QiK Tax Services was formed in 2012 to help taxpayers who qualify for the myriad of IRS credits and deductions ranging from: Child Tax Credit, Earned Income Credit, ACA Premium Tax Credit plus many more, get the maximum amount of refund they are entitled to.
PLAN (dba Plan LLC, Plan Tax Solutions. Plan Tax Problem Solutions) was founded in 1984 as a Financial, Investment & Tax Planning firm serving the needs of predominantly wealthy individuals that has evolved into a Tax Problems Solutions firm helping all income levels of taxpayers specializing in providing affordable solutions to businesses and individuals alike who, for whatever reason, find themselves at odds with the IRS.
Our clients never meet or speak with the IRS and PLAN can represent taxpayers in all 50 states.Say Goodbye to The IRS Now!
Jake Schneider, CPB
Founder of QiK
Jake Schneider founded QiK in 2012 after working with his father in PLAN for several years before serving as a tax preparer, office manager and regional supervisor managing several Liberty Tax Service offices from 2006 through 2011. Jake teaches tax classes for QiK IRS CE, an IRS approved continuing education provider.
In 2010 Jake earned his CPB by completing his Certified Public Bookkeeper through the National Association of Certified Public Bookkeepers. Jake is also in the process of becoming an Enrolled Agent and currently assists in in the area of Tax Resolution. Contact Jake at (785) 783-8888, Jake@PlanLLC.org, or visit at QiKtaxLLC.com.
Mark A. Schneider, EA, CPB, CTRS & NTPI FELLOW
Founder and Chairman of the Board
Mark A. Schneider founded PLAN in 1984 and is now one of the nation’s leading experts on solving individual and small business IRS tax problems. As an IRS Licensed Enrolled Agent (licensed in all 50 states to represent tax payers), he has represented thousands of taxpayers who owed the IRS, but simply could not afford to pay.
He entered business in 1971 after serving three years as a paratrooper in the United States Army Airborne Infantry, which included a tour of duty in Vietnam, as well as numerous leadership schools and assignments.
Mark left the Army to continue his education at the University of Kansas where he earned BS degrees in accounting and business administration. Mr. Schneider financed his education through several entrepreneurial enterprises beginning in 1971. These ranged from retail businesses to real estate investments and development to ongoing financial, investment and tax consulting services.
Mark has operated PLAN since 1984 originally helping individuals and businesses with Tax Problem Solutions and Financial, Investment and Tax Planning until retiring from investment advisory services in February 2017 in order to concentrate exclusively on Income Tax Preparation and IRS Tax Problem Solutions. Contact Mark at (785) 357-7777, Mark@PlanLLC.org, or via the contact form at PlanTaxSolutions.com.
CPA – Tax & Accounting Specialist
Kelly Coughlin is a CPA and in addition to working with Plan LLC & QiK Tax Services during tax season Kelly is also the CEO of BankBosun and an independent consultant with Equias Alliance. He brings over 25 years of experience in providing investment, risk management and technology solutions to banks located throughout the US.
His prior experience includes CPA with PricewaterhouseCoopers (Coopers & Lybrand) in NYC and Minneapolis; Risk Manager with Lloyds Bank in Minneapolis and London; and CEO of GlobalBridge, an investment management and financial technology company providing solutions to the banks, brokers and financial advisors. Kelly earned his undergraduate degree (BA) from Gonzaga University and a master’s degree in business administration (MBA) from Olin Graduate School of Business at Babson College in Wellesley.
Firm Administrator & Client Specialist
Jessica Vasquez is Plan LLC’s, Firm Administrator and is an experienced Client Specialist. She joined PPI in October 2003. Jessica completed the H&R Block income tax course November 2004, has managed a Liberty Tax Service office and teaches tax classes for Liberty Tax Service.
Jessica Vasquez joined PLAN in October 2003 and is a seasoned Firm Administrator and Client Specialist. She completed the H&R Block income tax course in November 2004, has managed a Liberty Tax Service offices and currently manages QiK Tax Service offices.
Jessica teaches tax classes for QiK IRS CE, an IRS approved continuing education provider. Jessica also assists in the area of Tax Resolution. Contact Jessica at (785) 357-7777, Jessica@PlanLLC.org, or via the contact form at PlanTaxSolutions.com.
Dolores “Dee” Storrer, CPB
Administrative Assistant & Client Specialist
Dee joined Plan LLC. in June 2007 as Administrative Assistant and Client Specialist. Her financial services experience includes working many years with her husband in the insurance business. She has has also managed a Liberty Tax Service offices and currently QiK Tax Services offices. She teaches tax classes for QiK IRS CE, an IRS approved continuing education provider.
In 2010 dee earned her CPB by completing her Certified Public Bookkeeper through the National Association of Certified Public Bookkeepers.
dee also assists in the area of Tax Resolution. Contact Dee at (785) 357-7777, Dee@PlanLLC.org, or via the contact form at PlanTaxSolutions.com.
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