Your Directory of Top Tax Strategists (Tax Planners) in the USA

Connect with vetted and verified tax planners and advisors who can help you save on taxes and plan for the future

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5.0
(10 reviews)
Brooklyn
Atlantax Group LLC provides international tax planning and compliance for businesses and high-net-worth individuals. Services include global tax minimization strategies, entity selection, transfer pricing, corporate and expatriate tax returns, and cross-border investment planning. They assist clients worldwide with U.S. and foreign tax regulations….
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International Tax Planning and Compliance Expertise
Atlantax Group LLC specializes in international tax planning and compliance, offering distinctive tax strategies for organizations operating internationally. The firm possesses special insight into how U.S. and non-U.S. tax laws can affect a company’s bottom line and assists with related compliance issues. For individuals and families with international wealth, this group advocates careful, proactive tax strategies to ensure compliance while maximizing savings.

Strategic Tax Solutions for Businesses
For organizations, Atlantax Group LLC’s international tax planning services help ensure the selection of the correct tax structure. This approach aims to realize the greatest tax savings now and in the future. The firm assists businesses in optimizing their global tax rate, maximizing opportunities for tax savings, and fostering confidence in smart business decisions. This company works with businesses around the world, including those based in Puerto Rico, Brazil, Argentina, and Europe.

Comprehensive Business Tax Services
The range of international tax planning services for businesses includes:
– Corporate tax returns
– Global tax minimization strategies
– Entity selection and tax classification
– Transfer pricing consulting
– Accounting and auditing for multi-jurisdictional operations
– Export incentive planning
– Foreign tax credit planning
– U.S. and foreign tax incentive programs
– Foreign national and expatriate individual tax returns
– Repatriation planning
– Debt and equity rules
– Business acquisitions and divestiture
– International estate and asset protection planning
– Representation with tax authorities
– Indirect tax (VAT, withholding tax, GST, other duties)
– Cross border real estate investments

Personalized Tax Planning for Individuals
Atlantax Group LLC understands that each family or individual has unique needs, and takes the time to understand how various elements can affect their money. The firm examines personal taxes, business dealings, and any foreign investments to devise a plan that minimizes the effective global tax rate. Whether a U.S. citizen working abroad, a foreign citizen working in the U.S., or an individual with foreign investments, this group provides insight into all available options. This company has tax planning and advisory experience in the United States, Canada, and Europe.

Specialized Individual Tax Services
International tax services for high net worth individuals provided by Atlantax Group LLC include:
– Global tax minimization strategies for individuals
– Foreign tax credit planning for expats
– US and foreign tax incentive programs
– U.S. expatriate tax returns
– Repatriation planning
– Business acquisitions and divestiture
– International estate and asset protection planning
– Representation with tax authorities
– Indirect tax (VAT, withholding tax, GST, other duties)
– Cross border real estate investments

Tam Accounting Inc. specializes in strategic tax planning services for individuals and businesses. They offer personalized strategies to minimize tax liabilities, maximize wealth, and provide retirement, estate, and business expense planning. Services also include IRS representation for a diverse clientele, from business owners to high-net-worth individuals….
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A Strategic Approach to Tax Planning
In the complex world of finance, understanding the tax landscape is crucial for financial success. Tam Accounting Inc. offers specialized tax planning services designed to minimize tax liabilities and maximize wealth. The firm emphasizes that effective tax management is fundamental to financial health.

Tax planning is a critical exercise, allowing individuals and businesses to leverage various tax exemptions, deductions, and benefits. Its core goal is to minimize tax liability while also facilitating the smooth flow of other financial plans. This proactive approach helps to reduce overall tax liability and boost net income and savings.

Expert and Comprehensive Services
As a professional tax expert, Tam Accounting Inc. possesses the knowledge to navigate complex tax laws and their impact on diverse financial situations. This company provides personalized tax planning strategies, carefully tailored to meet the specific needs of individual taxpayers and businesses.

The firm’s comprehensive services include personalized tax reduction strategies, retirement planning, and estate and trust planning. This group also offers expertise in business expense and deduction planning, alongside IRS representation and tax problem resolution. Additionally, they help manage income timing for maximum benefits and plan business expenses strategically.

Dedicated to Diverse Client Success
Tam Accounting Inc. is committed to the success of its diverse clientele, partnering with “mission-minded” individuals and businesses across various sectors. The firm serves business owners, real estate investors, and U.S. non-residents. Its extensive client base also includes national and global firms, restaurants, retailers and wholesalers, trucking firms, high-net-worth individuals, contractors, freelancers, tech firms, and e-commerce businesses.

Partnering for Your Financial Future
By working with Tam Accounting Inc., clients can gain peace of mind, knowing their financial future is in the hands of trusted tax professionals. This group is dedicated to helping clients understand their taxes, enabling them to make informed financial decisions that align with their personal and business goals. Contact this team today to learn how their comprehensive tax planning services can help minimize taxes, grow wealth, and achieve financial objectives.

Heslep Tax and Retirement Planning provides expert tax planning and advisory services, offering personalized strategies to minimize liabilities and maximize savings for individuals and businesses. They also guide clients through comprehensive retirement planning, leveraging investment products to achieve financial goals….
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Tax Planning and Advisory Services
Heslep Tax and Retirement Planning offers Tax Planning and Advisory Services to help clients navigate the complex landscape of tax regulations and optimize their financial situation. By leveraging extensive knowledge and experience, this group provides personalized strategies. These strategies aim to minimize tax liabilities and maximize savings for individuals and businesses.

Key Benefits of Their Approach
A proactive approach ensures clients stay compliant with tax laws while taking advantage of every available deduction and credit. This company develops strategies to reduce the amount owed and identifies all eligible deductions. They offer customized tax planning based on unique financial situations, anticipating and planning for future tax implications to maintain optimal financial health.

A Foundation for Effective Wealth Management
Heslep Tax and Retirement Planning believes tax strategies are essential for effective wealth management. Such strategies reduce tax burdens, optimize income, and facilitate efficient wealth transfer. The firm’s tax professionals collaborate with clients’ legal and wealth advisors, keeping them informed on the latest tax laws and offering comprehensive services.

Serving Diverse Client Needs
This group specializes in serving high-net-worth individuals, families, and business owners. They also cater to executives, medical professionals, athletes, and privately held companies. Comprehensive services are tailored to the specific requirements of these diverse clients.

Integrated Planning for Future Goals
From preparing annual tax returns to creating tax-advantaged estate plans, Heslep Tax and Retirement Planning provides flexible strategies. These strategies are tailored to clients’ changing needs. For retirement planning, the firm guides individuals with practical steps and a broad range of investment products, helping them achieve and enjoy their envisioned retirement lifestyle.

Torino Accounting Group offers proactive tax planning and savings strategies to minimize IRS liability for high-net-worth individuals, small businesses, and nonprofits. They also provide dependable accounting, tax returns, and financial strategy for businesses, focusing on maximizing client income and wealth through legitimate tax optimization….
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Strategic Tax Planning for Reduced Liability

Torino Accounting Group helps clients shrink their yearly tax burden. The firm offers a proprietary plan designed to minimize IRS liability through a deep understanding of tax law, complex tax codes, and staying up-to-date on ongoing changes that affect tax returns.

This group believes that proactive planning is the cornerstone of valuable tax savings. Their goal is to help clients plan for greater income by consistently implementing effective tax savings strategies throughout the year. As a result, clients of Torino Accounting Group pay the least amount of taxes allowable by law.

Implementing Proven Tax Saving Strategies

This company employs various strategies to achieve tax reduction. These include moving income into lower tax brackets by splitting it among family members or legal entities, and shifting income or expenses to different years to take advantage of lower rates. The firm also assists with deferring or avoiding tax liability through specific investment options at both federal and state levels, and increasing tax deductions by purchasing desired items.

These and other tax-saving strategies help clients benefit from the growth and savings of their own assets by keeping them out of the government’s hands. Clients can reduce taxes on investments to grow money quicker, keep more of what they earn by reducing taxed income, and defer income to pay taxes later. Torino Accounting Group also helps clients understand estate taxes and planning to ensure families retain more assets, maximize giving potential, and plan for retirement in ways that best benefit them rather than the IRS.

The Value of Proactive Tax Management

Becoming a client of Torino Accounting Group means investing in a tax planning service that aims to pay you back. Most clients experience significant tax burden relief, along with saved time and peace of mind. The fees for this service are often recovered through the reduced tax liability enjoyed as a direct result of the firm’s legitimate planning and tax savings strategies.

Who Can Benefit from Torino Accounting Group’s Services

Torino Accounting Group works with specific client profiles seeking proactive tax planning. This includes individuals earning $250,000 or more (single) or $400,000 or more (married filing jointly) who are looking to retain more of their income.

The firm also serves small businesses and nonprofits located in the Bedminster area with annual revenues between $2 million and $20 million, requiring dependable accounting, tax returns, and financial strategy. Additionally, Torino Accounting Group assists startups with $1 million or more in pre-seed/seed funding that aim to build a financially sound foundation for growth.

Bourbonnais Tax Associates LLC, Certified Tax Coaches and Enrolled Agents in Raleigh, NC, specialize in proactive tax planning and strategies. They help small business owners, high-net-worth individuals, and specific industries minimize tax liabilities, boost income, and increase profitability through comprehensive tax strategies and IRS problem resolution….
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A Proactive Approach to Tax Planning
Bourbonnais Tax Associates LLC in Raleigh offers specialized tax planning for small business owners. The firm emphasizes that proactive planning is crucial for effectively managing tax liabilities and ensuring clients pay the lowest taxes possible. Simply presenting receipts at the last minute is not sufficient for optimal tax management.

The accountants at this company are specially trained Certified Tax Coaches. This advanced education equips them with the skills to mitigate tax obligations, enhance personal income, and boost business profitability. They continually study the tax code and develop new techniques to leverage every legal means available, maximizing tax savings for their clients.

Developing Your Personalized Tax Strategy
The process for reducing taxes begins with a comprehensive tax strategy designed to act as a roadmap for reducing tax burdens and increasing wealth. Initially, a consultation is scheduled to thoroughly understand the client’s financial situation. Following this, clients complete a brief questionnaire and provide copies of their past tax returns.

This information is then used for extensive research over several weeks, exploring various options for tax reduction. Upon completion, the findings are presented in a personalized Tax Strategy. This proactive strategy guides clients in implementing their plan for significant tax reduction.

A Trusted and Ongoing Partnership
When clients engage with Bourbonnais Tax Associates LLC, the firm strives to build a longstanding relationship as their personal tax advisor. Clients can rely on this group to be courteous and responsive to all tax questions and financial concerns, always prioritizing their best financial interests.

This company is committed to constantly revising and updating tax strategies as laws change. This ensures clients remain compliant with new regulations and consistently achieve the best possible tax savings.

Expertise for Business Owners and High Net Worth Individuals
Bourbonnais Tax Associates LLC is dedicated to saving clients the most money on taxes. Their Raleigh, NC Enrolled Agent possesses special training as a Certified Tax Coach in high net worth tax planning. This expertise allows the firm to create personalized tax solutions for business owners and high net worth individuals, based on years of experience.

The tax services offered are specifically tailored for individuals with an income of $250,000 or more.

Specialized Client Focus and Services
This company offers support for IRS Problem Resolution, understanding the intricacies of dealing with the IRS. They can work directly with the IRS on a client’s behalf to resolve complicated tax issues.

For Business Owners and Entrepreneurs, the firm demonstrates how to utilize legal tax loopholes and deductions for dramatic tax reductions. They also provide proven methods for minimizing taxes for Dentists and Veterinarians, enabling them to pay the lowest possible amount and increase personal wealth.

Construction Industry and Trade Contractors benefit from managed accounting needs, saving them valuable time. The Restaurant Industry receives assistance in managing unique aspects like seasonal shifts, high employee turnover, and other impactful events. Additionally, Real Estate Professionals and Investors are supported through efforts to identify industry tax breaks, eliminate unnecessary expenses, and improve their bottom line.

4.4
(111 reviews)
4.4
(41 reviews)
Moore
Polston Tax Resolution & Accounting offers advanced tax planning services for businesses. They provide customized strategies to maximize tax savings by optimizing business structure, identifying deductions, and leveraging credits. Their experienced team delivers proactive, personalized solutions aimed at significantly reducing clients’ tax burdens and ensuring compliance….
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Maximize Tax Savings Through Advanced Planning

Many business owners feel they pay too much in taxes and that their current accountant or CPA isn’t exploring all possible avenues for savings. Polston Tax Resolution & Accounting addresses this concern, with clients reporting an average savings of 41% on their tax bills after engaging their services.

This company fields an entire team dedicated to offering advanced tax planning services for qualified business clients. Each plan is custom-tailored to ensure businesses are properly structured, spending is optimized for deductions, and maximum savings are achieved.

Identifying Opportunities for Tax Reduction

If you suspect you’re overpaying in taxes, this firm can help assess your situation. Several indicators suggest your current tax strategy might not be fully optimized.

One key indicator is a CPA who lacks in-depth knowledge of your business’s operations, how it’s paid, specific functions, and your involvement in each facet. Without this detailed understanding, many strategies for reducing your tax bill may be overlooked.

Additionally, if your CPA isn’t aware of your long-term business goals, you could be missing out on crucial proactive planning. This foresight is essential to avoid overpaying when selling your business or making significant asset purchases without proper guidance.

Another critical point is whether your CPA inquires about your personal spending. The tax code allows certain expenses to be deductible if structured differently, making it vital for your tax planner to understand personal financial habits to help develop strategic plans that reduce your tax burden.

Comprehensive Advanced Tax Planning Services

Polston Tax Resolution & Accounting offers a wide range of advanced tax planning options to help businesses save money. The firm works collaboratively with clients to identify the most suitable solutions, often uncovering numerous tax deductions for various business situations through a holistic evaluation of financial circumstances.

The knowledgeable team provides a broad spectrum of services, including identifying opportunities like using installment sales or tax credits. They create custom plans personalized to individual requirements, exploring all options for tax payments and identifying advantages specific to your business.

Operating with the IRS daily, this group possesses extensive knowledge of key operational requirements and successful strategies. They act as a trusted advocate, assigning a skilled team to provide legal experience, accounting insights, and case management throughout the process.

Why Choose Polston Tax Resolution & Accounting

Unlike many CPAs who might only utilize a handful of basic tax deductions, Polston Tax Resolution & Accounting focuses on strategic, forward-thinking planning. This approach enables business owners to achieve significant reductions in their tax bills.

The firm asserts its expertise, having operated in the business since 2001 and specializing exclusively in tax compliance. This deep understanding of the field’s complexities allows their highly experienced team to offer personalized solutions that meet individualized needs, ensuring clients derive maximum value from their services.

4.4
(111 reviews)
4.4
(41 reviews)
Polston Tax Resolution & Accounting offers advanced tax planning services for businesses. They provide customized strategies to maximize tax savings by optimizing business structure, identifying deductions, and leveraging credits. Their experienced team delivers proactive, personalized solutions aimed at significantly reducing clients’ tax burdens and ensuring compliance….
read more...

Maximize Tax Savings Through Advanced Planning

Many business owners feel they pay too much in taxes and that their current accountant or CPA isn’t exploring all possible avenues for savings. Polston Tax Resolution & Accounting addresses this concern, with clients reporting an average savings of 41% on their tax bills after engaging their services.

This company fields an entire team dedicated to offering advanced tax planning services for qualified business clients. Each plan is custom-tailored to ensure businesses are properly structured, spending is optimized for deductions, and maximum savings are achieved.

Identifying Opportunities for Tax Reduction

If you suspect you’re overpaying in taxes, this firm can help assess your situation. Several indicators suggest your current tax strategy might not be fully optimized.

One key indicator is a CPA who lacks in-depth knowledge of your business’s operations, how it’s paid, specific functions, and your involvement in each facet. Without this detailed understanding, many strategies for reducing your tax bill may be overlooked.

Additionally, if your CPA isn’t aware of your long-term business goals, you could be missing out on crucial proactive planning. This foresight is essential to avoid overpaying when selling your business or making significant asset purchases without proper guidance.

Another critical point is whether your CPA inquires about your personal spending. The tax code allows certain expenses to be deductible if structured differently, making it vital for your tax planner to understand personal financial habits to help develop strategic plans that reduce your tax burden.

Comprehensive Advanced Tax Planning Services

Polston Tax Resolution & Accounting offers a wide range of advanced tax planning options to help businesses save money. The firm works collaboratively with clients to identify the most suitable solutions, often uncovering numerous tax deductions for various business situations through a holistic evaluation of financial circumstances.

The knowledgeable team provides a broad spectrum of services, including identifying opportunities like using installment sales or tax credits. They create custom plans personalized to individual requirements, exploring all options for tax payments and identifying advantages specific to your business.

Operating with the IRS daily, this group possesses extensive knowledge of key operational requirements and successful strategies. They act as a trusted advocate, assigning a skilled team to provide legal experience, accounting insights, and case management throughout the process.

Why Choose Polston Tax Resolution & Accounting

Unlike many CPAs who might only utilize a handful of basic tax deductions, Polston Tax Resolution & Accounting focuses on strategic, forward-thinking planning. This approach enables business owners to achieve significant reductions in their tax bills.

The firm asserts its expertise, having operated in the business since 2001 and specializing exclusively in tax compliance. This deep understanding of the field’s complexities allows their highly experienced team to offer personalized solutions that meet individualized needs, ensuring clients derive maximum value from their services.

5.0
(1 reviews)
5.0
(9 reviews)
Woodland Hills
Moskowitz and Company, Inc. provides proactive tax planning and strategies for individuals and businesses. They specialize in reducing tax liability, maximizing after-tax income, and preserving assets through expert application of tax law, deductions, and investment strategies. Services include estate, gift, and retirement tax planning, continually minimizing taxes throughout the year….
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A Proactive Approach to Tax Reduction

Planning is the key to successfully and legally reducing your tax liability. Moskowitz and Company, Inc goes beyond mere tax compliance, proactively recommending tax-saving strategies designed to maximize your after-tax income.

Commitment to Expertise and Year-Round Minimization

This company makes it a priority to enhance its mastery of the current tax law, complex tax code, and new tax regulations by attending frequent tax seminars. For both businesses and individuals, the firm continually looks for ways to minimize taxes throughout the year, not just at the end, ensuring clients pay the lowest amount allowable by law.

Strategic Benefits for Wealth Preservation

The recommended Tax Saving Strategies from this group are designed to help clients grow and preserve assets by keeping Uncle Sam out of their pockets. These strategies also focus on deferring income, reducing taxes on overall income, and significantly lowering taxes on estates, gifts, investments, and retirement distributions, allowing clients to keep more of what they’ve made and retire in style.

Proven Tax Saving Techniques

Moskowitz and Company, Inc employs various strategies, including splitting income among several family members or legal entities to get more income taxed in a lower bracket. The firm also works to shift income or expenses from one year to another, ensuring they fall where they will be taxed at a lower rate.

Further techniques involve deferring tax liabilities through specific investment choices, such as pension plans and contributions. This group also assists in using certain investments to produce income that is tax-exempt from federal, state, or both taxing entities, and finding tax deductions by structuring money to pay for enjoyable things, like a vacation home.

Client-Centered Service and Tangible Value

Remember, Moskowitz and Company, Inc works for you, not for the IRS. Many clients report saving many times the fee in reduced tax liability through the careful planning and legitimate tax strategies provided by this firm.

5.0
(1 reviews)
5.0
(23 reviews)
Glendale
Pogosian Tax Planning Inc provides specialized advisory and consulting services, focusing on advanced tax-reduction strategies. They assist business owners and high net worth individuals in legally minimizing their tax burden, increasing cash flow, and alleviating tax stress through tailored planning, often collaborating with existing CPAs….
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A Dedicated Approach to Tax Planning

Pogosian Tax Planning Inc is a specialized tax planning and advisory firm focused on helping business owners and high net worth individuals legally reduce their tax burden. This advisory and consulting firm partners closely with clients, utilizing a consultative process to maximize opportunities for lessening tax liabilities.

Differentiated Tax Planning Services

The firm distinguishes itself by not operating as a traditional CPA firm offering typical tax compliance services. Instead, it focuses specifically on assisting business owners with a net income of $1 million or more. This approach is centered on reducing their tax burden through the implementation of advanced tax planning strategies.

Strategic Expertise and Implementation

Leveraging former IRS Agent analytical expertise, Pogosian Tax Planning Inc prepares custom tax strategies for its clients. The firm then meticulously implements a plan designed to align directly with client goals.

Addressing Common Client Concerns

Many business owners find themselves with a substantial tax liability even after deducting all business expenses, often questioning the profitability of their ventures. While their current CPA may ensure timely tax filings and up-to-date books, clients frequently perceive a lack of dedicated time to explore comprehensive tax-saving strategies proactively, outside of tax season.

Advanced Solutions and Collaborative Partnerships

Pogosian Tax Planning offers solutions to these challenges by implementing advanced and vetted tax strategies, often available only to wealthy family office clients. These methods aim to reduce taxes, increase cash flow, and alleviate tax-related stress. Clients are not required to replace their existing CPA, as this company does not provide traditional tax and accounting services and is prepared to team up with current accounting professionals with the sole objective of legally reducing tax burdens.

4.9
(47 reviews)
Greenwood Village
Abacus Accounting Center, LLC is a Certified Tax Coach offering proactive tax planning and reduction strategies. They specialize in identifying tax loopholes, deductions, and incentives for high net worth individuals, business owners, and professionals. Their goal is to minimize tax liability, preserve wealth, and ensure significant client savings….
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Proactive Tax Planning for Significant Savings

This firm addresses common anxieties around tax time, offering unique skills to reduce taxes and preserve wealth for its clients. As a Certified Tax Coach, Abacus Accounting Center, LLC specializes in identifying loopholes that average tax professionals might overlook. This approach enables the firm to design effective, legal tax strategies, minimizing tax burdens and allowing clients to retain more of their income.

Strategic and Year-Round Tax Management

Abacus Accounting Center, LLC believes tax planning must be proactive, not reactive, implementing tax reduction strategies throughout the year. This continuous management helps optimize tax obligations and increase savings by year-end. Unlike many accountants who engage clients only once annually, this company maintains ongoing contact, guiding financial decisions that could impact taxes.

Maximizing Benefits from the Tax Code

Clients of this firm can trust they will never overpay on taxes, thanks to the company’s deep understanding of the U.S. tax code. The team excels at finding every tax loophole, deduction, incentive, and break available. They also stay consistently updated on revisions to state or federal tax regulations, utilizing every legal means to achieve optimal tax savings.

Advanced Certified Tax Coach Strategies

As a Certified Tax Coach, Abacus Accounting Center, LLC provides advanced training focused on lowering taxes and increasing client wealth. The firm employs over four hundred strategies to reduce taxable income. These include leveraging current tax code loopholes, applying income and expense shifting strategies, and utilizing passive loss strategies. Real estate tax planning and investment strategies to lower tax are also key areas of expertise.

Dedicated to High Net Worth Clients

Abacus Accounting Center, LLC is a Certified Tax Coach focused on finding thousands of dollars in tax savings for high net worth individuals and households. The more clients earn, the more valuable this company becomes. This group offers proven solutions designed to minimize tax obligations for individuals and families with high net worth.

Serving Business Owners and Entrepreneurs

This group finds substantial tax savings for successful business owners and entrepreneurs making $250,000 or more per year.

Supporting Medical Professionals

The CPA firm designs tailored tax strategies to help accomplished medical professionals, including doctors and dentists, increase their wealth effectively.

Assisting Real Estate Investors

To help ensure their ventures are lucrative, this firm develops money-saving tax strategies specifically for real estate investors.

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