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 Personal (Individual)

106 Tax Strategists found
4.8
(51 reviews)
4.8
(1 reviews)
Dallas
The Law Office of Jason Carr, PLLC offers comprehensive tax law services. They specialize in tax debt relief, audit defense, lien removal, and litigation for individuals and small businesses. Services also include proactive tax reduction strategies and tax preparation, helping clients minimize liabilities and maintain compliance with tax laws….
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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.

5.0
(1 reviews)
5.0
(1 reviews)
Honolulu
Smart Tax & Business Solutions Inc provides personalized financial guidance, including proactive tax planning, reduction strategies, and accounting services. As Certified Tax Coaches and Enrolled Agents, they specialize in minimizing taxes for business owners and high-net-worth individuals, aiming to increase wealth and resolve IRS issues….
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Over a Decade of Personalized Financial Guidance

Smart Tax & Business Solutions Inc has been providing quality, personalized financial guidance to individuals and businesses for over thirteen years. This firm offers expertise ranging from basic tax management and accounting services to more in-depth services such as financial statements and tax planning. Their goal is to help clients manage money better, conquer financial obstacles, and keep businesses moving forward.

The firm emphasizes a personalized proactive tax strategy designed to identify mistakes and missed opportunities that may be costing thousands of dollars annually. They can then craft a plan to resolve these issues. Smart Tax & Business Solutions Inc also assists with IRS tax problems, with their Enrolled Agent team ready to help resolve any issue, big or small.

Comprehensive Tax Planning and Reduction Services

Smart Tax & Business Solutions Inc offers comprehensive tax reduction and planning services for individuals and business owners. They are confident in uncovering “hidden” deductions, noting that many clients miss out on numerous tax allowances. As Certified Tax Coaches (CTC), this group provides proactive, strategic tax planning that extends beyond traditional accounting and CPA services.

This Honolulu-based Enrolled Agent team is trained in high-level, proactive strategies that save clients thousands in taxes every year, often resulting in a reduced tax rate. Beyond planning, the firm handles tax return preparation, ensuring accurate and compliant returns based on plans that reduce tax burdens and stress. They aim to reduce clients’ tax burden through a comprehensive strategy that keeps more money in their pockets while adhering to state and federal tax laws.

Specialized Expertise for High Net Worth Clients

Smart Tax & Business Solutions Inc is dedicated to maximizing tax savings for its clients. As Certified Tax Coaches with specialized training in high net worth tax planning, their Honolulu, HI Enrolled Agent possesses years of experience crafting personal tax solutions. The firm’s tax services are particularly suited for individuals making $250,000 or more.

This company typically works with business owners, entrepreneurs, doctors, dentists, and high net worth individuals. For business owners and entrepreneurs, they demonstrate how to leverage legal tax loopholes and deductions to dramatically reduce taxes. Doctors and dentists benefit from proven methods for minimizing taxes to increase personal wealth. High net worth individuals are empowered to decrease taxable income, minimize audit risk, and achieve long-term financial goals.

The Strategic Tax Planning Process

The process at Smart Tax & Business Solutions Inc delivers a clear roadmap to tax reduction. It begins by scheduling a discussion about the client’s financial situation. Next, clients complete a brief questionnaire and provide necessary documentation to allow the firm to see the full scope of their finances.

After thoroughly exploring every available avenue to save money on taxes, the firm delivers a customized tax strategy and helps with its implementation. This detailed process typically takes about two weeks, during which the firm evaluates all information and considers various techniques for reducing taxable revenue and income. A follow-up call is scheduled to answer any questions or concerns, ensuring the plan is clearly understood and put into motion with dependable financial guidance.

A Proactive Philosophy for Maximizing Tax Savings

According to the U.S. Government Accountability Office (GAO), American taxpayers collectively overpay about one billion dollars each year. Smart Tax & Business Solutions Inc helps clients conquer complex tax forms and ever-changing regulations to find real tax savings. As Certified Tax Coaches, their methods are legal, ethical, and designed to save thousands of dollars.

The firm helps clients examine how they make money, noting that U.S. tax laws often favor income from business and investments over earned salaries. They also diligently monitor numerous tax law revisions and changes to the U.S. tax code each year, ensuring clients stay ahead and avoid surprises. This group teaches clients to leverage legal tax loopholes in an ethical and sustainable way, working with the IRS rather than against them. Crucially, they advocate for a proactive approach, emphasizing that putting a tax strategy in place throughout the year, rather than waiting until April, is essential for maximizing savings.

5.0
(3 reviews)
Santa Rosa
Denegri & Associates is a Sonoma County CPA firm specializing in comprehensive accounting services for small businesses and tax solutions for individuals and business owners. They offer proactive tax planning, preparation, IRS problem resolution, and business consultations, with expertise as Certified Tax Coaches….
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Your Trusted Sonoma County Tax & Accounting Partner
Denegri & Associates is a Sonoma County CPA specializing in accounting services for small businesses, and tax services for individuals and business owners. This local firm assists many businesses with a variety of accounting and tax services, including business consultations and proactive tax planning. Their services aim to simplify the business owner’s role, allowing more time to focus on growth.

The firm understands that each individual and business is unique, taking the time to get to know clients. With experience in industries like retail, professional, legal, consumer, and nonprofits, this group customizes services to meet specific industry challenges and needs. The goal is to offer trustworthy tax services and creative accounting solutions, building long-lasting client relationships.

Comprehensive Tax Planning and Preparation
Denegri & Associates is a trusted resource for comprehensive tax services. When handling tax planning and preparation, the strategies developed by this company consider the most current tax laws and regulations. This ensures clients receive every possible deduction and incentive, helping them keep more of their hard-earned money.

This company boasts years of experience providing small business owners and individuals with proactive tax planning and accurate tax preparation. The firm aims to become a year-after-year tax advisor, building lasting relationships by consistently maximizing tax deductions. Clients can trust them to help keep more money in their pockets.

At this Sonoma County CPA firm, clients are understood, and a tax strategy is crafted to fit each unique situation. For small business owners, the focus is on tax-efficient revenue management to increase profits and value, ensuring compliance and preventing overpayment. Individuals receive assistance in gaining a clear financial picture and preserving their income. All clients are kept informed of federal and state tax obligations to save money and avoid IRS issues.

Specialized Tax Expertise and Services
Denegri & Associates holds the special designation of Certified Tax Coach (CTC). This signifies an expert in tax planning strategies, capable of identifying tax credits, deductions, and loopholes that average CPAs, accountants, or Enrolled Agents might overlook.

The firm offers strategic tax planning for small businesses and individuals, including alternative minimum tax planning and multi-state tax planning. Other specialized services include business succession planning, trust and estate planning, and tax planning for nonprofit organizations.

This group also provides precise business tax preparation, staying current on tax laws to help businesses save money. For individuals, personalized income tax preparation is offered as a friendly, local alternative to impersonal online software, focusing on maximizing refunds. Furthermore, the company acts as a reliable tax advisor for implementing comprehensive tax planning strategies, aiming for the lowest possible tax burden within state and federal laws. Should tax issues like liens, back taxes, or wage garnishment arise, the firm assists by communicating directly with the IRS to find practical resolutions.

Connect with Denegri & Associates
For legal and effective tax planning and preparation, contact this Sonoma County CPA firm. New clients are always welcomed with a free consultation. Call 707-546-1484 to learn how they can help decrease your tax obligations.

5.0
(7 reviews)
5.0
(1 reviews)
Chickamauga
Arrow Exchange Tax Solutions provides comprehensive, proactive tax planning for individuals and businesses. Certified Tax Planners specialize in custom strategies to significantly reduce tax liabilities and maximize savings. They go beyond preparation, ensuring clients stay compliant and financially secure by staying current on tax regulations….
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Elevating Your Tax Strategy

Arrow Exchange Tax Solutions specializes in comprehensive tax planning strategies designed to maximize savings and minimize liabilities. This firm focuses on reducing taxes, going beyond mere tax preparation. As Certified Tax Planners, the team tailors services to meet unique financial situations, ensuring every available deduction and credit is utilized. By proactively planning your taxes, this group helps clients keep more of their hard-earned money, allowing them to invest in their future with confidence.

Comprehensive Tax Planning for Individuals and Businesses

This group provides full-service tax preparation and planning for individuals, small businesses, and corporations. Their mission is to build a stronger, more financially secure community through comprehensive tax planning. They also offer other business services, with expertise in preparing clients for current and future tax years. Whether you are an individual or a business, customized tax solutions are available to support you.

The Value of Proactive Tax Planning

For Businesses: Proactive planning helps businesses thrive by navigating complex tax laws, including impacts from acts like the CARES Act, Tax Cuts and Jobs Act, and Inflation Reduction Act. Arrow Exchange reviews books and guides businesses in lowering liabilities and minimizing adverse tax exposure. They specialize in creating individualized tax strategies for small and medium-sized businesses, leveraging elections allowed by entity type. Your business deserves a professional who can provide such guidance.

For Retirees: Critical tax blunders often occur around retirement or death, making planning crucial during these transitional years. Decisions made even one year prior to retirement can significantly impact investment longevity and income levels. Approaching retirement with a tax-focused planner’s advice can make a substantial difference in financial well-being.

For Individuals: Individuals with multiple revenue streams from real estate, 1099s, K-1s, royalties, and investments benefit from forward-looking planning. Arrow Exchange employs complex strategies and explains solutions that lead to savings. What sets this company apart is its tax-focused planning; if they don’t save you money on taxes, they offer a full refund based on their plan agreement with you.

A Proactive and Responsive Partnership

Tax planning must be proactive rather than reactive; the firm sets tax reduction strategies into motion throughout the year to manage liabilities and bring tax savings. Unlike some professionals, they maintain continuous contact, guiding clients through financial decisions that may incur tax consequences and avoiding surprises at tax time. Arrow Exchange proactively scours the tax code for every deduction, break, and incentive to legally reduce taxes and bring higher savings.

This group stays on top of tax regulations, ensuring clients benefit from any revisions to federal or state tax legislation and never overpay. Their process is designed to ensure a seamless tax planning experience, reflecting their commitment to providing the best service from the start. Clients are their top priority, and they always strive to provide the best tax results.

Specialized Expertise and Client-Centered Service

As Certified Tax Planners with advanced training from the American Institute of Certified Tax Planners (AICTP), the team at Arrow Exchange Tax Solutions is equipped with specialized skills to lower taxes. This education means they can mitigate tax obligations, boost personal income, and increase profitability for businesses. Their tax plans are customized to individual circumstances, as they constantly study the tax code for industry-exclusive advantages.

Arrow Exchange Tax Solutions strives to build a longstanding relationship as your trusted tax advisor. With 16 years of experience and education, they deliver valuable and meaningful consultations from the very first interaction. This company provides a holistic approach to financial well-being, ensuring your tax liability and elections are accurate, thorough, and aligned with your financial goals.

NI TAX & ACCOUNTING provides full-service accounting, tax, and QuickBooks solutions in Orange County, Southern California. They serve small businesses, partnerships, non-profits, and individuals, offering tax planning, recordkeeping, and financial guidance. Their goal is to optimize financial success and minimize tax liabilities for their diverse clientele….
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Serving Orange County’s Diverse Needs
NI TAX & ACCOUNTING is a full-service accounting firm dedicated to serving Orange County in Southern California. Located in Irvine, this company prides itself on providing quality QuickBooks, accounting, and tax services. The firm assists a diverse clientele including small businesses, partnerships, non-profit organizations, and individuals.

Its client base spans local real estate developers, law offices, professional service businesses, restaurants, online retail sellers, and retail shopkeepers. This group is committed to its clients’ financial well-being.

A Proactive Approach to Financial Success
Whether you are an individual or a business owner, taxes are an unavoidable part of life. NI TAX & ACCOUNTING’s dedicated team of tax and accounting professionals aims to make this one less thing to worry about for its clients.

If you seek a cost-effective solution for managing your finances or need an accurate financial picture for informed future decisions, this firm can help. Making financial success a priority, this company works to ensure your tax bill is not unnecessarily high.

Strategic Tax Planning for a Secure Future
There is more to tax preparation than merely filling out forms at tax time; it involves understanding client needs and planning for a secure future. This company makes financial success a priority for all its clients.

The firm helps clients by carefully analyzing their tax situations to ensure every deserved tax credit and deduction is utilized. They assist in setting up recordkeeping systems that meet IRS requirements. Additionally, this group works with clients all year long, not just during tax season, to develop effective tax planning strategies aimed at lowering tax bills.

This includes reviewing and adjusting paycheck withholding to accurately reflect tax situations, allowing clients to keep more of their money. The firm also helps clients understand how to defer tax liabilities through pension plans, retirement contributions, and similar strategies. Furthermore, they guide clients on how to take advantage of certain investments to produce tax-exempt income, whether federal, state, or both.

4.8
(78 reviews)
4.8
(1 reviews)
Sacramento
Bulletproof Tax & Accounting Firm specializes in proactive tax planning, preparation, accounting, and bookkeeping. As Certified Tax Coaches, they help successful business owners, entrepreneurs, and high-net-worth individuals throughout the USA legally reduce tax obligations, identify credits, and uncover deductions to save thousands annually through personalized strategies….
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Specialized Tax Planning for High-Income Earners
Bulletproof Tax & Accounting Firm leverages its unparalleled training as a Certified Tax Coach to help successful small business owners, entrepreneurs, doctors, and professional athletes save thousands of dollars annually. The firm excels at identifying special tax credits, uncovering hidden deductions, and utilizing little-known loopholes to significantly reduce tax obligations. This group’s methods are legal, ethical, and designed to be incredibly effective for individuals earning over $250,000 per year.

A Proactive and Comprehensive Approach
This company examines finances to design proactive Tax Strategies, aiming to reduce overall tax burdens. Bulletproof Tax & Accounting Firm works year-round on tax plans and prepares Federal and State tax returns for individuals and small business owners across the USA. Beyond tax services, the firm also handles accounting and bookkeeping needs for startups and small businesses. Tax planning and preparation are its dedicated vocation, not a seasonal activity.

Beyond Preparation: Certified Tax Coaching
With over 15 years of tax experience and in-depth training, the firm focuses on ensuring the best financial outcomes for its clients. Bulletproof Tax & Accounting Firm’s tax specialists and accounting experts prioritize helping clients retain more profits and income. Unlike standard tax preparers, this firm’s expertise comes from its high level of education in proactive tax planning techniques as Certified Tax Coaches. This specialized training allows them to create personalized strategies that uncover significant tax savings.

Tailored Strategies for Maximizing Savings
Proactive planning is essential for managing tax liabilities; waiting until tax season is not enough. The firm’s advanced education ensures the skills to mitigate tax obligations, boost personal income, and increase business profitability. They stay current on tax codes, consistently developing new techniques to save clients money through every legal means available. The process involves a consultation and information gathering, followed by extensive research to deliver a personalized Tax Strategy.

Who Bulletproof Tax & Accounting Firm Serves
Bulletproof Tax & Accounting Firm specializes in creating personal tax solutions for business owners and high net worth individuals. This company serves clients throughout the 50 United States from its Sacramento, CA base, dedicated to maximizing tax savings. The firm’s services are best suited for individuals with an annual income of $250,000 or greater. This includes business owners and entrepreneurs, doctors and dentists, and high net worth individuals, all seeking to reduce taxable income and achieve long-term financial goals.

Ethical Tax Reduction and Year-Round Support
American taxpayers often overpay taxes, and Bulletproof Tax & Accounting Firm guides clients through tax codes to uncover real savings. Their methods are legal, ethical, and focus on leveraging legitimate tax loopholes, while also advising on income structuring to minimize obligations. This group continuously monitors tax code changes to keep clients ahead of new regulations and avoid surprises. The firm aims to build long-standing relationships, constantly revising tax strategies as laws change to ensure ongoing compliance and optimal savings.

4.9
(85 reviews)
4.9
(1 reviews)
Plainfield
Jevic CPA Tax Solutions, LLC offers personalized accounting and proactive tax strategies for small businesses and individuals. As Certified Tax Coaches, they specialize in comprehensive tax planning, including international tax services, to reduce tax liability and maximize after-tax income through effective, legal methods….
read more...

Tailored Financial Solutions for Small Businesses
Jevic CPA Tax Solutions, LLC provides accounting and tax strategies specifically designed for small businesses. Understanding that each small business has unique goals and challenges, the firm avoids generic accounting solutions. As a CPA firm, this group becomes a true partner, investing time to learn about your business, assess its needs, and develop a personalized package of accounting services and tax planning techniques.

This company is a valuable asset to small business owners, offering the capabilities and professionalism of a large CPA firm combined with the responsiveness of a smaller practice. They consistently provide dependable financial advice and are dedicated to ensuring the best customer experience for every client.

Proactive Tax Planning for Businesses and Individuals
When it comes to tax planning, Jevic CPA Tax Solutions, LLC prioritizes its clients’ best interests. The firm diligently stays well-versed in the newest tax legislation. This commitment ensures that clients never pay more than their legal tax obligation, employing reliable, legal, and effective tax strategies for new businesses, small businesses, and individual taxpayers.

Recognizing a constantly evolving tax environment, this group emphasizes proactive, not reactive, tax planning. They work with clients throughout the year to develop and refine tax plans. For new businesses, they identify optimal structures for maximum tax savings and quicker profitability, while for established businesses, they analyze finances to control tax exposure, pinpointing available deductions, tax credits, and strategies to limit tax burdens as businesses grow. Individual taxpayers also receive recommendations to maximize after-tax income.

Specialized International Tax Services
Jevic CPA Tax Solutions, LLC specializes in finding effective ways to curb tax liability for multi-national companies and American citizens working overseas. As an experienced international tax CPA firm, they are well-versed in current tax laws and their implications for cross-border business and expatriates. The firm takes time to understand each business and carefully assess tax obligations, ensuring clients pay only what is actually owed.

For individuals working abroad, this company handles all tax planning and preparation needs. They clarify complicated international tax laws, ensuring compliance with Federal and State tax regulations. With their assistance, clients can avoid penalties and practices that might trigger an audit.

Expert Tax Reduction with a Certified Tax Coach
American taxpayers collectively overpay about one billion dollars each year, according to the United States Government Accountability Office (GAO). If high taxes have been a concern, Jevic CPA Tax Solutions, LLC offers guidance to conquer confusing forms and ever-changing tax codes for real savings. This Chicago, IL CPA firm, operating as a Certified Tax Coach, specializes in reducing taxes for successful small business owners and entrepreneurs.

As a Certified Tax Coach specializing in minimizing taxes, the firm’s methods are legal, ethical, and designed to save clients thousands of dollars. They help clients understand how their money is made, noting that U.S. tax laws often favor income from business and investments over earned salaries. One key method is to strategically reduce what the government perceives as taxable income.

This group diligently monitors the numerous tax law revisions and changes added to the U.S. tax code annually. By understanding the impact of these updates, they help clients stay ahead and avoid surprises at tax time. Furthermore, they guide clients to work with the IRS, not against them, by leveraging perfectly legal tax loopholes, ensuring ethical and sustainable tax savings without issues.

The firm emphasizes that waiting until April for tax planning is ineffective. To maximize tax savings, a proactive, year-long tax strategy is essential. Jevic CPA Tax Solutions, LLC can create a personalized Tax Strategy designed to provide immediate benefits.

Why Choose a Certified Tax Coach
Many CPAs and accountants primarily focus on compliance and may not be deeply educated in proactive tax planning strategies. They might miss opportunities to dig into the tax code for the savings clients deserve. For small business owners or individuals earning $250,000 or more annually, partnering with a more qualified tax professional, specifically a Certified Tax Coach, can lead to a better tax return.

The United States tax code is over 67,000 pages long and constantly updated with new revisions and legislation. Without dedicated expertise, identifying the best tax reduction strategies within this complex framework is challenging.

The specialized training Jevic CPA Tax Solutions, LLC possesses as a Certified Tax Coach enables them to identify and rescue thousands of dollars in unnecessary taxes annually. This firm has the ability to uncover tax credits and deductions that an average CPA, accountant, or even an Enrolled Agent might easily miss. They know how to leverage legal and ethical tax loopholes to bring the highest possible tax savings to their clients.

When clients engage with this firm, they receive education on how to reduce their tax burden in an easy-to-understand manner. Jevic CPA Tax Solutions, LLC explains necessary actions and their rationale, guiding clients on practical steps they can take immediately to begin reducing their taxes.

4.9
(85 reviews)
4.9
(1 reviews)
Jevic CPA Tax Solutions, LLC offers personalized accounting and proactive tax strategies for small businesses and individuals. As Certified Tax Coaches, they specialize in comprehensive tax planning, including international tax services, to reduce tax liability and maximize after-tax income through effective, legal methods….
read more...

Tailored Financial Solutions for Small Businesses
Jevic CPA Tax Solutions, LLC provides accounting and tax strategies specifically designed for small businesses. Understanding that each small business has unique goals and challenges, the firm avoids generic accounting solutions. As a CPA firm, this group becomes a true partner, investing time to learn about your business, assess its needs, and develop a personalized package of accounting services and tax planning techniques.

This company is a valuable asset to small business owners, offering the capabilities and professionalism of a large CPA firm combined with the responsiveness of a smaller practice. They consistently provide dependable financial advice and are dedicated to ensuring the best customer experience for every client.

Proactive Tax Planning for Businesses and Individuals
When it comes to tax planning, Jevic CPA Tax Solutions, LLC prioritizes its clients’ best interests. The firm diligently stays well-versed in the newest tax legislation. This commitment ensures that clients never pay more than their legal tax obligation, employing reliable, legal, and effective tax strategies for new businesses, small businesses, and individual taxpayers.

Recognizing a constantly evolving tax environment, this group emphasizes proactive, not reactive, tax planning. They work with clients throughout the year to develop and refine tax plans. For new businesses, they identify optimal structures for maximum tax savings and quicker profitability, while for established businesses, they analyze finances to control tax exposure, pinpointing available deductions, tax credits, and strategies to limit tax burdens as businesses grow. Individual taxpayers also receive recommendations to maximize after-tax income.

Specialized International Tax Services
Jevic CPA Tax Solutions, LLC specializes in finding effective ways to curb tax liability for multi-national companies and American citizens working overseas. As an experienced international tax CPA firm, they are well-versed in current tax laws and their implications for cross-border business and expatriates. The firm takes time to understand each business and carefully assess tax obligations, ensuring clients pay only what is actually owed.

For individuals working abroad, this company handles all tax planning and preparation needs. They clarify complicated international tax laws, ensuring compliance with Federal and State tax regulations. With their assistance, clients can avoid penalties and practices that might trigger an audit.

Expert Tax Reduction with a Certified Tax Coach
American taxpayers collectively overpay about one billion dollars each year, according to the United States Government Accountability Office (GAO). If high taxes have been a concern, Jevic CPA Tax Solutions, LLC offers guidance to conquer confusing forms and ever-changing tax codes for real savings. This Chicago, IL CPA firm, operating as a Certified Tax Coach, specializes in reducing taxes for successful small business owners and entrepreneurs.

As a Certified Tax Coach specializing in minimizing taxes, the firm’s methods are legal, ethical, and designed to save clients thousands of dollars. They help clients understand how their money is made, noting that U.S. tax laws often favor income from business and investments over earned salaries. One key method is to strategically reduce what the government perceives as taxable income.

This group diligently monitors the numerous tax law revisions and changes added to the U.S. tax code annually. By understanding the impact of these updates, they help clients stay ahead and avoid surprises at tax time. Furthermore, they guide clients to work with the IRS, not against them, by leveraging perfectly legal tax loopholes, ensuring ethical and sustainable tax savings without issues.

The firm emphasizes that waiting until April for tax planning is ineffective. To maximize tax savings, a proactive, year-long tax strategy is essential. Jevic CPA Tax Solutions, LLC can create a personalized Tax Strategy designed to provide immediate benefits.

Why Choose a Certified Tax Coach
Many CPAs and accountants primarily focus on compliance and may not be deeply educated in proactive tax planning strategies. They might miss opportunities to dig into the tax code for the savings clients deserve. For small business owners or individuals earning $250,000 or more annually, partnering with a more qualified tax professional, specifically a Certified Tax Coach, can lead to a better tax return.

The United States tax code is over 67,000 pages long and constantly updated with new revisions and legislation. Without dedicated expertise, identifying the best tax reduction strategies within this complex framework is challenging.

The specialized training Jevic CPA Tax Solutions, LLC possesses as a Certified Tax Coach enables them to identify and rescue thousands of dollars in unnecessary taxes annually. This firm has the ability to uncover tax credits and deductions that an average CPA, accountant, or even an Enrolled Agent might easily miss. They know how to leverage legal and ethical tax loopholes to bring the highest possible tax savings to their clients.

When clients engage with this firm, they receive education on how to reduce their tax burden in an easy-to-understand manner. Jevic CPA Tax Solutions, LLC explains necessary actions and their rationale, guiding clients on practical steps they can take immediately to begin reducing their taxes.

4.9
(85 reviews)
4.9
(1 reviews)
Jevic CPA Tax Solutions, LLC offers personalized accounting and proactive tax strategies for small businesses and individuals. As Certified Tax Coaches, they specialize in comprehensive tax planning, including international tax services, to reduce tax liability and maximize after-tax income through effective, legal methods….
read more...

Tailored Financial Solutions for Small Businesses
Jevic CPA Tax Solutions, LLC provides accounting and tax strategies specifically designed for small businesses. Understanding that each small business has unique goals and challenges, the firm avoids generic accounting solutions. As a CPA firm, this group becomes a true partner, investing time to learn about your business, assess its needs, and develop a personalized package of accounting services and tax planning techniques.

This company is a valuable asset to small business owners, offering the capabilities and professionalism of a large CPA firm combined with the responsiveness of a smaller practice. They consistently provide dependable financial advice and are dedicated to ensuring the best customer experience for every client.

Proactive Tax Planning for Businesses and Individuals
When it comes to tax planning, Jevic CPA Tax Solutions, LLC prioritizes its clients’ best interests. The firm diligently stays well-versed in the newest tax legislation. This commitment ensures that clients never pay more than their legal tax obligation, employing reliable, legal, and effective tax strategies for new businesses, small businesses, and individual taxpayers.

Recognizing a constantly evolving tax environment, this group emphasizes proactive, not reactive, tax planning. They work with clients throughout the year to develop and refine tax plans. For new businesses, they identify optimal structures for maximum tax savings and quicker profitability, while for established businesses, they analyze finances to control tax exposure, pinpointing available deductions, tax credits, and strategies to limit tax burdens as businesses grow. Individual taxpayers also receive recommendations to maximize after-tax income.

Specialized International Tax Services
Jevic CPA Tax Solutions, LLC specializes in finding effective ways to curb tax liability for multi-national companies and American citizens working overseas. As an experienced international tax CPA firm, they are well-versed in current tax laws and their implications for cross-border business and expatriates. The firm takes time to understand each business and carefully assess tax obligations, ensuring clients pay only what is actually owed.

For individuals working abroad, this company handles all tax planning and preparation needs. They clarify complicated international tax laws, ensuring compliance with Federal and State tax regulations. With their assistance, clients can avoid penalties and practices that might trigger an audit.

Expert Tax Reduction with a Certified Tax Coach
American taxpayers collectively overpay about one billion dollars each year, according to the United States Government Accountability Office (GAO). If high taxes have been a concern, Jevic CPA Tax Solutions, LLC offers guidance to conquer confusing forms and ever-changing tax codes for real savings. This Chicago, IL CPA firm, operating as a Certified Tax Coach, specializes in reducing taxes for successful small business owners and entrepreneurs.

As a Certified Tax Coach specializing in minimizing taxes, the firm’s methods are legal, ethical, and designed to save clients thousands of dollars. They help clients understand how their money is made, noting that U.S. tax laws often favor income from business and investments over earned salaries. One key method is to strategically reduce what the government perceives as taxable income.

This group diligently monitors the numerous tax law revisions and changes added to the U.S. tax code annually. By understanding the impact of these updates, they help clients stay ahead and avoid surprises at tax time. Furthermore, they guide clients to work with the IRS, not against them, by leveraging perfectly legal tax loopholes, ensuring ethical and sustainable tax savings without issues.

The firm emphasizes that waiting until April for tax planning is ineffective. To maximize tax savings, a proactive, year-long tax strategy is essential. Jevic CPA Tax Solutions, LLC can create a personalized Tax Strategy designed to provide immediate benefits.

Why Choose a Certified Tax Coach
Many CPAs and accountants primarily focus on compliance and may not be deeply educated in proactive tax planning strategies. They might miss opportunities to dig into the tax code for the savings clients deserve. For small business owners or individuals earning $250,000 or more annually, partnering with a more qualified tax professional, specifically a Certified Tax Coach, can lead to a better tax return.

The United States tax code is over 67,000 pages long and constantly updated with new revisions and legislation. Without dedicated expertise, identifying the best tax reduction strategies within this complex framework is challenging.

The specialized training Jevic CPA Tax Solutions, LLC possesses as a Certified Tax Coach enables them to identify and rescue thousands of dollars in unnecessary taxes annually. This firm has the ability to uncover tax credits and deductions that an average CPA, accountant, or even an Enrolled Agent might easily miss. They know how to leverage legal and ethical tax loopholes to bring the highest possible tax savings to their clients.

When clients engage with this firm, they receive education on how to reduce their tax burden in an easy-to-understand manner. Jevic CPA Tax Solutions, LLC explains necessary actions and their rationale, guiding clients on practical steps they can take immediately to begin reducing their taxes.

Heather L Denehy CPA PC is a full-service accounting firm in Northeastern Massachusetts. Serving individuals and small businesses, they provide expert tax preparation, proactive tax planning, accounting, and financial consulting services. Their offerings include incorporation services and QuickBooks accounting, focusing on minimizing tax liability and fostering client financial success….
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A Full-Service Approach to Financial Success
Heather L Denehy CPA PC is a full-service Accounting firm, addressing the tax, accounting, and consulting needs of individuals and small businesses across Northeastern Massachusetts. This company aims to achieve a perfect balance between small, local, attentive service and professional experience and expertise.

The firm believes that active listening forms the bedrock of a lasting client relationship, built on trust and respect. Its primary goal is to provide financial leadership, guidance, and actionable advice designed to help clients grow their businesses and achieve greater success.

Extensive Experience and Dedicated Client Support
With over 30 years of exclusive experience serving small businesses and individuals, this group has successfully guided small and mid-sized businesses to grow and thrive. They achieve this by helping clients make sound decisions and avoid costly mistakes. For individual clients, the focus is on minimizing tax liability, building wealth, and planning for a secure financial future.

Heather L Denehy CPA PC extends a confidential consultation to new clients located throughout Northeastern Massachusetts.

Comprehensive Accounting and Tax Planning Services
Featured accounting services offered by the firm include Financial Consulting, Incorporation Services, QuickBooks Accounting, and Small Business Accounting. They also specialize in Tax Planning Services and Tax Preparation Services.

As your CPA firm, Heather L Denehy CPA PC consistently prioritizes clients’ best interests in tax planning. The firm remains well-versed in the newest tax legislation, ensuring clients never pay more than their legal obligation. Their hard-hitting tax strategies are reliable, legal, and effective for new businesses, small businesses, and individual taxpayers.

Proactive and Strategic Tax Planning
In today’s ever-evolving tax environment, the firm advocates for proactive rather than reactive tax planning. They collaborate with clients year-round to develop and refine personalized tax plans. For new businesses, the firm identifies optimal structures for maximum tax savings and quicker profitability.

For established businesses, this group analyzes finances to control tax exposure, identify available deductions and tax credits, and limit tax burdens as the business expands. Individuals receive recommendations on various techniques to maximize after-tax income, putting more cash into their wallets. Specific services include minimizing taxes for small businesses, income tax planning for individuals, alternative minimum tax planning, multi-state tax compliance, and succession planning.

Trusted Tax Coaching Expertise
Certified Tax Coaches at Heather L Denehy CPA PC are dedicated to saving taxpayers money through proactive planning. When clients work with a tax coach, they can be confident that their best interests are always paramount in recommendations to lower their tax burden. The methods employed are legal and effective, as the coaches are bound by their Code of Ethics as Certified Tax Coaches.

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