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

By State
Targeted Tax Payers
Targeted Tax Payers

Tax Planners in Big Enterprises

7 Tax Strategists found
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
(39 reviews)
4.8
(6 reviews)
Columbia
Nitya LLC is a CPA firm providing comprehensive accounting and tax planning services for businesses and individuals. Services include expense tracking, cash flow monitoring, tax strategy development, and tax preparation, aiming to minimize liabilities and maximize profits. …
read more...

Removing Financial Pain Points for Small Businesses

Running a small business can be challenging, especially managing accounting. Nitya LLC offers accounting services designed to simplify financial management. The firm provides tools for expense tracking, cash flow monitoring, and financial trend identification to help plan for the future. This company uses a common-sense approach with personalized attention and reliable financial advice.

Proactive Tax Strategies for Businesses and Individuals

This group devises tax strategies to reduce liabilities and maximize profits. The firm fine-tunes these plans as tax laws change to ensure maximum tax savings. In addition to business services, Nitya LLC offers income tax preparation for individuals and businesses, with electronic filing for faster tax refunds.

Rockville Tax Planning Services and Client Relationships

Nitya LLC has extensive experience assisting businesses and individuals with tax obligations. Unlike some accountants who only interact with clients during tax season, this company builds trusted relationships year-round. The firm proactively manages liabilities and guides clients through financially impactful decisions.

Tax Planning for Businesses of All Sizes

The firm helps businesses at all stages, minimizing taxes and increasing revenue. For new businesses, Nitya LLC implements strategies for tax compliance and profitability. Established businesses benefit from tax plan reviews and adjustments to limit exposure and boost revenue.

Personalized Tax Plans for Individuals

For business owners, entrepreneurs, and individuals, the firm analyzes the complete financial picture to create personalized tax plans. As a trusted advisor, Nitya LLC helps clients avoid IRS scrutiny while legally minimizing tax burdens.

5.0
(5 reviews)
5.0
(1 reviews)
Fort Smith
Arkansas-licensed CPA firm providing comprehensive tax planning and preparation services for individuals and businesses. Specializes in minimizing tax liability through proactive strategies and compliance with current tax laws. …
read more...

Services Offered by Douglas Hasley, CPA

Douglas Hasley, CPA, P.A. is licensed in Arkansas and specializes in tax planning and preparation for businesses and individuals. This company offers a wide range of services for business owners, executives, and independent professionals, focusing on both individual and business needs. The firm is professional, experienced, and affordable.

Tax Planning and Preparation

This group serves clients’ planning, preparation, and filing needs while ensuring compliance with current tax laws and regulations. They offer comprehensive tax services for upcoming returns and work with clients to maximize deductions and credits. The firm prioritizes staying current on tax law changes through regular attendance at tax seminars.

Minimizing Tax Liability

The company helps businesses and individuals pay the lowest legally permissible amount of taxes. This is achieved through year-round tax minimization strategies, not just end-of-year adjustments. Douglas Hasley, CPA actively seeks ways to reduce your tax burden.

Tax-Saving Strategies

This firm recommends strategies to grow and preserve assets, defer income, reduce taxes on income, estates, gifts, investments, and retirement distributions. The goal is to help clients keep more of their money.

Specific Strategies Employed

Several strategies are used, including income splitting among family members or entities to utilize lower tax brackets. Income and expense shifting between years is employed to optimize tax rates. The firm uses investment choices such as pension plans to defer tax liabilities and utilizes investments that generate tax-exempt income. They also help find deductions through structuring expenses, such as for vacation homes. The firm emphasizes that it works for the client, not the IRS. Many clients save significantly more than the firm’s fee through reduced tax liabilities.

4.8
(32 reviews)
4.8
(46 reviews)
Austin
AA CPA Tax Strategies LLC is a full-service Central Texas CPA firm specializing in proactive tax strategies, business turnaround services, and financial planning. Services include accounting, tax compliance, forensic accounting, and business advisory (including virtual CFO). They serve individuals and businesses in diverse sectors, with offices in Austin, Atlanta, and Monterrey. …
read more...

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.

Pendas International, PLLC provides international tax planning, accounting, and advisory services to mid-sized companies. With over 40 years of combined experience, they offer personalized solutions for U.S. inbound and outbound businesses, specializing in tax optimization, entity structuring, and cross-border transactions. …
read more...

A Proactive Approach to Your Financial Success

Pendas International, PLLC offers international tax planning, accounting, and advisory services. This company specializes in assisting midsize international companies looking to expand into or within the U.S. market. They provide personalized guidance and support from the initial stages of establishing a U.S. presence. The firm’s approach prioritizes proactive oversight and responsive communication.

Comprehensive Tax Planning Services

This group possesses over 40 years of combined experience in international tax accounting, international law, and business support services. Whether your revenue is $5 million or $50 million, Pendas International, PLLC can help you establish a legally sound U.S. business structure optimized for tax savings. Their services extend to existing businesses needing tax help or advisory support. The firm offers a wide range of services for both U.S. inbound and outbound international midsize companies.

Specialized Services Offered

Pendas International, PLLC provides services including establishing a global tax minimization strategy; entity structuring and tax classification; transfer pricing consulting and documentation; and cross-border transaction planning and structuring. Additional services include navigating debt and equity rules, tax treaty issues (including Permanent Establishment and optimizing withholding tax implications), tax-efficient profit repatriation strategies, and international business modeling. This company also assists with nonresident investors’ acquisition of interests in U.S. entities, foreign investments in U.S. real estate, and foreign corporations operating in the U.S. through subsidiaries.

A Dedicated and Collaborative Team

The firm’s team of executives brings over 40 years of combined experience in international tax, accounting, business, and law. Pendas International, PLLC understands the challenges of navigating a new market and regulations, especially in a non-native language. The firm is committed to providing exceptional service, mirroring the level of care they would expect for themselves. This personalized approach emphasizes clear, responsive communication and proactive oversight.

The Pendas Promise

This company promises personalized solutions, avoiding a one-size-fits-all approach. They offer innovative solutions to complex problems and proactive oversight to maximize profits and avoid costly penalties. The firm’s commitment includes clear and responsive communication, ensuring clients receive timely attention to their unique business goals. Pendas International, PLLC strives to be a trusted advisor, similar to what many midsize companies throughout Latin America, Europe, the Middle East, Mexico, and the U.S. experience.

(CTC, CTP, CTS, EA )
0.0
(1 reviews)
San Diego
Commpex Tax Strategies is a San Diego-based firm offering proactive tax planning, asset protection, and financial strategies to individuals and small businesses. Services include tax preparation, IRS resolution, and business planning for high-net-worth individuals and investors. …
read more...

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.

5.0
(2 reviews)
Castle Rock
The Fort CPA Group provides comprehensive tax planning and preparation services, including estate and trust tax planning, to help clients minimize tax liabilities and achieve long-term financial security. Services encompass tax credit/deduction maximization, recordkeeping, year-round tax planning, and wealth preservation strategies. …
read more...

A Proactive Approach to Your Financial Success

Many people believe their tax bill is too high. The Fort CPA Group prioritizes your financial success, ensuring your taxes don’t need to be a burden. This company helps you achieve financial success.

Comprehensive Tax Planning Services

Tax preparation is more than just filling out forms. The firm understands client needs and helps plan for a secure future. This involves analyzing your situation to maximize tax credits and deductions. This group also helps you establish proper recordkeeping and develops year-round tax planning strategies.

This company reviews and adjusts paycheck withholding to optimize your income and helps defer tax liabilities through various investment and retirement strategies. They also assist in utilizing investments to generate tax-exempt income at the federal, state, or both levels.

Expertise in Estate and Trust Tax Preparation

Estate and trust tax preparation is crucial for managing your financial future and protecting your assets. This is important for everyone, particularly those with spouses, children, or business ownership. The firm helps develop estate and trust plans that protect wealth and minimize tax burdens for you and your family.

Protecting your assets ensures financial security for your loved ones. The Fort CPA Group possesses the specialized knowledge and expertise needed for estate planning and trust tax return preparation.

A Dedicated and Collaborative Team

The firm’s tax and accounting professionals have extensive experience assisting clients. They collaborate with investment advisors, attorneys, and other financial professionals to create long-term estate plans. The company stays current on tax law changes affecting estate and trust preparation.

Specialized Services

The Fort CPA Group’s estate and trust tax services include allocating assets, reviewing estate plans to meet financial goals, gift tax returns and strategies, business succession planning, trust administration, trust income tax returns, and estate tax returns.

Tax Strategists Near You

Tax Planners in Alabama
Tax Planners in Arizona
Tax Planners in Arkansas
Tax Planners in California
Tax Planners in Colorado
Tax Planners in Florida
Tax Planners in Georgia
Tax Planners in Illinois
Tax Planners in Maryland
Tax Planners in Massachusetts
Tax Planners in Michigan
Tax Planners in Nebraska
Tax Planners in New Jersey
Tax Planners in New Mexico
Tax Planners in New York
Tax Planners in North Carolina
Tax Planners in Oklahoma
Tax Planners in Tennessee
Tax Planners in Texas
Tax Planners in Utah
Tax Planners in Wisconsin