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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Tax Planners in CTP

25 Tax Strategists found
(CTC, CTP, CPA )
Better Books provides tax planning and accounting services specializing in real estate investors. Their three-step process encompasses process cleanup, performance reporting with tax planning, and ongoing maintenance and growth strategies for maximizing profitability and minimizing tax liabilities. …
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Specializing in Real Estate Investor Tax Planning

Better Books specializes in tax planning and accounting for real estate investors. This company’s proven three-step method helps take your business to the next level.

A Three-Step Process for Business Growth

First, the firm focuses on cleaning up your processes and procedures to ensure you’re getting the best data possible. This establishes a strong foundation for future success. Next, information-rich data and reports are provided, showing potential tax savings and clarifying business performance.

Maximizing Profits and Minimizing Tax Burden

Finally, Better Books helps maintain your tax strategy and advises on increasing profits. This includes saving on taxes, maximizing profitability, and scaling efficiently. This group helps you build the organization of your dreams.

Understanding Certified Tax Planners

A Certified Tax Planner possesses advanced experience in proactive tax planning. They specialize in identifying legal deductions, credits, and strategies to minimize tax liability. This designation is granted by the American Institute of Certified Tax Coaches, an elite group of tax professionals.

Better Books’ Expertise

Similar to a specialized surgeon, Better Books’ professionals undergo extra schooling and testing. This ensures they’re qualified to provide unique, advanced, and individualized advice for real estate and business tax savings.

(CTC, CTP, CTS, CPA )
Dallas
CC Group Advisors, LLC provides strategic advisory and accounting services to small and medium-sized businesses and individuals. Services include tax planning & preparation, financial planning, bookkeeping, payroll, and business advisory, supporting various industries. …
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A Proactive Approach to Your Financial Success

CC Group Advisors, LLC are strategic advisors who work with small and medium-size business owners to maximize their time and improve financial decisions. This company aims to be a collaborative resource, delivering the ultimate client experience through timely communication and regular discussions about business performance. The firm brainstorms ideas to meet future financial goals and provides education on advanced tax strategies.

Comprehensive Tax Planning Services

This group offers comprehensive tax services maximizing deductions and credits. Services include tax preparation for individuals and businesses, tax planning, and estate & trust tax services. They also assist with tax relief, IRS audit representation, and issues related to non-filed returns, back taxes, and payroll tax problems. The firm helps clients develop strategies to lower their tax bill and understand how to defer tax liabilities.

Expertise in Estate and Trust Tax Services

CC Group Advisors, LLC offers estate planning and wealth management as part of its services for individuals. For businesses, this company provides financial planning, succession planning, and new business formation services. The firm’s expertise extends to various business advisory services, including bookkeeping, payroll, and cash flow management.

A Dedicated and Collaborative Team

The firm’s dedicated team of tax and accounting professionals ensures clients have one less thing to worry about. This group collaborates with other key professionals to think beyond the numbers. They provide advice to keep clients in compliance and help them set up recordkeeping systems that meet IRS requirements. The firm strives to help clients keep more of their money by reviewing and adjusting paycheck withholding.

Specialized Services

CC Group Advisors, LLC possesses specialized knowledge to help professionals in various industries thrive. These industries include construction, dentistry, healthcare, hospitality, law firms, and real estate. The firm helps clients take every tax credit and deduction deserved, and utilizes certain investments to produce tax-exempt income. They also offer services like business valuations, bank financing, and litigation support.

4.9
(74 reviews)
Mesa
BOSS Advisors PLC provides integrated business and tax advisory services for professionals, including strategic tax planning, IRS audit protection, and entity structuring. They also offer a referral network for complementary business services. …
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Business Lawyers and Tax & Accounting Professionals

BOSS Advisors PLC offers tax and accounting advice under the direction of business lawyers. The firm also includes charitable advisors supporting business owners and real estate investors’ philanthropic efforts. This company provides a referral network of trusted advisors for various business needs, including lenders, financial advisors, insurance representatives, web developers, and marketing teams. Their goal is to help businesses grow and scale.

Client Focus

This group helps professionals grow their practices into successful businesses. Their clientele includes lawyers, financial advisors and accountants, real estate professionals, healthcare providers, and charities and foundations. This diverse client base demonstrates the breadth of BOSS Advisors PLC’s expertise.

Tax Planning Services

BOSS Advisors PLC offers strategic tax planning with custom strategies and subscription support for business owners. They also handle business and individual tax preparation and provide IRS audit protection. The firm emphasizes proactive tax planning, comparing it to having a blueprint before building a home.

Strategic Tax Planning Detail

Their strategic tax planning services include a comprehensive review of your tax situation, followed by a detailed plan. This plan outlines strategies to optimize tax savings, covering areas such as entity structuring, business use of home, employing family members, real estate tax benefits, and many more specialized areas. These strategies aim to minimize tax burdens and maximize financial benefits.

Additional Services Offered

The firm’s services encompass real-time tax advice, litigation support (implied by “litigation graphic” in the source text), depreciation planning, tax-loss harvesting, QBI optimization, retirement tax planning, healthcare tax benefits, charitable giving, tax-advantaged investments, business and personal tax credits, multi-state tax planning and compliance, and captive insurance analysis. This extensive list highlights the comprehensive nature of their offerings.

Carmen M Peters, MST, CTS, CPA offers proactive tax planning and strategies for minimizing tax burdens. Services include identifying deductions and credits, optimizing tax planning for businesses and individuals, and leveraging tax laws for significant savings. …
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Proactive Tax Strategies for All

Carmen M Peters, MST, CTS, CPA offers proactive tax strategies designed to help you keep more of your earned money. This company helps clients plan for the future, maximize tax deductions, and stay organized. The firm’s goal is to help you transition from reactive tax preparation to proactive tax planning. Working with a trusted advisor is key to achieving your financial goals.

Significant Tax Savings and Personalized Plans

Many successful business owners struggle with high taxes. This group provides solutions to reduce your tax burden and improve your financial health. They save clients thousands of dollars annually by utilizing advanced tax planning techniques. This company’s personalized approach considers individual needs and circumstances, resulting in an average return on investment exceeding 150%.

Proven Tax Planning Expertise

For over 20 years, the firm has provided accounting and compliance services. Carmen M Peters, MST, CTS, CPA, however, focuses on strategic tax planning. This company utilizes a proactive approach, working with fewer clients to provide more personalized attention and strategic planning. This dedicated approach allows for stronger client relationships and more effective tax reduction strategies.

Addressing Your Tax Challenges

This company helps clients facing various tax challenges. They assist those paying over $50,000 in taxes, those who suspect they are overpaying, and those lacking control over their business finances. The firm focuses on reducing the percentage of income allocated to taxes. They offer solutions to help you regain control of your finances.

Uncovering Hidden Savings

Carmen M Peters, MST, CTS, CPA employs specialized techniques to significantly reduce your federal and state taxes. This company uncovers hidden deductions, identifies tax loopholes, and leverages little-known tax credits. They work within legal and ethical boundaries to minimize your tax liability. The firm analyzes your financial picture, including business objectives and investment goals, to create highly effective tax plans.

(CTC, CTP, CTS, CPA )
5.0
(7 reviews)
5.0
(6 reviews)
Tinley Park
Brett A Efimov CPA Ltd. provides proactive tax planning and coaching services for businesses and individuals. Specializing in tax minimization strategies and optimizing deductions, they help clients improve their financial outcomes. …
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A Proactive Approach to Your Financial Success

Brett A Efimov CPA Ltd. offers better tax planning for a better financial future. This company understands that sound financial decisions rely on accurate and timely information. The firm helps clients make money and keep money through proactive tax strategies.

Comprehensive Tax Planning Services

This group goes beyond simple tax preparation. Unlike many accountants who only focus on historical data at tax time, Brett A Efimov CPA Ltd. develops comprehensive tax plans. This minimizes your tax liability and maximizes your bottom line.

Strategic Tax Planning, Not Just Tax Preparation

The firm helps you legally minimize your taxes through strategic planning. This company uses concepts and strategies that leave more money in your business without raising red flags. It’s not just about compiling books and records at tax time; it’s about proactive planning year-round.

Year-Round Tax Planning for Optimal Results

It’s crucial to have the right business structure, benefit plans, and retirement plans in place. Brett A Efimov CPA Ltd. helps ensure you’re taking advantage of all legitimate deductions, credits, and strategies allowed by the tax code. Waiting until April 15th is too late; proactive planning is key.

Beyond Tax Time: A Partnership for Success

The firm helps clients organize their businesses, implement appropriate benefit plans, and establish sound retirement strategies. This company assists with maximizing deductions and credits and leveraging tax code advantages. By April 15th, the firm’s clients are prepared, not scrambling.

4.0
(4 reviews)
Lincoln
Ewerth & Associates, C.P.A., P.C. provides proactive tax planning and preparation services, specializing in significant tax reduction strategies for high-income individuals, business owners, and professionals. Certified Tax Coaches minimize tax liabilities through year-round planning and expert knowledge of tax laws. …
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A Proactive Approach to Your Financial Success

High taxes impacting your financial well-being? Ewerth & Associates, C.P.A., P.C. offers solutions to help you save money. This company’s proactive tax planning strategies focus on year-round techniques to minimize your tax burden. The firm is a Certified Tax Coach, utilizing advanced training to uncover hidden deductions and credits.

Comprehensive Tax Planning Services

This group’s specialized techniques bring significant savings on federal and state taxes. They manipulate the tax code to your benefit, legally and ethically reducing your tax liability. The firm analyzes your financial picture, including business objectives and investment goals, to create a highly-effective, constantly updated tax plan. This ensures you pay the lowest possible tax amount.

Expertise in Tax Reduction Strategies

Effective tax planning is proactive, not reactive. Ewerth & Associates, C.P.A., P.C. helps you save money by focusing on year-round strategies. The U.S. tax code’s complexity often leads to overpayment; this company ensures you pay the least possible. Their planning considers every deduction, loophole, and incentive to increase business revenue and maximize personal wealth.

Serving High-Income Individuals and Businesses

This company serves high-income individuals and households, focusing on significant tax savings. Their best clients include business owners and entrepreneurs earning $400,000 or more, doctors and dentists, professional athletes, and high-net-worth individuals. The firm designs tax strategies to help increase wealth and efficiently manage finances.

Tax Preparation Services Done Right

Relying solely on online tax software can be a mistake, especially for high earners. Ewerth & Associates, C.P.A., P.C. provides proactive tax planning and outstanding preparation services. Unlike average CPA firms, their primary focus is tax liability reduction and income preservation. They use specialized skills and training to find significant savings, minimizing state and federal taxes to maximize after-tax income.

Minimizing Your Tax Obligations

The firm prepares and files taxes for high-net-worth individuals, business owners, and entrepreneurs. They identify deductions and credits, striving to eliminate tax burdens. Their commitment to saving clients money is demonstrated by their continuous education on IRS guidelines and new tax legislation. As a Certified Tax Coach, this group ensures you never pay more than legally owed.

(CTC, CTP, CTS, CPA )
4.8
(107 reviews)
Forest Hills
Boris M-Tax provides customized tax planning and strategy services for entrepreneurs and small business owners nationwide, leveraging proven methods to minimize tax liabilities and maximize profitability. …
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Proven Tax Strategies for Businesses

Boris M-Tax offers customized tax strategies proven to save clients millions. The firm emphasizes that simply having a tax preparer is insufficient; proactive tax planning is crucial. This group stresses that the ideal time to begin tax planning was yesterday.

Reducing Your Tax Burden

Tired of substantial tax payments? This company helps business owners leverage the tax code to their advantage—legally, proactively, and transparently. You don’t need a new CPA; you need a tax strategy.

Proactive Tax Planning and Strategy

Boris M-Tax provides proactive tax planning designed to save you money. The firm tailors strategies to your unique business needs, maximizing deductions and credits. A tailored tax strategy can reduce your tax burden and increase profitability.

Boris Musheyev and Client Reach

Boris Musheyev, CPA, specializes in money-saving tax strategies and accounting oversight for individuals and small businesses. The firm currently serves clients in over 35 states.

Why Choose Boris M-Tax?

This company’s clients save tens of thousands of dollars annually using proven strategies. The firm helps clients proactively use the tax code to legally reduce taxes and increase take-home pay. Many profitable business owners overpay taxes due to a lack of dedicated tax planning.

(CTC, CTP, CTS, EA )
5.0
(57 reviews)
5.0
(2 reviews)
Thomasville
Golden Tax Relief provides expert tax planning and optimization services for businesses and families, minimizing tax liabilities through legal strategies and personalized blueprints. They aim to reduce tax burdens, enhance financial security, and achieve significant annual savings. …
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A Proactive Approach to Your Financial Success

Are you paying too much in taxes? Golden Tax Relief offers expert tax planning, potentially saving you $50,000 or more annually. This company unveils “The Golden Path,” a proprietary technique designed for optimal tax savings while ensuring legal compliance. The firm acts as a partner in achieving financial peace and securing your future.

Comprehensive Tax Planning Services

Golden Tax Relief goes beyond traditional tax services. This group focuses on tailored, results-driven pathways aligned with your financial goals, ensuring tax efficiency and security. Every day you wait to start planning increases the risk of overpaying taxes and missing savings opportunities. The longer you wait, the higher the chance of encountering unexpected tax implications.

The Golden Tax Relief Four-Step Process

First, call to speak with a tax specialist for a free consultation. Second, the firm will arrange a meeting to evaluate your financial situation and determine suitability. Third, the team designs a personalized tax blueprint using The Golden Path. Finally, experience the peace of mind that comes with expert tax planning, and enjoy a stress-free financial future.

Expertise in Business and Family Tax Planning

Golden Tax Relief specializes in streamlining the finances of businesses and families. The firm is a leading solution for those burdened by high taxes. Their expertise in tax planning alleviates tax liabilities, ensuring your financial health by leveraging legal tax benefits and exemptions. This company helps you minimize tax expenses and enhances financial security.

Minimizing Tax Burden for High-Income Earners

Taxes are inevitable, but paying more than legally required isn’t. Golden Tax Relief empowers high-income business owners to legally minimize their tax burdens. This group employs strategic, lawful tactics and engages in thorough discussions to develop a tailored plan to lessen tax obligations. This approach boosts reinvestment in your business, enhances retirement savings, and supports your lifestyle.

4.5
(52 reviews)
Shah & Associates CPAs PA provides tax planning services, helping businesses maximize savings. Services include tax return review, identifying overlooked deductions, and strategic planning to minimize tax liabilities. …
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Understanding Your Tax Burden

Shah & Associates CPAs PA helps businesses understand their tax liabilities. This company focuses on tax savings, not just compliance. They emphasize discovering how much you can save, rather than simply how much you owe. This approach is a key differentiator.

A Free Tax Assessment

A free tax assessment is offered. This review includes examining prior-year returns for potential overpayments. The assessment also highlights often-missed business deductions and explores various tax-saving strategies. An estimate of potential tax savings is provided.

Expert Tax Planning Strategies

Anshul Shah, CPA and tax planning expert, leads the firm. With over a decade of experience and significant investment in tax planning expertise, this group serves over 750 businesses. Their services range from basic to advanced tax planning strategies.

Tax Preparation vs. Tax Planning

Shah & Associates CPAs PA distinguishes between tax preparation and tax planning. A tax preparer focuses on compliance. A tax planner, like this company, actively seeks legal strategies to minimize tax burdens. This firm prioritizes proactive tax planning.

Specific Tax Strategies Offered

The firm offers various tax strategies, including those related to home office deductions, business vehicle leasing, dependent children employment, and LLC, C-corp, and S-corp structure optimization. They also address social security and Medicare taxes, estate tax planning, and various deductions (e.g., depreciation, entertainment, commuting, and more). Advanced strategies are detailed in their e-book.

(CTC, CTP, CTS, CPA )
4.8
(16 reviews)
Alamo
Fintax CPAs provides proactive tax planning and reduction strategies for businesses and high-net-worth individuals. Services include personalized strategies, year-round support, and customized solutions to minimize tax liabilities, potentially saving clients thousands annually. …
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A Proactive Approach to Your Financial Success

Fintax CPAs focuses on advanced tax reduction and planning, emphasizing proactive strategies rather than reactive ones. The firm’s founder, Angie Bhasin, was named Top Tax Planner of the Year by the American Institute of Certified Tax Planners. This company’s tax team helps protect clients’ wealth through both simple and complex strategies.

Significant Tax Savings

Fintax CPAs’ clients have saved an average of $48,000 in taxes annually, with some achieving millions in savings. This translates to more money available for clients’ personal use rather than IRS payments. The potential for long-term wealth growth through investment of these savings is significant.

Understanding Your Tax Needs

This company understands that business owners and investors rely heavily on financial information for successful decision-making. However, many accountants simply record historical financial data, providing limited proactive tax planning. Fintax CPAs offers a different approach.

Beyond Traditional Accounting Services

Unlike traditional accounting firms, Fintax CPAs provides proactive advice and strategies to maximize earnings and minimize tax burdens. The firm uses court-tested, IRS-approved strategies to develop comprehensive plans, unlike many competitors who focus solely on historical data and after-the-fact planning.

Personalized Proactive Tax Strategies

The firm’s personalized Proactive Tax Strategy involves an initial interview and questionnaire to understand clients’ financial goals. Following a review of provided information, a comprehensive strategy is developed, typically within two weeks. Clients then review the strategy with their CPA strategist, receiving a written plan outlining deductions, credits, and other tax-saving strategies. A follow-up call is offered for further questions or clarification.

Client Profile

Fintax CPAs works with small business owners, startups, and high-net-worth individuals to reduce their tax burden. This group helps businesses minimize taxes upon exit and creates strategies for long-term savings.

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