, accounting, bookkeeping, business advisory, business incorporation, and payroll to a wide variety of clients ranging from individuals, small to medium-sized businesses.

Believe

We believe in the value of relationships. We view every client relationship like a partnership, and truly believe that our success is a result of your success.

Commitment

We are committed to providing close, personal attention to our clients.

Assurance

We take pride in giving you the assurance that the personal assistance you receive comes from years of advanced training, technical experience and financial acumen.

Mission

Our mission is to simplify finances, save money and time for millions of Indian businesses and people. We are a technology company that builds trusted, useful and insightful platforms for our clients to run their finances and improve their relationship with money.

Products that perform seamlessly during any kind of surge, so you don’t have to worry about up-time and reliability. Upload and process any amount of data any time of the month, smoothly.

The Clear difference

Our products are built on top of secured, AI powered, cloud-based technology platforms. Our teams use cutting edge technology and data sciences to build products empowering Indians to make better financial choices.

More and easier wealth creation for millenials We are oversimplifying wealth creation and savings for you. We revolutionised the idea of self filing with a click of the button. As taxes, investment and personal finance go hand in hand, we are now powering the financial growth along with saving time and money for you.

We are powering tax experts to maximize savings for their clients by claiming every input tax credit deserved. Tax experts are trusted by clients by accurate and timely compliance needs. We eliminate filing errors and are 3X faster than government, which creates time and peace of mind for our customers.

Services

Here is the wide list of services we provide to our valued customers.

Individual Services

Preparation and Filing of Individual Tax Returns.
ITIN Preparation Services.
Advance Tax Planning Services.
FBAR and FATCA filing Services.
IRS and State Audit Representation Services.
Amendment Tax Filing Services.

Business Services

Preparation of Corporate Income Tax Returns.
1.Form 1065.
2. Form 1120.
3. Form 1120-S.
Business Incorporation Services.
Book-Keeping Services.

Fee Structure

Federal Filing Charges

Form 1040 - Resident

$15

Form 1040NR - Non Resident

$25

State Filing Charges (Each State)

$20

Testimonials

Aditya Kumar P

Omaha, NE

Excellent service from the team We Tax Planner. They are very knowledgeable and made my tax filing very easy. Should appreciate the support and information provided by wetaxplanner at every stage... easily approachable.

Siddharth P

Phoenix, AZ

I filed my Tax returns through We Tax Planner this year. They gave me good refund amount. I will definitely recommend to my friends, very accommodating, professional and make you feel at home. I have already recommended few of my close friends and will continue to do so. I wish them all the best.

SaravananSundaram

North Attleboro, MA

I have filed my Business Tax Returns (1120-S) and Individual Tax Returns through We Tax Planner. The team has good knowledge on Business tax return filing as well. I like the service and look forward to receive same service in future years as well.

Imran K

Sanjose, CA

It is good experience in filing Tax Returns through We Tax Planner Company. They are very patient in answering each and every question.

Our Clients From

We Serve a best Quality service to our client, Top Trusted clients on our Relationship.

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