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 Personal (Individual)
46 Tax Strategists found
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.
Proactive Tax Minimization Strategies
MMG Tax Group offers proactive tax planning and consulting services. This company helps businesses and investment managers minimize their tax burden through strategic planning. The firm emphasizes proactive measures to anticipate and mitigate potential tax liabilities. This approach contrasts with traditional accounting practices that focus solely on post-tax reporting.
Beyond Traditional Accounting
Unlike traditional accounting services that focus on historical data, MMG Tax Group provides proactive advice and strategies. The firm helps clients earn more and keep more of their income. This group goes beyond simply recording financial history; they develop comprehensive plans to minimize taxes legally.
A Certified Tax Coach Approach
Tony Gibson, founder of MMG Tax Group, is a Certified Tax Coach. He provides clients with court-tested, IRS-approved strategies for minimizing their tax liabilities. The firm’s approach contrasts with “after-the-fact” planning, offering ongoing coaching and proactive solutions. This ensures clients pay the least possible tax while pursuing their financial goals.
Empowering Clients to Achieve Their Dreams
MMG Tax Group’s services empower clients to achieve their financial aspirations. The firm provides education in clear, understandable language, focusing on client strengths and areas needing improvement. This company helps clients set goals, provides accountability, and implements innovative, customized tax strategies to minimize taxes and audit risk. They aim to provide total confidence in minimizing tax obligations.
Understanding Your Tax Burden
Shah & Associates CPAs PA helps businesses understand their tax liabilities. This company focuses on tax savings, not just compliance. They emphasize discovering how much you can save, rather than simply how much you owe. This approach is a key differentiator.
A Free Tax Assessment
A free tax assessment is offered. This review includes examining prior-year returns for potential overpayments. The assessment also highlights often-missed business deductions and explores various tax-saving strategies. An estimate of potential tax savings is provided.
Expert Tax Planning Strategies
Anshul Shah, CPA and tax planning expert, leads the firm. With over a decade of experience and significant investment in tax planning expertise, this group serves over 750 businesses. Their services range from basic to advanced tax planning strategies.
Tax Preparation vs. Tax Planning
Shah & Associates CPAs PA distinguishes between tax preparation and tax planning. A tax preparer focuses on compliance. A tax planner, like this company, actively seeks legal strategies to minimize tax burdens. This firm prioritizes proactive tax planning.
Specific Tax Strategies Offered
The firm offers various tax strategies, including those related to home office deductions, business vehicle leasing, dependent children employment, and LLC, C-corp, and S-corp structure optimization. They also address social security and Medicare taxes, estate tax planning, and various deductions (e.g., depreciation, entertainment, commuting, and more). Advanced strategies are detailed in their e-book.
A Proactive Approach to Your Financial Success
Risley CPA, PC prioritizes proactive tax planning to legally minimize your tax liability and maximize after-tax income. This goes beyond simple tax compliance; the firm actively seeks strategies to increase your net income.
Comprehensive Tax Planning Services
This company enhances its expertise through continuous education, attending frequent tax seminars to stay current on tax law and regulations. Businesses and individuals alike benefit from this group’s year-round focus on tax minimization, not just end-of-year tax preparation.
Tax Saving Strategies
The firm offers numerous tax-saving strategies. These include growing and preserving assets, deferring income for lower future tax rates, and reducing taxes on income, estates, gifts, investments, and retirement distributions.
Specific Strategies Employed
Specific strategies utilized by Risley CPA, PC include income splitting among family members or entities, shifting income/expenses between years for optimal tax rates, deferring tax liabilities through investments like pension plans, using tax-exempt investments, and finding deductions through financial structuring.
Client Focus
Remember, this company works for you, not the IRS. Many clients save significantly more than the firm’s fees through its careful planning and legitimate tax strategies. Contact Risley CPA, PC to learn more about their tax planning services.
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.
Proven Tax Strategies to Reduce Your Tax Burden
Medley Financial Services offers proven tax strategies designed to lower your tax exposure and increase your personal wealth. This company employs Certified Tax Coaches, experts with advanced training in proactive tax planning. Their approach focuses on minimizing tax obligations, unlike traditional tax preparation services. This proactive approach helps clients legally reduce their tax burden and maximize financial gains.
How Medley Financial Services Can Help You Pay Less in Taxes
This group specializes in helping business owners, entrepreneurs, medical practices, law firms, real estate agencies, and high-net-worth individuals. They offer personalized tax strategies to save clients thousands. The firm’s expertise lies in utilizing federal and state tax credits, deductions, and loopholes. They go beyond standard tax preparation, actively seeking tax savings opportunities.
Specialized Services for Various Industries
Medley Financial Services offers in-depth knowledge of law firm accounting and legal tax loopholes for law firms. For medical practices, the firm provides methods to minimize taxes and increase personal wealth. Real estate agencies benefit from specialized services designed to maximize profits and reduce tax burdens. These specialized services reflect the firm’s deep understanding of each industry’s unique financial needs.
Tax Planning for Small Business Owners
Small business owners can benefit greatly from proactive tax planning, rather than simply reacting to tax season. The firm’s Certified Tax Coaches possess the skills to mitigate tax obligations and boost personal and business income. Medley Financial Services constantly studies the tax code to develop new techniques for maximizing tax savings. They provide a comprehensive tax strategy roadmap to reduce your burden and increase wealth.
The Medley Financial Services Approach to Tax Planning
The firm begins by learning about your financial situation through a consultation and questionnaire. Past tax returns are reviewed. Extensive research is conducted, exploring various options to reduce your taxes. Finally, a personalized Tax Strategy is delivered, outlining the plan for minimizing your tax liability and maximizing your financial well-being. Schedule a free consultation to discuss your unique situation.
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.
Tax Strategies for Real Estate Investors & Business Owners
Ana B Garcia, CPA offers expert tax advice designed to save clients money, time, and stress. This company understands the complexities of taxes, particularly for real estate investors and business owners. Personalized guidance and proactive tax-saving strategies are hallmarks of their service.
Comprehensive Tax Planning Services
The firm helps clients navigate the ever-changing tax landscape. This includes maximizing deductions and minimizing tax liabilities. Their goal is to optimize overall tax efficiency and provide peace of mind.
Expertise in Real Estate and Business Tax Planning
Ana B Garcia, CPA provides tax planning and strategies tailored to individual client needs. The company analyzes financial situations to identify opportunities for maximizing deductions and minimizing tax liabilities. This group serves real estate investors, business owners, and high-net-worth individuals.
A Dedicated and Collaborative Team
Ana Garcia, a real estate investor and CPA, leads the team. Years of experience provide a unique blend of industry expertise and a passion for tax planning. The firm strives to be a trusted partner, helping clients save thousands on taxes.
Client-Focused Approach
The firm simplifies taxes through expertise and a personalized approach. They guide clients through complex tax issues, offering clear, actionable advice. The goal is to help clients achieve financial goals, whether it’s business growth, comfortable retirement, or real estate investment. They also help clients avoid costly mistakes by staying updated on tax regulations.
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.