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
5.0
(10 reviews)
Chester
Hundley Advisors LLC provides comprehensive accounting, tax planning, and business advisory services. They help businesses reduce taxes, accelerate growth, and improve cash flow, offering tailored strategies for increased profitability and financial success. …
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Real Solutions for Businesses

Hundley Advisors LLC provides timely and reliable advice and services to help your business thrive, encompassing business advisory services and tax planning. This company offers solutions to improve profitability, reduce taxes, accelerate business growth, and improve cash flow management.

Comprehensive Tax Planning Services

This group is comprised of seasoned professionals with extensive experience offering a comprehensive range of services tailored to business owners, executives, and independent professionals. Hundley Advisors LLC goes beyond basic tax services; they act as accountants, business advisors, and certified tax coaches. The firm helps clients keep more revenue by creating strategies to increase financial growth and reduce taxes.

Minimizing Your Tax Burden

The firm’s tax professionals focus on mastering tax law nuances and complex tax codes, staying updated on changes affecting your returns. They believe planning is key to valuable tax savings and help clients plan for greater income through year-round tax savings strategies. This results in clients paying the least amount of taxes allowable by law.

Strategic Tax Savings

Hundley Advisors LLC offers several strategies to minimize tax liability, including shifting income and expenses between years, deferring tax liability through investments, and increasing tax deductions. Other strategies include moving income into lower tax brackets, avoiding tax liability through investment options, and understanding estate taxes and planning.

Proven Results and Client Success

The firm’s approach focuses on more than just historical tax review; they analyze all aspects of your finances, from accounting structure to advanced business planning. This allows for the creation of plans that minimize taxes and maximize financial growth. In one case, the firm helped a client recover over $150,000 in overpaid taxes.

1031 Exchanges and Property Sales

For those selling business property and purchasing a new one, Hundley Advisors LLC can help determine the suitability of a 1031 exchange to avoid high tax bills. They facilitate the establishment of the exchange, emphasizing the importance of consultation before contract signing. Even without property sales, this company helps minimize your IRS bill.

Elizabeth B. Gierhart CPA LLC provides accounting and tax planning services for small businesses. Services include tax reduction strategies, financial planning, and projections to maximize profits and minimize tax liability. …
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A Proactive Approach to Your Financial Success

Elizabeth B. Gierhart CPA LLC helps small business owners plan and achieve their financial goals. This company helps you understand and manage your business and personal finances to earn more and keep more of what you earn. The firm works alongside you and other professionals to ensure your financial future is secure.

Comprehensive Tax Planning Services

As a Certified Tax Planner, the firm is trained to proactively reduce your tax liability. Tax planning services help project future revenue, costs, profits, and tax liabilities. Based on projections, a strategic tax plan minimizes tax liability, captures opportunities, and helps you keep more of what you earn.

Effective tax planning requires accurate accounting data. Utilizing the firm’s accounting services with tax planning services maximizes financial benefit. Contact Elizabeth B. Gierhart CPA LLC to minimize tax surprises.

Projections, Deductions, and Compensation Strategies

This group provides several key tax planning services. Projections and forecasting review and analyze your business and personal financial data to anticipate future tax liability and minimize taxable activity. Multiple strategies mitigate tax owed.

Deductions and expense planning reviews potential deductions to ensure proper documentation. Planning may include timing expenses and capital expenditures based on projected profits. Owner compensation strategies review compensation structures to maximize advantages and keep tax liability in check.

Staying Ahead of Tax Law Changes

Regular continuing education keeps Elizabeth B. Gierhart CPA LLC informed of upcoming and recent tax law changes. The firm advises you on the impact of those changes and options for responding to them.

5.0
(44 reviews)
5.0
(7 reviews)
Long Beach
Noble Pacific Tax Group provides proactive tax reduction strategies and advisory services for businesses and high-net-worth individuals. Services include tax planning, entity selection, investment strategies, and real estate tax strategies, minimizing tax liabilities and maximizing savings. …
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Proactive Tax Reduction Strategies for Business

The money you make is one thing, but the money you keep is another. To save you from overpaying, tax planning must be proactive and continuously adapted for changes throughout the year. This company’s services focus on proactive tax reduction.

Tax Planning & Advisory Services

This group offers tax planning and advisory services to help clients navigate the complexities of the tax landscape. The firm helps clients reduce tax liabilities, cut expenses, and upgrade accounting efficiencies. This leads to a more profitable and growth-ready business.

Our Approach to Tax Planning

Noble Pacific Tax Group offers innovative solutions to skillfully manage your money. Through regular communication and involvement in your financial functions, the firm identifies the best accounting solutions and tax strategies to improve business performance. The firm prioritizes its clients’ financial welfare.

Expertise for High-Net-Worth Individuals and Businesses

This company is a good choice for businesses, entertainment accounting, rental real estate investors, and those needing help simplifying complex financial challenges. As a boutique firm, this group prides itself on offering knowledge and a personal touch. The firm’s typical client desires highly skilled professional attention.

Tax Reduction Planning and Strategies

Are you netting $400,000+ in your business and tired of bad tax news? If you are getting crushed on taxes, you need hard-hitting tax strategies. The firm employs Certified Tax Planners with unique skills, education, and experience. They find tax loopholes, bringing clients savings at year-end. Tax advisory services are also offered for those with a net income of $100,000 or more.

Personalized Tax Plans and Strategies

Noble Pacific Tax Group develops comprehensive plans based on extensive analysis. The firm helps clients navigate complex tax laws, optimize tax-saving opportunities, and ensure compliance. This includes analyzing financial situations to ensure clients pay the least amount of taxes. Tax planning is an essential part of any financial plan.

Advanced Tax Reduction Strategies

Certified Tax Planners utilize over 400 advanced tax strategies to reduce taxes. These include entity selection, investment strategies, income and expense shifting strategies, passive loss strategies, real estate tax strategies, and legal strategies to lower tax bills. The firm proactively manages liabilities and brings tax savings at year-end. The group stays in touch with clients to guide them through financial decisions that could incur tax consequences.

4.8
(22 reviews)
4.8
(1 reviews)
Tucson
Clear View Business Solutions offers expert tax planning and compliance services for individuals and businesses. Services include maximizing deductions, tax credit assistance, and strategic tax planning to minimize tax burdens and optimize profitability. …
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A Proactive Approach to Your Financial Success

Clear View Business Solutions offers expert guidance to help businesses thrive. This company understands the challenges of navigating the U.S. tax code and aims to simplify the process for its clients. They provide a clear view of business prosperity and the path to achieve it, helping clients keep more of what they earn. Download their “Business Owner’s Essential Guide to Tax Deductions” to learn more.

Comprehensive Tax Planning Services

The firm provides comprehensive tax planning for both individuals and businesses. Their services focus on maximizing deductions and minimizing stress related to tax compliance. This includes optimizing individual tax filings to ensure all deductions and credits are claimed.

Business Tax Planning Expertise

For businesses, Clear View Business Solutions addresses unique challenges such as payroll and sales taxes, along with industry-specific obligations. They help develop tailored tax strategies to reduce tax burdens and boost profitability. Tax credit assistance is also offered to significantly lower tax bills.

A Dedicated and Collaborative Team

This group boasts over 20 years of experience serving hundreds of business owners. Their team combines financial expertise with proactive communication. The firm prioritizes helping each client achieve results and enjoys the process along the way.

Client Focused Approach

The company’s process begins with a consultation to understand clients’ goals and challenges. They then collaboratively design a customized strategy and optimize communication. The ultimate goal is to empower clients to achieve their financial goals and enjoy a clear view of their business prosperity. Schedule a consultation to focus on your core business without tax-related concerns.

3.9
(18 reviews)
3.9
(9 reviews)
Tulsa
Provident CPAs PLC offers proactive tax planning and business growth strategies for high-income earners ($150K+). Services include tax minimization, cash flow management, exit planning, and succession planning, utilizing a personalized membership program with business advising and investment opportunities. …
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A Proactive Approach to Your Financial Success

Provident CPAs PLC’s strategies create value and often provide a 1,000-2,000% return on investment. This begins with tax planning, then expands to assessing the business’s financial and operational health, ultimately culminating in exit planning. The firm prioritizes keeping more of your hard-earned money.

Comprehensive Tax Planning Services

The firm’s Strategic Wealth Systemâ„¢ is an eight-step process designed for proactive tax savings and retirement planning. This company’s Strategic Blueprint aims to save clients at least ten times its cost in taxes. Services include tax burden reduction, cash flow management, and retirement planning assistance.

Minimizing Your Tax Burden

Provident CPAs PLC helps clients minimize their tax burden and achieve financial independence. This group works exclusively with high-income entrepreneurs, professionals, executives, and investors earning over $150,000 in taxable income. The firm is passionate about ensuring clients don’t pay unnecessary taxes.

Succession and Exit Planning

The firm assists business owners with succession planning, including determining exit strategies and contingencies. This company helps with buy/sell agreements, retirement preparation, business sales, estate planning, tax reduction at death, and intergenerational transition plans. They act as the quarterback for your team, coordinating with financial advisors and s.

Long-Term Tax Strategies and Growth

Provident CPAs PLC helps companies manage the increased tax burden associated with growth. They offer strategies such as Employee Stock Ownership Plans (ESOPs) for tax benefits and succession planning. The firm also advises on cost-saving measures like establishing captive insurance companies to lower costs and access tax benefits.

(CTC, CTP, CTS, EA )
4.8
(105 reviews)
4.8
(15 reviews)
Burlington
DualVision Inc. provides comprehensive tax services for individuals and businesses, including preparation, planning, and problem resolution. They specialize in tax-saving strategies to minimize liability and maximize after-tax income. …
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Proactive Tax Planning and Minimization

DualVision Inc. prioritizes proactive tax planning to legally reduce your tax liability. This company goes beyond simple compliance, actively recommending strategies to maximize your after-tax income. The firm’s commitment to minimizing your tax burden extends throughout the year, not just at tax time.

Individual and Business Tax Preparation Services

DualVision Inc. offers comprehensive tax preparation services for both individuals and businesses. For individuals, the firm helps ensure you benefit from professional tax preparation. For businesses, this group builds relationships to understand your operations and ensure compliance, minimizing penalties and maximizing profitability.

Addressing Tax Problems and IRS Issues

This company assists clients in resolving tax problems and navigating IRS issues. DualVision Inc. prides itself on efficient, affordable, and discreet service to help alleviate the stress associated with tax complications.

Tax Savings Strategies and Expertise

DualVision Inc. employs numerous tax-saving strategies. These include income splitting, income/expense shifting, utilizing tax-deferred investments, employing tax-exempt investments, and identifying tax deductions. The firm continuously updates its expertise by attending regular tax seminars to stay abreast of current tax laws and regulations. Many clients save significantly more than the fees charged through this company’s planning and strategies.

Asset Protection and Wealth Growth Strategies

The firm’s tax planning strategies focus on asset growth and preservation. This includes deferring income for future tax advantages, reducing taxes on various income streams (income, estate, gifts, investments, and retirement distributions), and enabling more effective charitable giving.

Go-Pro Tax and Accounting, Inc. provides proactive tax planning services, including initial tax analysis, tax plan development, and ongoing support. They offer strategies for minimizing tax liability, recovering past overpayments, and maximizing tax savings through legal deductions and loopholes. …
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ProActive Tax Strategies: Minimizing Your Tax Burden

Go-Pro Tax and Accounting, Inc. helps clients legally minimize their tax liability. The firm believes that taxpayers often overpay due to mistakes, and this company aims to change that. Their ProActive Tax Strategy focuses on maximizing legal deductions and loopholes. This approach helps clients keep more of their hard-earned money.

Two-Stage Approach to Tax Planning

This group employs a two-stage ProActive Tax Strategy program. First, a comprehensive analysis of business and investments is conducted, focusing on tax strategies and asset protection. Ongoing tax consulting continues as wealth grows, ensuring continued savings. The firm prioritizes minimizing tax payments and provides ongoing support.

Planning for Long-Term Financial Well-being

Go-Pro Tax and Accounting, Inc. focuses on minimizing your tax burden now and into the future. The firm’s goal isn’t just tax preparation; it’s proactive tax planning that saves you money. This company seeks creative ways to use tax laws to your advantage and help avoid audits. This approach involves income growth strategy sessions to create a personalized plan.

Comprehensive Coaching Program

The firm’s coaching program includes an initial tax analysis to identify mistakes and missed opportunities. A data collection checklist gathers key information, and a review of past tax returns (up to three years) seeks out recoverable overpayments. A detailed, customized tax plan report is created, followed by an implementation plan with timelines, guides, and forms.

Return on Investment and Ongoing Support

The firm views its fees as an investment, not an expense, and calculates your estimated annual savings. Ongoing support, including updates with tax law changes, is available through a maintenance plan. This plan provides access to the tax planner for questions and financial advice. The firm actively monitors tax laws, providing timely communications and alerts to clients.

(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.

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