The Income Tax Planning Network does grow thanks to referrals. What really fuels our success, though, isn’t the successful tax returns (although that helps a ton with credibility). It’s not even the marketing and advertising. It’s not our team of professionals working hard to get your refunds ready. It’s this below:


“Becky was very professional, knowledgeable about what she was doing. She has a very pleasant and friendly attitude that makes you feel as if you have known each other for years. When I had any questions, she responded promptly to my needs…. She was very helpful, because I wasn’t sure if I could file taxes…. If you ask me, she deserves all the raises, awards, bonuses your company has to offer. And I look forward to working with her for many years to come. Thank you an excellent job well done.”

— Lois Davis Colbert


“I had an opportunity to use your tax service this year for the first time. The overall experience was fantastic. Due to a few scheduling glitches on my end, I needed to reschedule a few times. The people I spoke to were always very accommodating. When I finally spoke to the person who too my information, Amy Miller, she was very friendly and professional. She was very helpful and made sure that I had easy access to her with additional information. The accountant, Becky Green, was also very friendly and professional. She was very accommodating to my schedule and the few things I needed to get back to her with. I was very happy with the service [Income Tax Planning Network] from beginning to end.”

— Michelle Giannoulakis

“I did receive my federal tax return, which was direct deposited. Also, I believe I need to send a check for the state part that I owe…. I’m wondering how to do this? I’m assuming I must to this before April 15?”

“Thanks so much! You did an amazing job with my return, and I will recommend you & your company to everyone I know! :-)”

— Jennifer Mack (Mattison)


“Karla has always been professional, skilled, honest, and trustworthy. I have recommended several friends and business owners to see her, and they consistently thank me for the referral [to the Income Tax Planning Network]. I will never go anywhere else!!!”

— Barbara W.


“I made the mistake of taking my taxes to a tax service store front last year instead of seeing Karla. I will NEVER make that mistake again! She [Karla] has always been prompt, understanding, helpful and funny!! I am just smarter now and make an appointment or use her drop-off services.”

— Brian F.


“For the past four years, Karla has been taking excellent care of my wife and my taxes. I could not be more grateful and happy about the job that Karla Gerrard has done. She has always been professional about the way she conducts business and paperwork. Thank you.”

— Rick and Joy


The Benefit of a Collaborative Income Tax Planning Network

Checking in With the Income Tax Planning Network

Financials From A to Z With the Income Tax Planning Network


Our real success just happens to be your satisfaction. And this is where everyone gets to read about it. Right here. This is the Network’s voice right now.




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