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 CTS

19 Tax Strategists found
(CTC, CTP, CTS, CPA )
4.9
(62 reviews)
4.9
(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%. …
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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.

4.7
(63 reviews)
4.7
(2 reviews)
Waxhaw
Ed Lloyd & Associates, PLLC provides strategic tax planning and reduction services for businesses and individuals. Services include tax preparation, audit representation, and financial analysis, aiming to minimize tax liabilities and maximize growth. They offer a free tax review. …
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Reduce Taxes. Gain Clarity. Focus on Growth.

Are you ready to keep more of your hard-earned revenue? This company helps entrepreneurs and business owners reduce their income tax, achieve real-time accounting, and grow their business. They avoid the cost of bad tax planning by providing clarity and simplicity to your tax and business decisions.

Proactive Tax Strategies for Maximized Savings

Tax season starts months before you prepare your returns. This group helps you maximize savings by strategically distributing finances and organizing spending. They develop a customized budget with your growth goals in mind, so you can save more money for future growth. The firm analyzes your finances, business numbers, and compares them to industry standards to identify cost-cutting opportunities and smarter investment decisions.

Minimizing Tax Liability and Maximizing Benefits

The firm helps clients pay the least amount of tax legally possible. They are proactive tax planners with certifications in tax planning, taking the time to understand your business and personal situation. Their Strategic Tax Planning service dramatically reduces tax liability and helps maximize the benefits of the Tax Cuts and Jobs Act. A free tax review is offered to analyze your tax returns and financial statements for the last two to three years, uncovering missed opportunities and reducing your tax burden.

Comprehensive Tax Services and Client Support

This company provides tax preparation for various business structures (S Corporations, Partnerships, C Corporations, Sole Proprietorships, and individuals). They also offer audit representation, resolution of payroll tax penalties and notices, offer-in-compromise for outstanding taxes, and salary analysis for business owners. The firm is headquartered in Charlotte, NC, with clients across the US, and is managed by Ed Lloyd CPA. They take the time to understand each client’s business, family, and investment structures to provide sound tax mitigation recommendations.

A Focus on Tax Planning and Client Understanding

Tax planning is a specialty, and the firm prioritizes it. Ed Lloyd CPA has completed certification training, and the team undergoes ongoing training to maintain effective tax planning skills. They work with clients across the United States and prepare state tax returns for over 30 states annually. All new clients start with Strategic Tax Planning to uncover missed opportunities and reduce their tax burden. They offer accounting, business analytics, controller, and Virtual CFO services.

5.0
(37 reviews)
Charlotte
Quartermaster Tax provides proactive tax planning and customized services to reduce tax liabilities for businesses and medical professionals. Their expert team leverages tax credits and deductions to maximize client savings, guaranteeing a return on investment. …
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Stop Overpaying Taxes

Overlooking available tax credits and deductions can cost business owners and medical professionals tens of thousands of dollars annually. Quartermaster Tax has recovered over $45,000,000 in tax overpayments since 2021, with many rebates in the hundreds of thousands of dollars. This company helps clients save thousands year after year.

Tax Planning Services

The tax code’s complexity (over 70,000 pages) makes finding all applicable deductions and credits challenging. This group’s tax experts ensure clients don’t overpay. The firm’s services don’t require changes to your business or CPA; only your profits change.

How Quartermaster Tax Works

The firm uses a three-step process: Realize – a line-by-line review of your financial situation; Reduce – creation of a personalized tax strategy; Reclaim – identification of past overpayments for potential refunds. This approach boosts your profits.

A Proactive and Customized Approach

Quartermaster Tax monitors US tax code changes for maximum savings. The company offers a turnkey approach, using proven methods without requiring lifestyle or business changes. Customized tax reduction plans are designed for each business, providing strategic and streamlined advice year-round.

Guaranteed Return on Investment

Tax planning with this company is presented as a smart investment with a guaranteed return. This group maximizes your income while ensuring compliance. The firm views effective tax planning as a risk-free financial boost, increasing savings and aligning finances with long-term goals.

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.

(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.

4.0
(4 reviews)
Garden City
Craig Cody & Company, Inc. offers proactive tax planning, CFO services, and estate planning for agency owners and business leaders. Services include small business accounting and strategic tax plans designed to minimize tax liabilities and maximize financial growth. …
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Empowering Agency Owners with Proactive Tax Strategies

Craig Cody & Company, Inc. provides expert tax planning and accounting solutions designed to help clients keep more of their earnings, avoid potential financial pitfalls, and secure their financial future. This company specializes in assisting agency owners and business leaders navigate the complexities of tax strategy and financial management. The firm’s Certified Tax Coachâ„¢ status signifies a commitment to advanced tax planning techniques through rigorous training and ongoing education.

Comprehensive Tax Planning Services

The firm’s mission is to help clients retain more revenue, reduce their tax burden, and achieve sustainable growth. This group offers more than traditional tax services; their comprehensive offerings include proactive tax planning and tailored off-site CFO services. These services provide the insights and daily financial guidance needed for informed business decisions.

Specialized Services Offered

Craig Cody & Company, Inc. offers small business accounting services, handling bookkeeping so clients can focus on their businesses. They also provide CFO services at a fraction of the cost of a full-time CFO. The firm offers three levels of strategic tax plans designed to minimize taxes, with projected annual savings ranging from $3,000 to over $250,000 depending on the plan. Tax preparation services identify potential deductions to limit tax liability.

Expertise in Estate and Trust Tax Preparation

This company also offers estate planning services to help clients navigate the complexities of estate planning, including legal and financial considerations. The firm addresses concerns about inheritance, taxes, and probate court procedures, offering discussions, recommendations, and research tools to simplify the process. They emphasize a collaborative approach, assisting clients throughout the entire process.

A Dedicated and Collaborative Team

Craig Cody & Company, Inc. is passionate about supporting agency owners, understanding their unique challenges, and creating personalized solutions. The team’s decades of experience and efficient approach ensure clients receive the financial clarity needed to focus on business growth. They offer implementation services to ensure clients receive all entitled deductions, and fixed-price maintenance plans including tax preparation, ongoing support, and business analysis.

(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.

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.

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