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
Tax Planners in CTS
19 Tax Strategists found
Proven Tax Strategies for Businesses
Boris M-Tax offers customized tax strategies proven to save clients millions. The firm emphasizes that simply having a tax preparer is insufficient; proactive tax planning is crucial. This group stresses that the ideal time to begin tax planning was yesterday.
Reducing Your Tax Burden
Tired of substantial tax payments? This company helps business owners leverage the tax code to their advantage—legally, proactively, and transparently. You don’t need a new CPA; you need a tax strategy.
Proactive Tax Planning and Strategy
Boris M-Tax provides proactive tax planning designed to save you money. The firm tailors strategies to your unique business needs, maximizing deductions and credits. A tailored tax strategy can reduce your tax burden and increase profitability.
Boris Musheyev and Client Reach
Boris Musheyev, CPA, specializes in money-saving tax strategies and accounting oversight for individuals and small businesses. The firm currently serves clients in over 35 states.
Why Choose Boris M-Tax?
This company’s clients save tens of thousands of dollars annually using proven strategies. The firm helps clients proactively use the tax code to legally reduce taxes and increase take-home pay. Many profitable business owners overpay taxes due to a lack of dedicated tax planning.
A Proactive Approach to Your Financial Success
Are you paying too much in taxes? Golden Tax Relief offers expert tax planning, potentially saving you $50,000 or more annually. This company unveils “The Golden Path,” a proprietary technique designed for optimal tax savings while ensuring legal compliance. The firm acts as a partner in achieving financial peace and securing your future.
Comprehensive Tax Planning Services
Golden Tax Relief goes beyond traditional tax services. This group focuses on tailored, results-driven pathways aligned with your financial goals, ensuring tax efficiency and security. Every day you wait to start planning increases the risk of overpaying taxes and missing savings opportunities. The longer you wait, the higher the chance of encountering unexpected tax implications.
The Golden Tax Relief Four-Step Process
First, call to speak with a tax specialist for a free consultation. Second, the firm will arrange a meeting to evaluate your financial situation and determine suitability. Third, the team designs a personalized tax blueprint using The Golden Path. Finally, experience the peace of mind that comes with expert tax planning, and enjoy a stress-free financial future.
Expertise in Business and Family Tax Planning
Golden Tax Relief specializes in streamlining the finances of businesses and families. The firm is a leading solution for those burdened by high taxes. Their expertise in tax planning alleviates tax liabilities, ensuring your financial health by leveraging legal tax benefits and exemptions. This company helps you minimize tax expenses and enhances financial security.
Minimizing Tax Burden for High-Income Earners
Taxes are inevitable, but paying more than legally required isn’t. Golden Tax Relief empowers high-income business owners to legally minimize their tax burdens. This group employs strategic, lawful tactics and engages in thorough discussions to develop a tailored plan to lessen tax obligations. This approach boosts reinvestment in your business, enhances retirement savings, and supports your lifestyle.
A Proactive Approach to Your Financial Success
AA CPA Tax Strategies LLC is a Central Texas full-service CPA firm specializing in proactive tax strategies. This company focuses on developing and implementing these strategies for its clients, going beyond simple compliance. The firm prioritizes minimizing your tax liability throughout the year, not just at tax time. This proactive approach aims to maximize your after-tax income.
Comprehensive Tax Planning Services
This group provides accounting, individual tax and financial planning, forensic accounting, sales tax compliance and audits, and corporate tax planning, preparation, and compliance services. They also offer business advisory services including franchise consulting, virtual CFO services, business plan development, and financing proposals. The firm works with various industries, including nonprofits, manufacturing and distribution, medical and professional services firms, and construction.
Client Focus and Industry Expertise
AA CPA Tax Strategies LLC specializes in working with individual professionals in startups and high-tech businesses, medical and professional service providers, and entrepreneurs in high-tech, services, manufacturing, distribution, and trading companies. This company also has experience with businesses operating in Latin America and Asia. The firm’s leaders have a strong track record in tax planning & compliance, accounting, and finance.
Geographic Reach and Resources
The firm is located in Austin, TX, with affiliate offices in Atlanta, GA, and Monterrey, MX. They enhance their mastery of tax law by attending frequent tax seminars to stay current with complex tax codes and new regulations. This commitment ensures clients receive the most up-to-date and effective tax planning.
Tax Saving Strategies
The firm helps clients grow and preserve assets, defer income, reduce taxes on income, estates, gifts, investments, and retirement distributions. Strategies include splitting income among family members or entities, shifting income or expenses between years, deferring liabilities through investments, using tax-exempt investments, and finding deductions through strategic spending. The firm emphasizes that they work for the client, not the IRS, and many clients save significantly more than the firm’s fees through reduced tax liability.
A Proactive Approach to Your Financial Success
Fintax CPAs focuses on advanced tax reduction and planning, emphasizing proactive strategies rather than reactive ones. The firm’s founder, Angie Bhasin, was named Top Tax Planner of the Year by the American Institute of Certified Tax Planners. This company’s tax team helps protect clients’ wealth through both simple and complex strategies.
Significant Tax Savings
Fintax CPAs’ clients have saved an average of $48,000 in taxes annually, with some achieving millions in savings. This translates to more money available for clients’ personal use rather than IRS payments. The potential for long-term wealth growth through investment of these savings is significant.
Understanding Your Tax Needs
This company understands that business owners and investors rely heavily on financial information for successful decision-making. However, many accountants simply record historical financial data, providing limited proactive tax planning. Fintax CPAs offers a different approach.
Beyond Traditional Accounting Services
Unlike traditional accounting firms, Fintax CPAs provides proactive advice and strategies to maximize earnings and minimize tax burdens. The firm uses court-tested, IRS-approved strategies to develop comprehensive plans, unlike many competitors who focus solely on historical data and after-the-fact planning.
Personalized Proactive Tax Strategies
The firm’s personalized Proactive Tax Strategy involves an initial interview and questionnaire to understand clients’ financial goals. Following a review of provided information, a comprehensive strategy is developed, typically within two weeks. Clients then review the strategy with their CPA strategist, receiving a written plan outlining deductions, credits, and other tax-saving strategies. A follow-up call is offered for further questions or clarification.
Client Profile
Fintax CPAs works with small business owners, startups, and high-net-worth individuals to reduce their tax burden. This group helps businesses minimize taxes upon exit and creates strategies for long-term savings.
A Proactive Approach to Your Financial Success
Focus CPA Group offers expert tax planning for small business owners and individuals, providing year-round support to help you navigate tax changes. This company guarantees you’ll pay only what’s necessary, keeping more of your income. Their proactive tax planning process strategically manages your tax liabilities to align with your financial goals. Trust this firm to handle your tax planning efficiently.
Comprehensive Tax Planning Services
The firm offers strategic tax planning for small businesses and individuals, including multi-state and international tax planning. They also specialize in trust and estate planning, business succession planning, and tax planning for non-profit organizations. Additional services include year-end tax planning, multi-year tax projections, and minimizing the impact of the alternative minimum tax. This group addresses tax strategies related to investment planning, capital gains, estate and gift taxes, retirement planning, and state and local tax issues.
Expertise in Estate and Trust Tax Preparation
Focus CPA Group provides services in estate and trust planning, working to optimize asset distribution while considering tax implications and legal considerations. The firm specializes in establishing trusts that protect assets and contribute to tax efficiency. Their approach involves analyzing income and strategizing ways to reduce tax liabilities through methods like income splitting or deferring income. They also offer advice on structuring investments tax-efficiently, using potential accounts, and managing capital gains and losses.
A Dedicated and Collaborative Team
This company’s process begins with an initial financial assessment, evaluating your income, investments, and existing tax strategies. The team identifies opportunities for tax savings, such as deductions, credits, and tax incentives. They collaborate with financial advisors, accountants, and legal experts for a holistic approach to tax optimization. This group develops a customized tax plan and implements and monitors it, adapting to changes in your financial situation and tax rules.
Specialized Services
For business owners, the firm provides guidance on business structure, deductions, and tax credits to optimize tax savings. For retirement planning, they analyze your portfolio to identify opportunities for tax optimization, implement distribution strategies, and stay informed of tax law changes. Focus CPA Group’s tax advisors bring specialized knowledge of tax laws and regulations. They collaborate with wealth managers, continuously monitor tax laws, and create customized strategies tailored to your unique financial situation and life stages.
Proactive Tax Planning for Enhanced Wealth
Commpex Tax Strategies specializes in proactive tax planning and advanced financial strategies to help build wealth and plan for success. This company offers a broad range of services, including tax preparation, asset protection, IRS tax resolution, business planning, and financial planning. They aim to make life easier for clients by handling complex financial matters.
Comprehensive Financial Advisory Services
Located in San Diego, California, Commpex Tax Strategies is a full-service tax and financial advisory firm serving small businesses and individuals. The firm offers services to business owners, executives, investors, high-net-worth individuals, and independent professionals. This group prides itself on being affordable, experienced, and friendly. Their mission is responsiveness and genuine expertise.
Asset Protection and Wealth Amplification Strategies
This company helps clients reduce their tax liability, protect assets, and amplify wealth through proactive tax planning. They offer asset protection strategies to safeguard assets from legal claims and creditors. Services are tailored to individuals, high earners, real estate investors, business owners, and accredited investors.
Understanding Proactive Tax Planning
Commpex Tax Strategies emphasizes proactive tax planning, stating that most accountants simply record historical data, rather than proactively minimizing tax liability. This firm helps clients legally earn more, keep more, and pay less tax by utilizing legal deductions and loopholes. The goal is to control taxes rather than reacting to them after the fact.
Client Benefits and Success
By working with Commpex Tax Strategies, clients benefit from less tax liability, protected assets, enhanced wealth-building capabilities, and peace of mind. The firm boasts hundreds of clients who pay thousands less in taxes after engaging their services. Their proactive approach to tax planning ensures a return on investment for their clients.
Client Focus and Specialization
Commpex Tax Strategies serves a diverse clientele including small to medium-sized business owners, physicians, dentists, medical services providers, real estate owners, passive and active investors, restaurant owners, high earners, and high-net-worth individuals. They are committed to helping their clients achieve their financial goals.
A Proactive Approach to Your Financial Success
Distinct Tax Consulting Group, LLC helps clients achieve financial goals through tailored tax planning, strategy, and advisory. This company uses a four-phase approach: understanding goals, analyzing past financial data, reviewing the tax transformation journey, and creating a customized strategy. The firm empowers clients to control their tax situation and unlock potential savings. This group transforms tax circumstances for financial success.
Comprehensive Tax Planning Services
Distinct Tax Consulting Group, LLC offers strategic tax planning, comprehensive tax compliance, and proactive tax maintenance. Knowledge-based tax planning and projections provide financial advantages for business and personal clients. The firm provides up-to-date, professional tax information. This company’s staff keeps track of important business records accurately.
Addressing Common Tax Challenges
High tax burdens, cash flow constraints, navigating business changes, missed savings opportunities, compliance concerns, aligning financial and tax strategies, and planning for business expansion are all challenges this company addresses. The firm helps clients avoid penalties and audits. Distinct Tax Consulting Group, LLC assists with retirement and estate planning.
Expertise and Experience
As Enrolled Agents, Certified Tax Strategists, and Certified Public Accountants, the firm delivers premium services in all 50 states. This group specializes in business tax planning, tax compliance, advisory and consulting, and accounting. The company is committed to providing outstanding, specialized, and individualized solutions. The firm’s team has over 30 years of combined expertise.
Specialized Services Offered
Distinct Tax Consulting Group, LLC provides a range of services. These include tax notice response, reasonable compensation analysis, quarterly fixed asset depreciation, quarterly QuickBooks review, tax reduction planning, tax projection, and tax preparation. The firm also offers tax account monitoring, quarterly tax deadline reminders, and unlimited email, text, and chat support.
A Proactive Approach to Your Financial Success
Cerebral Tax Advisors offers proactive tax planning and strategy services, unlike typical reactive tax firms. This company’s clients have seen an average 453.53% return on investment over the past 10 years. The firm prioritizes client well-being and understands the unique challenges faced by medical professionals and high-earning business owners. This group aims to save clients both money and time.
Comprehensive Tax Planning Services
The firm provides full transparency with a “no nickel and dime” policy and monthly flat rates for easy budgeting. Cerebral Tax Advisors creates strategic plans tailored to individual client needs to lower tax bills and maximize savings. This proactive approach begins well before tax season, leading to significant long-term savings. Their services free up client time for family, business growth, or personal pursuits.
White-Glove Service for Medical Professionals
This company specializes in tax strategies for healthcare professionals, understanding the unique tax challenges faced by doctors and dentists. Each plan is customized to the client’s financial situation. The firm intentionally maintains a small client base to ensure a personalized, high-touch experience. Cerebral Tax Advisors avoids taking on every client to maintain this level of service.
Proactive Tax Strategy and Clear Communication
Unlike most reactive tax professionals who focus solely on tax return filing, Cerebral Tax Advisors focuses on tax savings. This group employs a proactive approach, planning ahead and meeting with clients throughout the year to identify tax reduction opportunities. Clear communication is a priority. The firm’s strategies are court-tested and IRS-approved for audit avoidance.
No Commissions or Kickbacks. Just Honest Advice.
Cerebral Tax Advisors distinguishes itself by its commitment to honest advice without commissions or kickbacks. The firm does not sell products, ensuring all recommendations are in the client’s best interest. This commitment stems from firsthand experience witnessing dishonest financial practices targeting medical professionals. This group believes in transparency and client well-being above all else.
Tax Planning for Business Owners
This company specializes in tax planning for high-earning business owners, guaranteeing to double your investment in the tax plan design within the first year. The firm emphasizes the importance of working with a CPA specializing in high-earning business owners to leverage numerous tax-saving strategies often overlooked by general financial professionals. By maximizing these strategies, clients can significantly increase savings and optimize their return on investment.
Why Choose Cerebral Tax Advisors?
Cerebral Tax Advisors has over 20 years of experience helping high-earning business owners become tax-efficient. The firm boasts a guaranteed return on investment, with clients seeing an average of 453.53% ROI over the past 10 years. All tax strategies are court-tested and IRS-approved to minimize audit risks. The firm will only recommend strategies they are confident in defending.
Proactive Tax Planning for Small Businesses
Small business owners seeking to minimize tax liabilities need proactive planning, not just last-minute filing. A Kaplan CPA offers specially trained accountants to develop a customized tax strategy. This begins with a consultation to understand your financial situation, followed by a review of past tax returns. The firm then conducts research to identify various options for tax reduction.
Comprehensive Tax Strategies
This company’s tax reduction plan starts with a comprehensive strategy acting as a roadmap to lower your tax burden and increase wealth. The firm uses information gathered to conduct extensive research and explore options for reducing taxes. A personalized Tax Strategy is delivered outlining the findings. This detailed plan helps increase your wealth.
Building a Long-Term Relationship
A Kaplan CPA strives to build lasting relationships with clients, acting as your personal tax advisor. The firm provides courteous and responsive service, addressing tax questions and financial concerns. They prioritize your best financial interests and continually revise your tax strategy as tax laws evolve, ensuring compliance and maximizing tax savings.
Tax Preparation and Planning
A Kaplan CPA understands the apprehension many feel regarding tax time. This company helps small business owners create personalized solutions to reduce their tax burden and stress. Their process begins with a tax plan tailored to your unique financial situation. They emphasize that tax planning precedes tax preparation.
Maximizing Tax Savings
This group creates a customized Tax Strategy long before tax filing. They gather information on homes, businesses, investments, and past returns to identify strategies limiting tax exposure. The firm utilizes federal and state-level credits, deductions, and loopholes to achieve significant tax savings at year-end. This results in significant savings when preparing your tax return.
Certified Tax Coach Expertise
A Kaplan CPA is a virtual firm focused on saving clients money. They believe tax preparation involves using the tax code to your advantage. Their proven tax planning methodology has saved clients thousands of dollars annually. The firm’s expertise as a Certified Tax Coach ensures you never pay more than you owe.