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

52 Tax Strategists found
4.2
(5 reviews)
Wichita Falls
Howell Tax Service, a Certified Tax Coach, specializes in proactive tax planning strategies. They help successful business owners, entrepreneurs, and high net worth individuals minimize tax burdens by uncovering hidden deductions, loopholes, and credits, ensuring significant year-round tax savings and wealth preservation….
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Strategic Tax Planning for Wealth Preservation

Howell Tax Service provides proactive tax planning strategies designed to help successful small business owners and individuals save substantial money on their taxes. This accounting firm actively manages your tax burden throughout the year, aiming to minimize liabilities and maximize savings. A customized tax strategy is developed specifically around each client’s unique personal financial situation.

Advanced Expertise as Certified Tax Coaches

What sets Howell Tax Service apart is its advanced training, enabling the team to find tax deductions and loopholes that other accountants often miss. As a Certified Tax Coach with the American Institute of Tax Planners, the firm boasts expertise in proactive tax planning. This specialized designation means they can identify tax credits, deductions, and loopholes that the average CPA, accountant, or Enrolled Agent might overlook.

This company monitors tax code changes constantly, ensuring clients never miss an opportunity to save money. Rather than fighting the system, they expertly manipulate the tax code to your benefit, legally and ethically reducing your tax burden. They believe in working with the IRS, not against them, leveraging tax laws to diminish liabilities.

Solutions for High Tax Burdens

If you feel overwhelmed by taxes, you are not alone. Many successful business owners and entrepreneurs face high tax burdens that can impede business growth and threaten personal wealth. Howell Tax Service offers effective solutions, allowing business owners to pay less in tax and keep more of what they earn, saving clients thousands of dollars each year.

The U.S. tax code’s complexity, with over 1,638 forms and 67,204 pages that change annually, leads to taxpayers overpaying by billions due to missed reductions, according to the U.S. Government Accountability Office. This firm ensures you pay the least amount of tax possible by designing a plan that considers every available deduction, loophole, and incentive, increasing revenues for your business and maximizing personal wealth.

Comprehensive Tax Reduction Strategies

The proven methods of Howell Tax Service analyze your entire financial picture, including business objectives, investment goals, and past tax returns, to create a highly effective tax plan. This plan is constantly updated and improved as tax laws change, maintaining revenues and limiting tax exposure. The result is paying the lowest amount of tax possible, keeping more money in your wallet.

This group’s advanced training is designed to lower your taxes and increase your wealth, utilizing a sampling of over four hundred ways to reduce taxable income. These include leveraging loopholes within the current tax code, employing income and expense shifting strategies, passive loss strategies, real estate tax planning, and various investment strategies to lower tax obligations. The company emphasizes that tax laws often favor income generated through business and investments over earned salaries, which are typically the highest-taxed income.

Who Benefits from Howell Tax Service

Howell Tax Service, as a Certified Tax Coach, specializes in finding thousands of dollars in tax savings for high-net-worth individuals and households. The firm notes that the more you earn, the more valuable their services become.

Their ideal clients include successful business owners and entrepreneurs making $250,000 or more per year, accomplished medical professionals like doctors and dentists, and high-net-worth individuals and families. This group provides proven solutions to minimize tax obligations for these specialized clients.

Your Path to a Proactive Tax Strategy

The process for developing your tax strategy begins with meeting a Tax Coach from Howell Tax Service. During this initial consultation, the coach will discuss your current financial situation and future aspirations to determine the best proactive tax strategy program for you.

Following this, clients complete a brief questionnaire providing essential information, including copies of tax returns, company details, and financial specifics. This allows the team to find the best solution for your unique situation.

Finally, the firm dedicates approximately two weeks to research and design your Proactive Tax Strategy. A phone call is then scheduled to review the plan, followed by a detailed written summary. About two weeks later, a follow-up call helps answer any remaining questions and assists with putting the plan into motion. This ensures year-round guidance, contrasting with accountants who may only contact clients once a year.

5.0
(39 reviews)
5.0
(3 reviews)
Olympia
Olympia Tax Service provides strategic tax planning, preparation, bookkeeping, and IRS representation. Specializing in small businesses, medical professionals, and independent contractors, they help clients navigate tax complexities, maximize savings, and achieve financial goals. Founded by Enrolled Agent Jim Gerner, the firm offers comprehensive tax solutions….
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Navigating Tax Complexities with Confidence

Olympia Tax Service helps clients confidently navigate the complexities of taxes. Founded in 2013 by Enrolled Agent Jim Gerner, this firm brings extensive expertise in local, state, and federal tax codes. Their mission is to help clients save money, plan for the future, and eliminate tax-related stress.

Comprehensive Tax and Financial Services

The firm covers a full spectrum of financial and tax needs. Services include Personal and Business Tax Returns, Bookkeeping, Payroll, State Filings, and IRS Representation. This group specializes in tax planning specifically for small businesses, medical professionals, and independent contractors, including the self-employed.

Expert Tax Planning Strategies

As a Certified Tax Coach (CTC) and Certified Tax Planner (CTP/CTC), Jim Gerner leverages his specialized training and experience. He crafts state and federal tax strategies that are precisely tailored to align with clients’ business goals. This expertise helps clients achieve their financial objectives.

A Structured Approach to Tax Planning

Olympia Tax Service utilizes a clear, four-phase process to simplify complex tax nuances: Discovery, Strategy, Implementation, and Maintenance.

The Discovery phase involves reviewing prior tax returns, bookkeeping, and other financial records to assess the client’s current situation. This evaluation helps determine if tax planning is a good fit and identifies potential opportunities.

During the Strategy phase, Jim analyzes financial records to create a personalized Tax Playbook. This detailed plan outlines specific steps to reduce the tax burden while ensuring full compliance with tax laws, giving clients confidence that every legal deduction is covered.

Once the Tax Playbook is approved, the Implementation phase begins, with Olympia Tax Service handling the execution of the tax strategy. This includes coordinating with various specialists, such as s, financial advisors, and cost segregation experts, as needed. The firm manages these details, allowing clients to focus on their core business operations.

The Maintenance phase addresses the regular changes in tax codes that can impact finances. This ongoing support ensures the strategy remains compliant, maximizes savings, and reduces audit risk. Olympia Tax Service provides continuous updates to keep the tax plan effective year after year.

Streamlined Financial Management for Business Growth

Every business can benefit significantly from proactive tax planning. Olympia Tax Service offers an all-in-one package that streamlines financial management, including Bookkeeping, Tax Preparation, and Strategic Tax Planning. This comprehensive service allows business owners to focus on growing their enterprise while the firm expertly handles their financial needs.

5.0
(7 reviews)
5.0
(1 reviews)
Chickamauga
Arrow Exchange Tax Solutions provides comprehensive, proactive tax planning for individuals and businesses. Certified Tax Planners specialize in custom strategies to significantly reduce tax liabilities and maximize savings. They go beyond preparation, ensuring clients stay compliant and financially secure by staying current on tax regulations….
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Elevating Your Tax Strategy

Arrow Exchange Tax Solutions specializes in comprehensive tax planning strategies designed to maximize savings and minimize liabilities. This firm focuses on reducing taxes, going beyond mere tax preparation. As Certified Tax Planners, the team tailors services to meet unique financial situations, ensuring every available deduction and credit is utilized. By proactively planning your taxes, this group helps clients keep more of their hard-earned money, allowing them to invest in their future with confidence.

Comprehensive Tax Planning for Individuals and Businesses

This group provides full-service tax preparation and planning for individuals, small businesses, and corporations. Their mission is to build a stronger, more financially secure community through comprehensive tax planning. They also offer other business services, with expertise in preparing clients for current and future tax years. Whether you are an individual or a business, customized tax solutions are available to support you.

The Value of Proactive Tax Planning

For Businesses: Proactive planning helps businesses thrive by navigating complex tax laws, including impacts from acts like the CARES Act, Tax Cuts and Jobs Act, and Inflation Reduction Act. Arrow Exchange reviews books and guides businesses in lowering liabilities and minimizing adverse tax exposure. They specialize in creating individualized tax strategies for small and medium-sized businesses, leveraging elections allowed by entity type. Your business deserves a professional who can provide such guidance.

For Retirees: Critical tax blunders often occur around retirement or death, making planning crucial during these transitional years. Decisions made even one year prior to retirement can significantly impact investment longevity and income levels. Approaching retirement with a tax-focused planner’s advice can make a substantial difference in financial well-being.

For Individuals: Individuals with multiple revenue streams from real estate, 1099s, K-1s, royalties, and investments benefit from forward-looking planning. Arrow Exchange employs complex strategies and explains solutions that lead to savings. What sets this company apart is its tax-focused planning; if they don’t save you money on taxes, they offer a full refund based on their plan agreement with you.

A Proactive and Responsive Partnership

Tax planning must be proactive rather than reactive; the firm sets tax reduction strategies into motion throughout the year to manage liabilities and bring tax savings. Unlike some professionals, they maintain continuous contact, guiding clients through financial decisions that may incur tax consequences and avoiding surprises at tax time. Arrow Exchange proactively scours the tax code for every deduction, break, and incentive to legally reduce taxes and bring higher savings.

This group stays on top of tax regulations, ensuring clients benefit from any revisions to federal or state tax legislation and never overpay. Their process is designed to ensure a seamless tax planning experience, reflecting their commitment to providing the best service from the start. Clients are their top priority, and they always strive to provide the best tax results.

Specialized Expertise and Client-Centered Service

As Certified Tax Planners with advanced training from the American Institute of Certified Tax Planners (AICTP), the team at Arrow Exchange Tax Solutions is equipped with specialized skills to lower taxes. This education means they can mitigate tax obligations, boost personal income, and increase profitability for businesses. Their tax plans are customized to individual circumstances, as they constantly study the tax code for industry-exclusive advantages.

Arrow Exchange Tax Solutions strives to build a longstanding relationship as your trusted tax advisor. With 16 years of experience and education, they deliver valuable and meaningful consultations from the very first interaction. This company provides a holistic approach to financial well-being, ensuring your tax liability and elections are accurate, thorough, and aligned with your financial goals.

4.9
(85 reviews)
4.9
(1 reviews)
Plainfield
Jevic CPA Tax Solutions, LLC offers personalized accounting and proactive tax strategies for small businesses and individuals. As Certified Tax Coaches, they specialize in comprehensive tax planning, including international tax services, to reduce tax liability and maximize after-tax income through effective, legal methods….
read more...

Tailored Financial Solutions for Small Businesses
Jevic CPA Tax Solutions, LLC provides accounting and tax strategies specifically designed for small businesses. Understanding that each small business has unique goals and challenges, the firm avoids generic accounting solutions. As a CPA firm, this group becomes a true partner, investing time to learn about your business, assess its needs, and develop a personalized package of accounting services and tax planning techniques.

This company is a valuable asset to small business owners, offering the capabilities and professionalism of a large CPA firm combined with the responsiveness of a smaller practice. They consistently provide dependable financial advice and are dedicated to ensuring the best customer experience for every client.

Proactive Tax Planning for Businesses and Individuals
When it comes to tax planning, Jevic CPA Tax Solutions, LLC prioritizes its clients’ best interests. The firm diligently stays well-versed in the newest tax legislation. This commitment ensures that clients never pay more than their legal tax obligation, employing reliable, legal, and effective tax strategies for new businesses, small businesses, and individual taxpayers.

Recognizing a constantly evolving tax environment, this group emphasizes proactive, not reactive, tax planning. They work with clients throughout the year to develop and refine tax plans. For new businesses, they identify optimal structures for maximum tax savings and quicker profitability, while for established businesses, they analyze finances to control tax exposure, pinpointing available deductions, tax credits, and strategies to limit tax burdens as businesses grow. Individual taxpayers also receive recommendations to maximize after-tax income.

Specialized International Tax Services
Jevic CPA Tax Solutions, LLC specializes in finding effective ways to curb tax liability for multi-national companies and American citizens working overseas. As an experienced international tax CPA firm, they are well-versed in current tax laws and their implications for cross-border business and expatriates. The firm takes time to understand each business and carefully assess tax obligations, ensuring clients pay only what is actually owed.

For individuals working abroad, this company handles all tax planning and preparation needs. They clarify complicated international tax laws, ensuring compliance with Federal and State tax regulations. With their assistance, clients can avoid penalties and practices that might trigger an audit.

Expert Tax Reduction with a Certified Tax Coach
American taxpayers collectively overpay about one billion dollars each year, according to the United States Government Accountability Office (GAO). If high taxes have been a concern, Jevic CPA Tax Solutions, LLC offers guidance to conquer confusing forms and ever-changing tax codes for real savings. This Chicago, IL CPA firm, operating as a Certified Tax Coach, specializes in reducing taxes for successful small business owners and entrepreneurs.

As a Certified Tax Coach specializing in minimizing taxes, the firm’s methods are legal, ethical, and designed to save clients thousands of dollars. They help clients understand how their money is made, noting that U.S. tax laws often favor income from business and investments over earned salaries. One key method is to strategically reduce what the government perceives as taxable income.

This group diligently monitors the numerous tax law revisions and changes added to the U.S. tax code annually. By understanding the impact of these updates, they help clients stay ahead and avoid surprises at tax time. Furthermore, they guide clients to work with the IRS, not against them, by leveraging perfectly legal tax loopholes, ensuring ethical and sustainable tax savings without issues.

The firm emphasizes that waiting until April for tax planning is ineffective. To maximize tax savings, a proactive, year-long tax strategy is essential. Jevic CPA Tax Solutions, LLC can create a personalized Tax Strategy designed to provide immediate benefits.

Why Choose a Certified Tax Coach
Many CPAs and accountants primarily focus on compliance and may not be deeply educated in proactive tax planning strategies. They might miss opportunities to dig into the tax code for the savings clients deserve. For small business owners or individuals earning $250,000 or more annually, partnering with a more qualified tax professional, specifically a Certified Tax Coach, can lead to a better tax return.

The United States tax code is over 67,000 pages long and constantly updated with new revisions and legislation. Without dedicated expertise, identifying the best tax reduction strategies within this complex framework is challenging.

The specialized training Jevic CPA Tax Solutions, LLC possesses as a Certified Tax Coach enables them to identify and rescue thousands of dollars in unnecessary taxes annually. This firm has the ability to uncover tax credits and deductions that an average CPA, accountant, or even an Enrolled Agent might easily miss. They know how to leverage legal and ethical tax loopholes to bring the highest possible tax savings to their clients.

When clients engage with this firm, they receive education on how to reduce their tax burden in an easy-to-understand manner. Jevic CPA Tax Solutions, LLC explains necessary actions and their rationale, guiding clients on practical steps they can take immediately to begin reducing their taxes.

4.9
(85 reviews)
4.9
(1 reviews)
Jevic CPA Tax Solutions, LLC offers personalized accounting and proactive tax strategies for small businesses and individuals. As Certified Tax Coaches, they specialize in comprehensive tax planning, including international tax services, to reduce tax liability and maximize after-tax income through effective, legal methods….
read more...

Tailored Financial Solutions for Small Businesses
Jevic CPA Tax Solutions, LLC provides accounting and tax strategies specifically designed for small businesses. Understanding that each small business has unique goals and challenges, the firm avoids generic accounting solutions. As a CPA firm, this group becomes a true partner, investing time to learn about your business, assess its needs, and develop a personalized package of accounting services and tax planning techniques.

This company is a valuable asset to small business owners, offering the capabilities and professionalism of a large CPA firm combined with the responsiveness of a smaller practice. They consistently provide dependable financial advice and are dedicated to ensuring the best customer experience for every client.

Proactive Tax Planning for Businesses and Individuals
When it comes to tax planning, Jevic CPA Tax Solutions, LLC prioritizes its clients’ best interests. The firm diligently stays well-versed in the newest tax legislation. This commitment ensures that clients never pay more than their legal tax obligation, employing reliable, legal, and effective tax strategies for new businesses, small businesses, and individual taxpayers.

Recognizing a constantly evolving tax environment, this group emphasizes proactive, not reactive, tax planning. They work with clients throughout the year to develop and refine tax plans. For new businesses, they identify optimal structures for maximum tax savings and quicker profitability, while for established businesses, they analyze finances to control tax exposure, pinpointing available deductions, tax credits, and strategies to limit tax burdens as businesses grow. Individual taxpayers also receive recommendations to maximize after-tax income.

Specialized International Tax Services
Jevic CPA Tax Solutions, LLC specializes in finding effective ways to curb tax liability for multi-national companies and American citizens working overseas. As an experienced international tax CPA firm, they are well-versed in current tax laws and their implications for cross-border business and expatriates. The firm takes time to understand each business and carefully assess tax obligations, ensuring clients pay only what is actually owed.

For individuals working abroad, this company handles all tax planning and preparation needs. They clarify complicated international tax laws, ensuring compliance with Federal and State tax regulations. With their assistance, clients can avoid penalties and practices that might trigger an audit.

Expert Tax Reduction with a Certified Tax Coach
American taxpayers collectively overpay about one billion dollars each year, according to the United States Government Accountability Office (GAO). If high taxes have been a concern, Jevic CPA Tax Solutions, LLC offers guidance to conquer confusing forms and ever-changing tax codes for real savings. This Chicago, IL CPA firm, operating as a Certified Tax Coach, specializes in reducing taxes for successful small business owners and entrepreneurs.

As a Certified Tax Coach specializing in minimizing taxes, the firm’s methods are legal, ethical, and designed to save clients thousands of dollars. They help clients understand how their money is made, noting that U.S. tax laws often favor income from business and investments over earned salaries. One key method is to strategically reduce what the government perceives as taxable income.

This group diligently monitors the numerous tax law revisions and changes added to the U.S. tax code annually. By understanding the impact of these updates, they help clients stay ahead and avoid surprises at tax time. Furthermore, they guide clients to work with the IRS, not against them, by leveraging perfectly legal tax loopholes, ensuring ethical and sustainable tax savings without issues.

The firm emphasizes that waiting until April for tax planning is ineffective. To maximize tax savings, a proactive, year-long tax strategy is essential. Jevic CPA Tax Solutions, LLC can create a personalized Tax Strategy designed to provide immediate benefits.

Why Choose a Certified Tax Coach
Many CPAs and accountants primarily focus on compliance and may not be deeply educated in proactive tax planning strategies. They might miss opportunities to dig into the tax code for the savings clients deserve. For small business owners or individuals earning $250,000 or more annually, partnering with a more qualified tax professional, specifically a Certified Tax Coach, can lead to a better tax return.

The United States tax code is over 67,000 pages long and constantly updated with new revisions and legislation. Without dedicated expertise, identifying the best tax reduction strategies within this complex framework is challenging.

The specialized training Jevic CPA Tax Solutions, LLC possesses as a Certified Tax Coach enables them to identify and rescue thousands of dollars in unnecessary taxes annually. This firm has the ability to uncover tax credits and deductions that an average CPA, accountant, or even an Enrolled Agent might easily miss. They know how to leverage legal and ethical tax loopholes to bring the highest possible tax savings to their clients.

When clients engage with this firm, they receive education on how to reduce their tax burden in an easy-to-understand manner. Jevic CPA Tax Solutions, LLC explains necessary actions and their rationale, guiding clients on practical steps they can take immediately to begin reducing their taxes.

4.9
(85 reviews)
4.9
(1 reviews)
Jevic CPA Tax Solutions, LLC offers personalized accounting and proactive tax strategies for small businesses and individuals. As Certified Tax Coaches, they specialize in comprehensive tax planning, including international tax services, to reduce tax liability and maximize after-tax income through effective, legal methods….
read more...

Tailored Financial Solutions for Small Businesses
Jevic CPA Tax Solutions, LLC provides accounting and tax strategies specifically designed for small businesses. Understanding that each small business has unique goals and challenges, the firm avoids generic accounting solutions. As a CPA firm, this group becomes a true partner, investing time to learn about your business, assess its needs, and develop a personalized package of accounting services and tax planning techniques.

This company is a valuable asset to small business owners, offering the capabilities and professionalism of a large CPA firm combined with the responsiveness of a smaller practice. They consistently provide dependable financial advice and are dedicated to ensuring the best customer experience for every client.

Proactive Tax Planning for Businesses and Individuals
When it comes to tax planning, Jevic CPA Tax Solutions, LLC prioritizes its clients’ best interests. The firm diligently stays well-versed in the newest tax legislation. This commitment ensures that clients never pay more than their legal tax obligation, employing reliable, legal, and effective tax strategies for new businesses, small businesses, and individual taxpayers.

Recognizing a constantly evolving tax environment, this group emphasizes proactive, not reactive, tax planning. They work with clients throughout the year to develop and refine tax plans. For new businesses, they identify optimal structures for maximum tax savings and quicker profitability, while for established businesses, they analyze finances to control tax exposure, pinpointing available deductions, tax credits, and strategies to limit tax burdens as businesses grow. Individual taxpayers also receive recommendations to maximize after-tax income.

Specialized International Tax Services
Jevic CPA Tax Solutions, LLC specializes in finding effective ways to curb tax liability for multi-national companies and American citizens working overseas. As an experienced international tax CPA firm, they are well-versed in current tax laws and their implications for cross-border business and expatriates. The firm takes time to understand each business and carefully assess tax obligations, ensuring clients pay only what is actually owed.

For individuals working abroad, this company handles all tax planning and preparation needs. They clarify complicated international tax laws, ensuring compliance with Federal and State tax regulations. With their assistance, clients can avoid penalties and practices that might trigger an audit.

Expert Tax Reduction with a Certified Tax Coach
American taxpayers collectively overpay about one billion dollars each year, according to the United States Government Accountability Office (GAO). If high taxes have been a concern, Jevic CPA Tax Solutions, LLC offers guidance to conquer confusing forms and ever-changing tax codes for real savings. This Chicago, IL CPA firm, operating as a Certified Tax Coach, specializes in reducing taxes for successful small business owners and entrepreneurs.

As a Certified Tax Coach specializing in minimizing taxes, the firm’s methods are legal, ethical, and designed to save clients thousands of dollars. They help clients understand how their money is made, noting that U.S. tax laws often favor income from business and investments over earned salaries. One key method is to strategically reduce what the government perceives as taxable income.

This group diligently monitors the numerous tax law revisions and changes added to the U.S. tax code annually. By understanding the impact of these updates, they help clients stay ahead and avoid surprises at tax time. Furthermore, they guide clients to work with the IRS, not against them, by leveraging perfectly legal tax loopholes, ensuring ethical and sustainable tax savings without issues.

The firm emphasizes that waiting until April for tax planning is ineffective. To maximize tax savings, a proactive, year-long tax strategy is essential. Jevic CPA Tax Solutions, LLC can create a personalized Tax Strategy designed to provide immediate benefits.

Why Choose a Certified Tax Coach
Many CPAs and accountants primarily focus on compliance and may not be deeply educated in proactive tax planning strategies. They might miss opportunities to dig into the tax code for the savings clients deserve. For small business owners or individuals earning $250,000 or more annually, partnering with a more qualified tax professional, specifically a Certified Tax Coach, can lead to a better tax return.

The United States tax code is over 67,000 pages long and constantly updated with new revisions and legislation. Without dedicated expertise, identifying the best tax reduction strategies within this complex framework is challenging.

The specialized training Jevic CPA Tax Solutions, LLC possesses as a Certified Tax Coach enables them to identify and rescue thousands of dollars in unnecessary taxes annually. This firm has the ability to uncover tax credits and deductions that an average CPA, accountant, or even an Enrolled Agent might easily miss. They know how to leverage legal and ethical tax loopholes to bring the highest possible tax savings to their clients.

When clients engage with this firm, they receive education on how to reduce their tax burden in an easy-to-understand manner. Jevic CPA Tax Solutions, LLC explains necessary actions and their rationale, guiding clients on practical steps they can take immediately to begin reducing their taxes.

4.9
(85 reviews)
4.9
(1 reviews)
Jevic CPA Tax Solutions, LLC offers personalized accounting and proactive tax strategies for small businesses and individuals. As Certified Tax Coaches, they specialize in comprehensive tax planning, including international tax services, to reduce tax liability and maximize after-tax income through effective, legal methods….
read more...

Tailored Financial Solutions for Small Businesses
Jevic CPA Tax Solutions, LLC provides accounting and tax strategies specifically designed for small businesses. Understanding that each small business has unique goals and challenges, the firm avoids generic accounting solutions. As a CPA firm, this group becomes a true partner, investing time to learn about your business, assess its needs, and develop a personalized package of accounting services and tax planning techniques.

This company is a valuable asset to small business owners, offering the capabilities and professionalism of a large CPA firm combined with the responsiveness of a smaller practice. They consistently provide dependable financial advice and are dedicated to ensuring the best customer experience for every client.

Proactive Tax Planning for Businesses and Individuals
When it comes to tax planning, Jevic CPA Tax Solutions, LLC prioritizes its clients’ best interests. The firm diligently stays well-versed in the newest tax legislation. This commitment ensures that clients never pay more than their legal tax obligation, employing reliable, legal, and effective tax strategies for new businesses, small businesses, and individual taxpayers.

Recognizing a constantly evolving tax environment, this group emphasizes proactive, not reactive, tax planning. They work with clients throughout the year to develop and refine tax plans. For new businesses, they identify optimal structures for maximum tax savings and quicker profitability, while for established businesses, they analyze finances to control tax exposure, pinpointing available deductions, tax credits, and strategies to limit tax burdens as businesses grow. Individual taxpayers also receive recommendations to maximize after-tax income.

Specialized International Tax Services
Jevic CPA Tax Solutions, LLC specializes in finding effective ways to curb tax liability for multi-national companies and American citizens working overseas. As an experienced international tax CPA firm, they are well-versed in current tax laws and their implications for cross-border business and expatriates. The firm takes time to understand each business and carefully assess tax obligations, ensuring clients pay only what is actually owed.

For individuals working abroad, this company handles all tax planning and preparation needs. They clarify complicated international tax laws, ensuring compliance with Federal and State tax regulations. With their assistance, clients can avoid penalties and practices that might trigger an audit.

Expert Tax Reduction with a Certified Tax Coach
American taxpayers collectively overpay about one billion dollars each year, according to the United States Government Accountability Office (GAO). If high taxes have been a concern, Jevic CPA Tax Solutions, LLC offers guidance to conquer confusing forms and ever-changing tax codes for real savings. This Chicago, IL CPA firm, operating as a Certified Tax Coach, specializes in reducing taxes for successful small business owners and entrepreneurs.

As a Certified Tax Coach specializing in minimizing taxes, the firm’s methods are legal, ethical, and designed to save clients thousands of dollars. They help clients understand how their money is made, noting that U.S. tax laws often favor income from business and investments over earned salaries. One key method is to strategically reduce what the government perceives as taxable income.

This group diligently monitors the numerous tax law revisions and changes added to the U.S. tax code annually. By understanding the impact of these updates, they help clients stay ahead and avoid surprises at tax time. Furthermore, they guide clients to work with the IRS, not against them, by leveraging perfectly legal tax loopholes, ensuring ethical and sustainable tax savings without issues.

The firm emphasizes that waiting until April for tax planning is ineffective. To maximize tax savings, a proactive, year-long tax strategy is essential. Jevic CPA Tax Solutions, LLC can create a personalized Tax Strategy designed to provide immediate benefits.

Why Choose a Certified Tax Coach
Many CPAs and accountants primarily focus on compliance and may not be deeply educated in proactive tax planning strategies. They might miss opportunities to dig into the tax code for the savings clients deserve. For small business owners or individuals earning $250,000 or more annually, partnering with a more qualified tax professional, specifically a Certified Tax Coach, can lead to a better tax return.

The United States tax code is over 67,000 pages long and constantly updated with new revisions and legislation. Without dedicated expertise, identifying the best tax reduction strategies within this complex framework is challenging.

The specialized training Jevic CPA Tax Solutions, LLC possesses as a Certified Tax Coach enables them to identify and rescue thousands of dollars in unnecessary taxes annually. This firm has the ability to uncover tax credits and deductions that an average CPA, accountant, or even an Enrolled Agent might easily miss. They know how to leverage legal and ethical tax loopholes to bring the highest possible tax savings to their clients.

When clients engage with this firm, they receive education on how to reduce their tax burden in an easy-to-understand manner. Jevic CPA Tax Solutions, LLC explains necessary actions and their rationale, guiding clients on practical steps they can take immediately to begin reducing their taxes.

(CTC, CTP, CTS, CPA )
5.0
(61 reviews)
5.0
(5 reviews)
Boston
Anomaly CPA provides virtual CPA services and year-round tax strategies for high-growth businesses. Services include comprehensive financial reviews, customized tax planning, implementation, and ongoing monitoring, resulting in an average client ROI of 250%. …
read more...

A Proactive Approach to Your Financial Success

Anomaly CPA offers virtual CPA services and innovative tax strategies to unlock your business potential. This company provides customized solutions to take control of your finances and propel your business forward. Their approach emphasizes maximizing your potential through strategic tax planning, going beyond simple research and planning to include implementation tools and resources. The firm is dedicated to helping you make the most of every tax opportunity.

Comprehensive Tax Planning Services

This group offers year-round tax strategy and implementation, deviating from the norm. They maximize every dollar with strategic tax planning, recognizing the importance of each dollar for entrepreneurs. Anomaly CPA’s robust network of professionals specializing in business, investing, and law ensures comprehensive service. If a strategy cannot be implemented internally, they quarterback execution with trusted external partners.

Tailored Solutions for Proactive Financial Management

The firm provides tailored tax solutions for proactive financial management. They empower clients to control their tax journey through a comprehensive review and planning process. Anomaly CPA’s team delivers high-impact, proactive tax strategies customized to your unique situation. Their approach includes identifying, implementing, and reporting actionable tax strategies.

Exceptional ROI and a Satisfaction Guarantee

Anomaly CPA boasts an award-winning tax planning and advisory team. This team leverages every available tax strategy to minimize your tax liability. The firm views your annual tax return as a report card for plan execution. Their Advanced Tax Strategy Advisory has delivered an average client ROI of 250%+ based on IRS-filed results across various industries.

Ideal Clients and Core Responsibilities

Business owners, real estate investors, high-growth startups, and high-net-worth individuals will benefit from this company’s tax planning services. A tax strategist at Anomaly CPA begins with a comprehensive financial review. They identify tax-saving opportunities, develop and implement tailored strategies, and monitor and adjust the plan as needed. Accurate and strategic tax reporting is a core responsibility, as is educating clients and maintaining open communication.

Frequently Asked Questions

Anomaly CPA’s unique approach integrates year-round strategic planning and implementation, maximizing every tax opportunity. Their services benefit business owners with consistent profits, real estate investors, high-growth startups, and high-net-worth individuals. Clients experience an average ROI of 250%, backed by a satisfaction guarantee. Tax strategy services start with a $4000 investment and an ongoing subscription of $400/month.

Fredrick James Tax, Accounting & Consulting offers comprehensive business tax planning and consulting services. Services include corporate tax planning, new business setup, S corporation/partnership planning, retirement planning, and assistance with various tax issues. …
read more...

Business Tax Planning Services

Fredrick James Tax, Accounting & Consulting offers comprehensive business tax planning services to help companies avoid unexpected tax liabilities. This company’s services include consulting and planning to help businesses navigate federal income tax regulations. Proper planning throughout the year can prevent surprises at tax time.

This group helps new businesses establish a solid financial foundation by carefully considering tax implications from the outset. The firm emphasizes the importance of proper business structuring and timely tax payments to avoid potential IRS issues. Consulting with Fredrick James can minimize tax burdens and ensure compliance.

Tax Planning for New and Established Businesses

Choosing the optimal tax entity is crucial for new businesses. Each entity type has unique tax structures and filing requirements. The firm assists clients in selecting the most beneficial structure for long-term tax advantages. This company also assists with the filing process, ensuring accuracy and compliance.

Fredrick James provides effective business tax planning strategies that lead to accurate estimated tax payments, reduced income taxes, and improved cash flow management. The firm offers expertise in S Corporation/Partnership tax planning, assisting clients in understanding how income changes affect individual tax returns. There are many other benefits from executing tax planning throughout the year.

Personal Tax Planning and Retirement Services

Beyond business planning, Fredrick James offers comprehensive personal tax planning services. This includes advice on major purchases, retirement planning, and inheritance tax minimization. The firm helps clients maximize tax benefits and accurately report income.

The company’s tax planning experts provide year-round guidance and support. Fredrick James offers peace of mind, ensuring accurate filing and maximizing tax benefits. Decades of combined experience enable the team to provide valuable advice for reducing future tax liabilities.

Retirement Planning and Financial Strategies

The firm helps clients navigate retirement planning, providing expert guidance on various financial options and their tax implications. Fredrick James assists with 401(k), IRA, and Roth IRA planning, offering tailored strategies to achieve financial goals. This company aims to provide peace of mind by addressing clients’ retirement needs.

Comprehensive Tax and Retirement Planning Services

Fredrick James offers a wide range of services, including income tax planning, retirement planning, general tax advice, personal investment strategies, and estate and gift planning. Additional services include handling tax implications of property transactions, wills and trusts, and charitable giving. The firm also offers assistance with filing old tax returns and resolving tax payment issues. Specific services include dealing with foreclosure tax issues (1099-A), education tax credits, injured spouse tax allocation, employee withholding consulting, self-employed tax planning, and rental real estate property tax planning.

4.8
(128 reviews)
4.8
(1 reviews)
Tampa
Wave Tax & Financial Solutions offers comprehensive tax planning and preparation services, minimizing tax liability and maximizing financial growth. Experts navigate complex tax codes, employing strategies to reduce tax burdens and optimize investment returns. …
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A Proactive Approach to Your Financial Success

Wave Tax & Financial Solutions helps businesses discover the power of having the right financial information. This company helps businesses avoid financial problems before they become major issues. The firm also helps identify opportunities for rapid growth that may otherwise be missed. This group focuses on what is possible when you have expert financial guidance, not just what’s currently in the bank.

Comprehensive Tax Planning Services

The firm offers expert tax preparation and planning services. Wave Tax & Financial Solutions helps clients navigate their tax options. This company’s tax professionals master the nuances of tax law and stay updated on changes affecting tax returns. This group’s planning aims for valuable tax savings and increased income.

Minimizing Your Tax Burden

Wave Tax & Financial Solutions helps clients pay the least amount of taxes legally allowed. The firm helps clients minimize their tax burden through strategic planning. The company’s proprietary plan minimizes IRS liability. This approach involves implementing tax savings strategies throughout the year.

Strategic Tax-Saving Strategies

Wave Tax & Financial Solutions offers numerous strategies to reduce your tax burden. These strategies include shifting income and expenses to different years, using various investment options to defer or avoid tax liability, and increasing deductions. The company also helps clients move income to lower tax brackets and understand estate tax planning. These strategies help clients keep more of their earnings and maximize giving potential.

Client Benefits

When you become a client of Wave Tax & Financial Solutions, you receive a tax planning service that pays for itself. Most clients experience tax burden relief, save time, and gain peace of mind. This company helps clients benefit from asset growth, reduce taxes on investments, and plan for retirement strategically. The firm helps ensure that families keep more of what they earn.

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