MEET OUR Founder
Crystal McMahon, CFP, EA
Crystal McMahon founded Tax Planning 4 You because she understands taxes shouldn't be handled in isolation and wants to deliver complete financial solutions to her clients. As a Certified Financial Planner, she's spent years helping clients build comprehensive financial plans, and that perspective shapes everything she does. She understands how tax decisions ripple through retirement accounts, investment portfolios, estate plans, and business growth. That broader view means she doesn't just prepare your return. She shows you how the numbers connect and where smart planning today creates better outcomes tomorrow.
As an Enrolled Agent, Crystal is authorized to represent clients before the IRS and has deep training in complex tax situations. She's also working toward her CPA credential, continuing to build expertise that serves her clients at the highest level. For Crystal, credentials matter because they represent the knowledge and skill clients deserve. But what matters most is using that expertise to give people clarity, control, and confidence in their financial decisions.
About Tax Planning 4 You
Our Mission
We exist to give people clarity and control over their tax decisions. Taxes are complicated, but understanding them shouldn't be. Our mission is to help clients see how tax planning connects to everything else in their financial lives, so they can make smarter choices today and build the future they want. We do that through honest guidance, thoughtful strategy, and a commitment to treating every client like a partner, not a transaction.
Tax Strategies Designed around You
The tax code would fill a large gymnasium if it was printed on paper, and doing them DIY can be hazardous to your wallet. We believe that providing good tax service starts with listening. Every individual, family and business has different goals, challenges, and finances. Our job is to understand yours and build a tax strategy that works. We don't believe in one-size-fits-all solutions, or cookie-cutter advice. We believe in clear communication, proactive planning, and treating you like the capable person you are.
Taxes are complicated, let us take this stressful item off your To-Do list.