About

About Our Firm

For new or existing clients that prefer the convenience of on-line tax preparation services, each client is provided access to SecureFilePro™ which provides a personal secure file exchange portal between Plano Tax Prep and the client. We can exchange confidential tax documents securely and conveniently. Your files are always protected by tough, industry-standard security measures. All transmissions are secured with 256-bit SSL encryption, and files are encrypted at rest on the server. At all times, clients can view and access only their own documents. We correspond with clients via conference calls and through secure e-mail. All returns are electronically filed after they have been approved by the client.

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Meet The Team

Our Founder

Joseph Rosio

Credentials

TX CPA License No. 109545
NY CPA License No. 062080-1
Finra Series 6,7,63 & 65
TX Life & Health Insurance License No. 2145640

Alex Bonello

Ginny L. Koubek

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