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Claim Creative Planning on TaxScout

Free forever. Edit your page and get client requests from The Woodlands (up to 2 a month free when clients ask) — plus a 14-day trial of the full platform whenever you're ready, no card.

  1. 1. Confirm it’s you
  2. 2. Create account
  3. 3. Go live

Confirm it’s your firm

A 6-digit code proves you run this practice. Takes about a minute.

Creative PlanningThe Woodlands, TX

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What you get

  • Free basic profile, forever. Your listing stays up and stays free.
  • Edit your page. Your description, hours and services — in your words.
  • Client requests from your city. People asking for a tax professional nearby are routed to claimed firms: up to 2 a month free on the free profile, when clients ask; no limit during a trial and on a paid plan.
  • 14-day full-platform trial, when you want it. Client portal, AI document processing and more. Start it from your dashboard whenever you're ready — it doesn't start when you claim. No credit card.
Step 1Confirm it’s youA code to your work email or the business phone.
Step 2Create your accountOne password; no card.
Step 3Go liveInstantly with a firm-domain email or the business phone; otherwise after a quick review.