Sage Tax Planning LLC was founded by Jeremy and Jason Aguirre with the goal of building a long-term, family-operated firm rooted in structure, integrity, and service. After previously operating a successful granite business together and maintaining active involvement in real estate, we chose to build a business that would remain essential regardless of economic cycles.
Tax preparation is not seasonal opportunity — it is year-round responsibility. Our mission is to create a firm that can be passed on to the next generation while serving individuals and businesses throughout Green Bay and Brown County with consistency and professionalism.
Jason Aguirre is the owner of Sage Tax Planning LLC and oversees firm operations, business development, and client communication. His background in business ownership and real estate brings operational discipline and structured management to the firm.
Jeremy Aguirre serves as the firm’s tax preparer, focusing on accurate federal and Wisconsin state filings, compliance oversight, and organized financial reporting. Every return is prepared with attention to detail and long-term clarity in mind.
We believe tax preparation should be more than transactional filing. Our firm is built on structured processes, clear communication, and long-term consistency for individuals and businesses in the Green Bay community.
• Organized and documentation-driven
• Transparent and compliance-focused
• Structured for long-term stability
• Built to serve Green Bay families and businesses for generations
If you’re looking for structured, compliance-focused tax preparation with long-term stability, Sage Tax Planning LLC is ready to assist.