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 Real Estate Investors
20 Tax Strategists found
A Proactive Approach to Your Financial Success
Anomaly CPA offers virtual CPA services and innovative tax strategies to unlock your business potential. This company provides customized solutions to take control of your finances and propel your business forward. Their approach emphasizes maximizing your potential through strategic tax planning, going beyond simple research and planning to include implementation tools and resources. The firm is dedicated to helping you make the most of every tax opportunity.
Comprehensive Tax Planning Services
This group offers year-round tax strategy and implementation, deviating from the norm. They maximize every dollar with strategic tax planning, recognizing the importance of each dollar for entrepreneurs. Anomaly CPA’s robust network of professionals specializing in business, investing, and law ensures comprehensive service. If a strategy cannot be implemented internally, they quarterback execution with trusted external partners.
Tailored Solutions for Proactive Financial Management
The firm provides tailored tax solutions for proactive financial management. They empower clients to control their tax journey through a comprehensive review and planning process. Anomaly CPA’s team delivers high-impact, proactive tax strategies customized to your unique situation. Their approach includes identifying, implementing, and reporting actionable tax strategies.
Exceptional ROI and a Satisfaction Guarantee
Anomaly CPA boasts an award-winning tax planning and advisory team. This team leverages every available tax strategy to minimize your tax liability. The firm views your annual tax return as a report card for plan execution. Their Advanced Tax Strategy Advisory has delivered an average client ROI of 250%+ based on IRS-filed results across various industries.
Ideal Clients and Core Responsibilities
Business owners, real estate investors, high-growth startups, and high-net-worth individuals will benefit from this company’s tax planning services. A tax strategist at Anomaly CPA begins with a comprehensive financial review. They identify tax-saving opportunities, develop and implement tailored strategies, and monitor and adjust the plan as needed. Accurate and strategic tax reporting is a core responsibility, as is educating clients and maintaining open communication.
Frequently Asked Questions
Anomaly CPA’s unique approach integrates year-round strategic planning and implementation, maximizing every tax opportunity. Their services benefit business owners with consistent profits, real estate investors, high-growth startups, and high-net-worth individuals. Clients experience an average ROI of 250%, backed by a satisfaction guarantee. Tax strategy services start with a $4000 investment and an ongoing subscription of $400/month.
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.
A Proactive Approach to Your Financial Success
Wave Tax & Financial Solutions helps businesses discover the power of having the right financial information. This company helps businesses avoid financial problems before they become major issues. The firm also helps identify opportunities for rapid growth that may otherwise be missed. This group focuses on what is possible when you have expert financial guidance, not just what’s currently in the bank.
Comprehensive Tax Planning Services
The firm offers expert tax preparation and planning services. Wave Tax & Financial Solutions helps clients navigate their tax options. This company’s tax professionals master the nuances of tax law and stay updated on changes affecting tax returns. This group’s planning aims for valuable tax savings and increased income.
Minimizing Your Tax Burden
Wave Tax & Financial Solutions helps clients pay the least amount of taxes legally allowed. The firm helps clients minimize their tax burden through strategic planning. The company’s proprietary plan minimizes IRS liability. This approach involves implementing tax savings strategies throughout the year.
Strategic Tax-Saving Strategies
Wave Tax & Financial Solutions offers numerous strategies to reduce your tax burden. These strategies include shifting income and expenses to different years, using various investment options to defer or avoid tax liability, and increasing deductions. The company also helps clients move income to lower tax brackets and understand estate tax planning. These strategies help clients keep more of their earnings and maximize giving potential.
Client Benefits
When you become a client of Wave Tax & Financial Solutions, you receive a tax planning service that pays for itself. Most clients experience tax burden relief, save time, and gain peace of mind. This company helps clients benefit from asset growth, reduce taxes on investments, and plan for retirement strategically. The firm helps ensure that families keep more of what they earn.
Real Solutions for Businesses
Hundley Advisors LLC provides timely and reliable advice and services to help your business thrive, encompassing business advisory services and tax planning. This company offers solutions to improve profitability, reduce taxes, accelerate business growth, and improve cash flow management.
Comprehensive Tax Planning Services
This group is comprised of seasoned professionals with extensive experience offering a comprehensive range of services tailored to business owners, executives, and independent professionals. Hundley Advisors LLC goes beyond basic tax services; they act as accountants, business advisors, and certified tax coaches. The firm helps clients keep more revenue by creating strategies to increase financial growth and reduce taxes.
Minimizing Your Tax Burden
The firm’s tax professionals focus on mastering tax law nuances and complex tax codes, staying updated on changes affecting your returns. They believe planning is key to valuable tax savings and help clients plan for greater income through year-round tax savings strategies. This results in clients paying the least amount of taxes allowable by law.
Strategic Tax Savings
Hundley Advisors LLC offers several strategies to minimize tax liability, including shifting income and expenses between years, deferring tax liability through investments, and increasing tax deductions. Other strategies include moving income into lower tax brackets, avoiding tax liability through investment options, and understanding estate taxes and planning.
Proven Results and Client Success
The firm’s approach focuses on more than just historical tax review; they analyze all aspects of your finances, from accounting structure to advanced business planning. This allows for the creation of plans that minimize taxes and maximize financial growth. In one case, the firm helped a client recover over $150,000 in overpaid taxes.
1031 Exchanges and Property Sales
For those selling business property and purchasing a new one, Hundley Advisors LLC can help determine the suitability of a 1031 exchange to avoid high tax bills. They facilitate the establishment of the exchange, emphasizing the importance of consultation before contract signing. Even without property sales, this company helps minimize your IRS bill.
Proactive Tax Reduction Strategies for Business
The money you make is one thing, but the money you keep is another. To save you from overpaying, tax planning must be proactive and continuously adapted for changes throughout the year. This company’s services focus on proactive tax reduction.
Tax Planning & Advisory Services
This group offers tax planning and advisory services to help clients navigate the complexities of the tax landscape. The firm helps clients reduce tax liabilities, cut expenses, and upgrade accounting efficiencies. This leads to a more profitable and growth-ready business.
Our Approach to Tax Planning
Noble Pacific Tax Group offers innovative solutions to skillfully manage your money. Through regular communication and involvement in your financial functions, the firm identifies the best accounting solutions and tax strategies to improve business performance. The firm prioritizes its clients’ financial welfare.
Expertise for High-Net-Worth Individuals and Businesses
This company is a good choice for businesses, entertainment accounting, rental real estate investors, and those needing help simplifying complex financial challenges. As a boutique firm, this group prides itself on offering knowledge and a personal touch. The firm’s typical client desires highly skilled professional attention.
Tax Reduction Planning and Strategies
Are you netting $400,000+ in your business and tired of bad tax news? If you are getting crushed on taxes, you need hard-hitting tax strategies. The firm employs Certified Tax Planners with unique skills, education, and experience. They find tax loopholes, bringing clients savings at year-end. Tax advisory services are also offered for those with a net income of $100,000 or more.
Personalized Tax Plans and Strategies
Noble Pacific Tax Group develops comprehensive plans based on extensive analysis. The firm helps clients navigate complex tax laws, optimize tax-saving opportunities, and ensure compliance. This includes analyzing financial situations to ensure clients pay the least amount of taxes. Tax planning is an essential part of any financial plan.
Advanced Tax Reduction Strategies
Certified Tax Planners utilize over 400 advanced tax strategies to reduce taxes. These include entity selection, investment strategies, income and expense shifting strategies, passive loss strategies, real estate tax strategies, and legal strategies to lower tax bills. The firm proactively manages liabilities and brings tax savings at year-end. The group stays in touch with clients to guide them through financial decisions that could incur tax consequences.
A Proactive Approach to Your Financial Success
Clear View Business Solutions offers expert guidance to help businesses thrive. This company understands the challenges of navigating the U.S. tax code and aims to simplify the process for its clients. They provide a clear view of business prosperity and the path to achieve it, helping clients keep more of what they earn. Download their “Business Owner’s Essential Guide to Tax Deductions” to learn more.
Comprehensive Tax Planning Services
The firm provides comprehensive tax planning for both individuals and businesses. Their services focus on maximizing deductions and minimizing stress related to tax compliance. This includes optimizing individual tax filings to ensure all deductions and credits are claimed.
Business Tax Planning Expertise
For businesses, Clear View Business Solutions addresses unique challenges such as payroll and sales taxes, along with industry-specific obligations. They help develop tailored tax strategies to reduce tax burdens and boost profitability. Tax credit assistance is also offered to significantly lower tax bills.
A Dedicated and Collaborative Team
This group boasts over 20 years of experience serving hundreds of business owners. Their team combines financial expertise with proactive communication. The firm prioritizes helping each client achieve results and enjoys the process along the way.
Client Focused Approach
The company’s process begins with a consultation to understand clients’ goals and challenges. They then collaboratively design a customized strategy and optimize communication. The ultimate goal is to empower clients to achieve their financial goals and enjoy a clear view of their business prosperity. Schedule a consultation to focus on your core business without tax-related concerns.
A Proactive Approach to Your Financial Success
Provident CPAs PLC’s strategies create value and often provide a 1,000-2,000% return on investment. This begins with tax planning, then expands to assessing the business’s financial and operational health, ultimately culminating in exit planning. The firm prioritizes keeping more of your hard-earned money.
Comprehensive Tax Planning Services
The firm’s Strategic Wealth Systemâ„¢ is an eight-step process designed for proactive tax savings and retirement planning. This company’s Strategic Blueprint aims to save clients at least ten times its cost in taxes. Services include tax burden reduction, cash flow management, and retirement planning assistance.
Minimizing Your Tax Burden
Provident CPAs PLC helps clients minimize their tax burden and achieve financial independence. This group works exclusively with high-income entrepreneurs, professionals, executives, and investors earning over $150,000 in taxable income. The firm is passionate about ensuring clients don’t pay unnecessary taxes.
Succession and Exit Planning
The firm assists business owners with succession planning, including determining exit strategies and contingencies. This company helps with buy/sell agreements, retirement preparation, business sales, estate planning, tax reduction at death, and intergenerational transition plans. They act as the quarterback for your team, coordinating with financial advisors and attorneys.
Long-Term Tax Strategies and Growth
Provident CPAs PLC helps companies manage the increased tax burden associated with growth. They offer strategies such as Employee Stock Ownership Plans (ESOPs) for tax benefits and succession planning. The firm also advises on cost-saving measures like establishing captive insurance companies to lower costs and access tax benefits.
A Proactive Approach to Your Financial Success
Parallel Tax LLC prioritizes its clients’ financial success. This company helps individuals and businesses with planning, preparation, and filing, ensuring compliance with current tax laws and regulations. The firm works with clients to maximize deductions and credit opportunities for upcoming tax returns. This proactive approach focuses on securing a secure financial future for each client.
Comprehensive Tax Planning Services
The firm offers comprehensive tax services, including individual and business tax preparation. This group understands that developing a strong relationship is crucial for successful business tax preparation. They aim to help clients avoid penalties and fees, maximizing profitability. Tax planning is central to legally reducing tax liability, going beyond simple compliance to actively recommend tax-saving strategies.
Expertise in Estate and Trust Tax Preparation
Parallel Tax LLC possesses expertise in estate and trust tax services. The firm’s professionals are experienced in all aspects of trust and estate administration, including the unique tax and accounting issues involved. This specialized knowledge ensures accurate and efficient handling of complex tax returns for trusts and estates.
Specialized Services
This company offers specialized services such as cryptocurrency accounting services, navigating the complex rules surrounding cryptocurrency reporting and taxation. They also provide tax relief services, assisting clients in resolving tax problems and dealing with IRS issues efficiently, affordably, and discreetly.
Client-Focused Strategies for Financial Success
Parallel Tax LLC helps clients set up record-keeping systems, develop year-round tax planning strategies, adjust paycheck withholding, and utilize tax-deferral options like pension and retirement plans. They also advise on investments that produce tax-exempt income, ensuring that clients benefit from every available tax credit and deduction. The firm is dedicated to helping clients retain more of their hard-earned money.
A Proactive & Holistic Approach to Tax Planning
Hammernik & Associates offers proactive and holistic tax planning and consulting services for business owners, real estate investors, and high-net-worth individuals. This company aims to help clients maximize their potential, grow their business, and legally minimize their tax burden. The firm combines proactive planning with a virtual family office experience.
Comprehensive Tax Planning Services for Individuals and Businesses
This group provides personal planning focusing on financial planning, investments, retirement, social security, college expenses, safe money options, and advanced planning. Personal tax reduction, asset protection, and legacy planning are also key areas of expertise. Trust, estate, and charitable planning, along with insurance and risk management, are offered. For businesses, the firm offers services including business strategy, direction, growth, leadership skills, culture and accountability, succession planning, and business finance and cost reduction.
Specialized Expertise in Business and Estate Planning
The firm offers assistance with business financing options, reducing operational costs, implementing business tax strategies, and managing business risks. Buy-sell agreements, key man coverage, property and casualty insurance, and employee benefits are also addressed. Additionally, this company assists with reducing health costs, improving employee retention, and establishing employee retirement plans.
Understanding the Value of Tax Planning
Hammernik & Associates emphasizes the difference between tax preparation and tax planning. This company helps clients keep more of their hard-earned money through proactive tax planning strategies. The firm specializes in assisting small businesses in reducing their tax liability and increasing profits. This approach goes beyond simple tax return preparation; the firm strives to help clients achieve their overall financial goals.
Leveraging Tax Expertise for Optimal Results
The firm’s tax professionals help clients who own their own businesses, own real estate, or manage investments to take advantage of every legal deduction, credit, loophole, and strategy available. The company develops unique tax savings plans tailored to individual client needs. Hammernik & Associates helps clients avoid overpaying taxes by proactively planning throughout the year, rather than reacting after the fact.
Empowering Agency Owners with Proactive Tax Strategies
Craig Cody & Company, Inc. provides expert tax planning and accounting solutions designed to help clients keep more of their earnings, avoid potential financial pitfalls, and secure their financial future. This company specializes in assisting agency owners and business leaders navigate the complexities of tax strategy and financial management. The firm’s Certified Tax Coachâ„¢ status signifies a commitment to advanced tax planning techniques through rigorous training and ongoing education.
Comprehensive Tax Planning Services
The firm’s mission is to help clients retain more revenue, reduce their tax burden, and achieve sustainable growth. This group offers more than traditional tax services; their comprehensive offerings include proactive tax planning and tailored off-site CFO services. These services provide the insights and daily financial guidance needed for informed business decisions.
Specialized Services Offered
Craig Cody & Company, Inc. offers small business accounting services, handling bookkeeping so clients can focus on their businesses. They also provide CFO services at a fraction of the cost of a full-time CFO. The firm offers three levels of strategic tax plans designed to minimize taxes, with projected annual savings ranging from $3,000 to over $250,000 depending on the plan. Tax preparation services identify potential deductions to limit tax liability.
Expertise in Estate and Trust Tax Preparation
This company also offers estate planning services to help clients navigate the complexities of estate planning, including legal and financial considerations. The firm addresses concerns about inheritance, taxes, and probate court procedures, offering discussions, recommendations, and research tools to simplify the process. They emphasize a collaborative approach, assisting clients throughout the entire process.
A Dedicated and Collaborative Team
Craig Cody & Company, Inc. is passionate about supporting agency owners, understanding their unique challenges, and creating personalized solutions. The team’s decades of experience and efficient approach ensure clients receive the financial clarity needed to focus on business growth. They offer implementation services to ensure clients receive all entitled deductions, and fixed-price maintenance plans including tax preparation, ongoing support, and business analysis.