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 Dallas
2 Tax Strategists found
A Strategic Approach to Tax and Legacy Planning
The Law Office of Jason Carr, PLLC focuses on achieving significant savings for clients through effective legal representation and planning. This firm aims to make life’s inevitabilities, such as death and taxes, manageable for its clientele. The group is cognizant of the legal, personal, business, and cost complications these issues can raise.
In addition to tax and legacy planning clients, this company represents a select number of entrepreneurs, artists, and athletes. Their expertise extends to addressing business and personal matters for these specialized clients.
Comprehensive Tax Reduction Strategies
The firm specializes in delivering comprehensive tax reduction strategies, tailored specifically for individuals, small business owners, and licensed professionals. This includes navigating distinct tax challenges such as entity selection, income structuring, deductions, and managing compliance. The team understands the complex issues faced by entrepreneurs and professionals.
The expert tax professionals at The Law Office of Jason Carr, PLLC provide deep legal expertise and strategic insight. They help clients minimize tax liabilities, optimize cash flow, and remain compliant with federal, state, and local tax laws. This approach focuses on proactive planning, building strategies that align with business goals and evolving financial landscapes, rather than just preparing for tax season.
A Proactive and Personalized Process
This group works with clients to develop a customized plan, offering advice and strategies to minimize tax liability proactively. They review tax returns as needed to maximize lifetime tax reduction strategies. The firm also assesses tax situations in relation to new tax laws that could affect client finances.
Personalized tax planning solutions and strategies guide clients every step of the way during the planning process. The Law Office of Jason Carr, PLLC also coordinates clients’ advisors to help achieve selected tax planning goals and objectives effectively.
Specialized Tax Solutions
The Law Office of Jason Carr, PLLC is focused on resolving IRS problems, including audit, levy, and lien situations, for individuals and small businesses. They offer complete individual and business audit representation, designed to handle the entire process from start to finish. For a flat fee, this company works to convince the IRS to lift liens, facilitating property deals or refinancing.
When the IRS or other agencies refuse to agree to a reasonable tax debt resolution, tax litigation may be a viable option. Additionally, the firm offers tax return preparation to individuals, families, entrepreneurs, and small business clients throughout the U.S.
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.