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

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50 Tax Strategists found
Tam Accounting Inc. specializes in strategic tax planning services for individuals and businesses. They offer personalized strategies to minimize tax liabilities, maximize wealth, and provide retirement, estate, and business expense planning. Services also include IRS representation for a diverse clientele, from business owners to high-net-worth individuals….
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A Strategic Approach to Tax Planning
In the complex world of finance, understanding the tax landscape is crucial for financial success. Tam Accounting Inc. offers specialized tax planning services designed to minimize tax liabilities and maximize wealth. The firm emphasizes that effective tax management is fundamental to financial health.

Tax planning is a critical exercise, allowing individuals and businesses to leverage various tax exemptions, deductions, and benefits. Its core goal is to minimize tax liability while also facilitating the smooth flow of other financial plans. This proactive approach helps to reduce overall tax liability and boost net income and savings.

Expert and Comprehensive Services
As a professional tax expert, Tam Accounting Inc. possesses the knowledge to navigate complex tax laws and their impact on diverse financial situations. This company provides personalized tax planning strategies, carefully tailored to meet the specific needs of individual taxpayers and businesses.

The firm’s comprehensive services include personalized tax reduction strategies, retirement planning, and estate and trust planning. This group also offers expertise in business expense and deduction planning, alongside IRS representation and tax problem resolution. Additionally, they help manage income timing for maximum benefits and plan business expenses strategically.

Dedicated to Diverse Client Success
Tam Accounting Inc. is committed to the success of its diverse clientele, partnering with “mission-minded” individuals and businesses across various sectors. The firm serves business owners, real estate investors, and U.S. non-residents. Its extensive client base also includes national and global firms, restaurants, retailers and wholesalers, trucking firms, high-net-worth individuals, contractors, freelancers, tech firms, and e-commerce businesses.

Partnering for Your Financial Future
By working with Tam Accounting Inc., clients can gain peace of mind, knowing their financial future is in the hands of trusted tax professionals. This group is dedicated to helping clients understand their taxes, enabling them to make informed financial decisions that align with their personal and business goals. Contact this team today to learn how their comprehensive tax planning services can help minimize taxes, grow wealth, and achieve financial objectives.

Heslep Tax and Retirement Planning provides expert tax planning and advisory services, offering personalized strategies to minimize liabilities and maximize savings for individuals and businesses. They also guide clients through comprehensive retirement planning, leveraging investment products to achieve financial goals….
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Tax Planning and Advisory Services
Heslep Tax and Retirement Planning offers Tax Planning and Advisory Services to help clients navigate the complex landscape of tax regulations and optimize their financial situation. By leveraging extensive knowledge and experience, this group provides personalized strategies. These strategies aim to minimize tax liabilities and maximize savings for individuals and businesses.

Key Benefits of Their Approach
A proactive approach ensures clients stay compliant with tax laws while taking advantage of every available deduction and credit. This company develops strategies to reduce the amount owed and identifies all eligible deductions. They offer customized tax planning based on unique financial situations, anticipating and planning for future tax implications to maintain optimal financial health.

A Foundation for Effective Wealth Management
Heslep Tax and Retirement Planning believes tax strategies are essential for effective wealth management. Such strategies reduce tax burdens, optimize income, and facilitate efficient wealth transfer. The firm’s tax professionals collaborate with clients’ legal and wealth advisors, keeping them informed on the latest tax laws and offering comprehensive services.

Serving Diverse Client Needs
This group specializes in serving high-net-worth individuals, families, and business owners. They also cater to executives, medical professionals, athletes, and privately held companies. Comprehensive services are tailored to the specific requirements of these diverse clients.

Integrated Planning for Future Goals
From preparing annual tax returns to creating tax-advantaged estate plans, Heslep Tax and Retirement Planning provides flexible strategies. These strategies are tailored to clients’ changing needs. For retirement planning, the firm guides individuals with practical steps and a broad range of investment products, helping them achieve and enjoy their envisioned retirement lifestyle.

Bourbonnais Tax Associates LLC, Certified Tax Coaches and Enrolled Agents in Raleigh, NC, specialize in proactive tax planning and strategies. They help small business owners, high-net-worth individuals, and specific industries minimize tax liabilities, boost income, and increase profitability through comprehensive tax strategies and IRS problem resolution….
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A Proactive Approach to Tax Planning
Bourbonnais Tax Associates LLC in Raleigh offers specialized tax planning for small business owners. The firm emphasizes that proactive planning is crucial for effectively managing tax liabilities and ensuring clients pay the lowest taxes possible. Simply presenting receipts at the last minute is not sufficient for optimal tax management.

The accountants at this company are specially trained Certified Tax Coaches. This advanced education equips them with the skills to mitigate tax obligations, enhance personal income, and boost business profitability. They continually study the tax code and develop new techniques to leverage every legal means available, maximizing tax savings for their clients.

Developing Your Personalized Tax Strategy
The process for reducing taxes begins with a comprehensive tax strategy designed to act as a roadmap for reducing tax burdens and increasing wealth. Initially, a consultation is scheduled to thoroughly understand the client’s financial situation. Following this, clients complete a brief questionnaire and provide copies of their past tax returns.

This information is then used for extensive research over several weeks, exploring various options for tax reduction. Upon completion, the findings are presented in a personalized Tax Strategy. This proactive strategy guides clients in implementing their plan for significant tax reduction.

A Trusted and Ongoing Partnership
When clients engage with Bourbonnais Tax Associates LLC, the firm strives to build a longstanding relationship as their personal tax advisor. Clients can rely on this group to be courteous and responsive to all tax questions and financial concerns, always prioritizing their best financial interests.

This company is committed to constantly revising and updating tax strategies as laws change. This ensures clients remain compliant with new regulations and consistently achieve the best possible tax savings.

Expertise for Business Owners and High Net Worth Individuals
Bourbonnais Tax Associates LLC is dedicated to saving clients the most money on taxes. Their Raleigh, NC Enrolled Agent possesses special training as a Certified Tax Coach in high net worth tax planning. This expertise allows the firm to create personalized tax solutions for business owners and high net worth individuals, based on years of experience.

The tax services offered are specifically tailored for individuals with an income of $250,000 or more.

Specialized Client Focus and Services
This company offers support for IRS Problem Resolution, understanding the intricacies of dealing with the IRS. They can work directly with the IRS on a client’s behalf to resolve complicated tax issues.

For Business Owners and Entrepreneurs, the firm demonstrates how to utilize legal tax loopholes and deductions for dramatic tax reductions. They also provide proven methods for minimizing taxes for Dentists and Veterinarians, enabling them to pay the lowest possible amount and increase personal wealth.

Construction Industry and Trade Contractors benefit from managed accounting needs, saving them valuable time. The Restaurant Industry receives assistance in managing unique aspects like seasonal shifts, high employee turnover, and other impactful events. Additionally, Real Estate Professionals and Investors are supported through efforts to identify industry tax breaks, eliminate unnecessary expenses, and improve their bottom line.

4.4
(111 reviews)
4.4
(41 reviews)
Moore
Polston Tax Resolution & Accounting offers advanced tax planning services for businesses. They provide customized strategies to maximize tax savings by optimizing business structure, identifying deductions, and leveraging credits. Their experienced team delivers proactive, personalized solutions aimed at significantly reducing clients’ tax burdens and ensuring compliance….
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Maximize Tax Savings Through Advanced Planning

Many business owners feel they pay too much in taxes and that their current accountant or CPA isn’t exploring all possible avenues for savings. Polston Tax Resolution & Accounting addresses this concern, with clients reporting an average savings of 41% on their tax bills after engaging their services.

This company fields an entire team dedicated to offering advanced tax planning services for qualified business clients. Each plan is custom-tailored to ensure businesses are properly structured, spending is optimized for deductions, and maximum savings are achieved.

Identifying Opportunities for Tax Reduction

If you suspect you’re overpaying in taxes, this firm can help assess your situation. Several indicators suggest your current tax strategy might not be fully optimized.

One key indicator is a CPA who lacks in-depth knowledge of your business’s operations, how it’s paid, specific functions, and your involvement in each facet. Without this detailed understanding, many strategies for reducing your tax bill may be overlooked.

Additionally, if your CPA isn’t aware of your long-term business goals, you could be missing out on crucial proactive planning. This foresight is essential to avoid overpaying when selling your business or making significant asset purchases without proper guidance.

Another critical point is whether your CPA inquires about your personal spending. The tax code allows certain expenses to be deductible if structured differently, making it vital for your tax planner to understand personal financial habits to help develop strategic plans that reduce your tax burden.

Comprehensive Advanced Tax Planning Services

Polston Tax Resolution & Accounting offers a wide range of advanced tax planning options to help businesses save money. The firm works collaboratively with clients to identify the most suitable solutions, often uncovering numerous tax deductions for various business situations through a holistic evaluation of financial circumstances.

The knowledgeable team provides a broad spectrum of services, including identifying opportunities like using installment sales or tax credits. They create custom plans personalized to individual requirements, exploring all options for tax payments and identifying advantages specific to your business.

Operating with the IRS daily, this group possesses extensive knowledge of key operational requirements and successful strategies. They act as a trusted advocate, assigning a skilled team to provide legal experience, accounting insights, and case management throughout the process.

Why Choose Polston Tax Resolution & Accounting

Unlike many CPAs who might only utilize a handful of basic tax deductions, Polston Tax Resolution & Accounting focuses on strategic, forward-thinking planning. This approach enables business owners to achieve significant reductions in their tax bills.

The firm asserts its expertise, having operated in the business since 2001 and specializing exclusively in tax compliance. This deep understanding of the field’s complexities allows their highly experienced team to offer personalized solutions that meet individualized needs, ensuring clients derive maximum value from their services.

4.4
(111 reviews)
4.4
(41 reviews)
Polston Tax Resolution & Accounting offers advanced tax planning services for businesses. They provide customized strategies to maximize tax savings by optimizing business structure, identifying deductions, and leveraging credits. Their experienced team delivers proactive, personalized solutions aimed at significantly reducing clients’ tax burdens and ensuring compliance….
read more...

Maximize Tax Savings Through Advanced Planning

Many business owners feel they pay too much in taxes and that their current accountant or CPA isn’t exploring all possible avenues for savings. Polston Tax Resolution & Accounting addresses this concern, with clients reporting an average savings of 41% on their tax bills after engaging their services.

This company fields an entire team dedicated to offering advanced tax planning services for qualified business clients. Each plan is custom-tailored to ensure businesses are properly structured, spending is optimized for deductions, and maximum savings are achieved.

Identifying Opportunities for Tax Reduction

If you suspect you’re overpaying in taxes, this firm can help assess your situation. Several indicators suggest your current tax strategy might not be fully optimized.

One key indicator is a CPA who lacks in-depth knowledge of your business’s operations, how it’s paid, specific functions, and your involvement in each facet. Without this detailed understanding, many strategies for reducing your tax bill may be overlooked.

Additionally, if your CPA isn’t aware of your long-term business goals, you could be missing out on crucial proactive planning. This foresight is essential to avoid overpaying when selling your business or making significant asset purchases without proper guidance.

Another critical point is whether your CPA inquires about your personal spending. The tax code allows certain expenses to be deductible if structured differently, making it vital for your tax planner to understand personal financial habits to help develop strategic plans that reduce your tax burden.

Comprehensive Advanced Tax Planning Services

Polston Tax Resolution & Accounting offers a wide range of advanced tax planning options to help businesses save money. The firm works collaboratively with clients to identify the most suitable solutions, often uncovering numerous tax deductions for various business situations through a holistic evaluation of financial circumstances.

The knowledgeable team provides a broad spectrum of services, including identifying opportunities like using installment sales or tax credits. They create custom plans personalized to individual requirements, exploring all options for tax payments and identifying advantages specific to your business.

Operating with the IRS daily, this group possesses extensive knowledge of key operational requirements and successful strategies. They act as a trusted advocate, assigning a skilled team to provide legal experience, accounting insights, and case management throughout the process.

Why Choose Polston Tax Resolution & Accounting

Unlike many CPAs who might only utilize a handful of basic tax deductions, Polston Tax Resolution & Accounting focuses on strategic, forward-thinking planning. This approach enables business owners to achieve significant reductions in their tax bills.

The firm asserts its expertise, having operated in the business since 2001 and specializing exclusively in tax compliance. This deep understanding of the field’s complexities allows their highly experienced team to offer personalized solutions that meet individualized needs, ensuring clients derive maximum value from their services.

4.9
(47 reviews)
Greenwood Village
Abacus Accounting Center, LLC is a Certified Tax Coach offering proactive tax planning and reduction strategies. They specialize in identifying tax loopholes, deductions, and incentives for high net worth individuals, business owners, and professionals. Their goal is to minimize tax liability, preserve wealth, and ensure significant client savings….
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Proactive Tax Planning for Significant Savings

This firm addresses common anxieties around tax time, offering unique skills to reduce taxes and preserve wealth for its clients. As a Certified Tax Coach, Abacus Accounting Center, LLC specializes in identifying loopholes that average tax professionals might overlook. This approach enables the firm to design effective, legal tax strategies, minimizing tax burdens and allowing clients to retain more of their income.

Strategic and Year-Round Tax Management

Abacus Accounting Center, LLC believes tax planning must be proactive, not reactive, implementing tax reduction strategies throughout the year. This continuous management helps optimize tax obligations and increase savings by year-end. Unlike many accountants who engage clients only once annually, this company maintains ongoing contact, guiding financial decisions that could impact taxes.

Maximizing Benefits from the Tax Code

Clients of this firm can trust they will never overpay on taxes, thanks to the company’s deep understanding of the U.S. tax code. The team excels at finding every tax loophole, deduction, incentive, and break available. They also stay consistently updated on revisions to state or federal tax regulations, utilizing every legal means to achieve optimal tax savings.

Advanced Certified Tax Coach Strategies

As a Certified Tax Coach, Abacus Accounting Center, LLC provides advanced training focused on lowering taxes and increasing client wealth. The firm employs over four hundred strategies to reduce taxable income. These include leveraging current tax code loopholes, applying income and expense shifting strategies, and utilizing passive loss strategies. Real estate tax planning and investment strategies to lower tax are also key areas of expertise.

Dedicated to High Net Worth Clients

Abacus Accounting Center, LLC is a Certified Tax Coach focused on finding thousands of dollars in tax savings for high net worth individuals and households. The more clients earn, the more valuable this company becomes. This group offers proven solutions designed to minimize tax obligations for individuals and families with high net worth.

Serving Business Owners and Entrepreneurs

This group finds substantial tax savings for successful business owners and entrepreneurs making $250,000 or more per year.

Supporting Medical Professionals

The CPA firm designs tailored tax strategies to help accomplished medical professionals, including doctors and dentists, increase their wealth effectively.

Assisting Real Estate Investors

To help ensure their ventures are lucrative, this firm develops money-saving tax strategies specifically for real estate investors.

4.5
(8 reviews)
Richardson
Carter Group Tax offers comprehensive tax planning and tax-saving strategies in Richardson for businesses and individuals. They focus on legally reducing tax liability, maximizing after-tax income, and preserving assets through proactive, year-round strategies. Expertise covers income, estate, gift, investment, and retirement tax reduction….
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Proactive Tax Planning for Richardson

Carter Group Tax specializes in tax planning in Richardson, emphasizing that strategic planning is crucial for legally reducing tax liability. This company goes beyond standard tax compliance, actively recommending tax-saving strategies designed to maximize clients’ after-tax income.

Expertise and Year-Round Strategy

The firm makes it a priority to maintain mastery of current tax laws, complex tax codes, and new regulations through frequent seminars. This commitment ensures that businesses and individuals continually pay the lowest amount of taxes allowable by law, as this group consistently looks for ways to minimize taxes throughout the entire year, not just at year-end.

Maximizing After-Tax Income and Preserving Wealth

Carter Group Tax recommends tailored tax-saving strategies aimed at several key financial goals. These include growing and preserving assets by reducing tax burdens, deferring income to keep money now and potentially pay less tax later, and decreasing taxes on overall income. Further strategies focus on reducing taxes on estates, gifts, and investments to help clients grow wealth faster and allow their families to retain more. The company also helps reduce taxes on retirement distributions, enabling clients to retire comfortably.

Proven Tax Saving Strategies

The firm employs a variety of legitimate tax-saving strategies. These methods include splitting income among family members or legal entities to utilize lower tax brackets and shifting income or expenses between years for optimal tax rates. Other techniques involve deferring tax liabilities through specific investment choices like pension plans and contributions, and using certain investments to generate income that is tax-exempt at federal or state levels, or both. The company also assists in finding tax deductions by structuring finances to cover enjoyable expenses, such as a vacation home.

Client-Centered Approach and Value

Carter Group Tax emphasizes its commitment to working for its clients, not for the IRS. Through careful planning and legitimate tax strategies, many clients have saved many times the fee in reduced tax liability, highlighting the significant value and financial benefits provided by this dedicated group.

5.0
(3 reviews)
Chesterfield
Cavin CPAs & Advisors offers comprehensive tax planning and financial strategies. They help clients minimize tax liabilities by maximizing credits and deductions, optimizing paycheck withholding, and developing year-round tax strategies. Services include recordkeeping guidance, deferring tax liabilities through retirement plans, and advising on investments for tax-exempt income to ensure financial success….
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A Proactive Approach to Your Financial Future
Many individuals often feel their tax bill is too high, but this doesn’t have to be the case. Cavin CPAs & Advisors understands this concern and makes clients’ financial success a top priority. For those aiming for greater financial prosperity, this firm is dedicated to providing support.

Beyond Seasonal Tax Preparation
Effective tax management involves more than just filling out forms when tax time arrives. This company focuses on understanding each client’s unique needs to help them plan for a secure and stable future. Their comprehensive approach extends beyond annual deadlines.

Strategic Methods for Tax Reduction
The firm employs several key strategies to help clients lower their tax obligations. They conduct a careful analysis of each tax situation to ensure every deserved tax credit and deduction is utilized. Additionally, they assist in establishing recordkeeping systems that meet IRS requirements.

Cavin CPAs & Advisors works with clients throughout the entire year, not just at tax time, to develop effective tax planning strategies. They also review and adjust paycheck withholding to accurately reflect current tax situations. This allows clients to retain more of their money, avoiding unnecessary interest-free loans to the IRS.

This group guides clients on how to defer tax liabilities through various avenues, including pension plans and retirement contributions. Furthermore, they advise on utilizing specific investments designed to produce tax-exempt income, applicable at federal, state, or both levels.

5.0
(1 reviews)
5.0
(5 reviews)
Torrance
Ray Simmons Corporation, a Torrance, CA-based full-service tax firm, specializes in comprehensive tax planning and saving strategies. They are a leading expert in tax services for real estate investors, particularly TIC and DST fractional ownership properties, serving business owners, executives, and independent professionals….
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Comprehensive Tax Services in Torrance, CA

Ray Simmons Corporation is a full-service tax firm, licensed in California and operating from Torrance. This group provides a broad range of services tailored for business owners, executives, and independent professionals. The firm is recognized for being affordable, experienced, and friendly, consistently delivering outstanding service to its clients. Their commitment is deeply rooted in professionalism, responsiveness, and quality.

Specialized Expertise for Real Estate Investors

Ray Simmons Corporation and its affiliates hold a unique specialization in assisting real estate investors. This company prepares over 1,500 returns annually, with a focus on TIC and DST investors, positioning it as a national leader in this area. For those with investment-related tax issues, the firm offers complimentary consultations. Clients can connect with Ray Simmons, who is recognized as the nation’s leading expert on taxes for fractional ownership properties, by simply calling to arrange a phone conference.

Proactive Strategies for Tax Reduction

Effective tax planning is central to successfully and legally minimizing tax liability. Ray Simmons Corporation goes beyond standard tax compliance, proactively recommending strategies to maximize after-tax income. The firm prioritizes staying current with complex tax codes, laws, and new regulations through frequent seminars. This continuous effort ensures that businesses and individuals pay the lowest amount of taxes legally permissible, by constantly seeking ways to minimize taxes throughout the year.

Maximizing Your After-Tax Income

The firm recommends various tax-saving strategies designed to help clients achieve specific financial goals. These strategies aim to grow and preserve assets, defer income to keep money now and pay less taxes later, and reduce taxes on current earnings. Additionally, the firm works to reduce taxes on estates, gifts, investments, and retirement distributions. The goal is to allow clients to retain more of what they make, save, and pass on.

Implementing Advanced Tax Saving Methods

Ray Simmons Corporation employs a variety of sophisticated techniques to achieve tax savings. Methods include splitting income among several family members or legal entities to utilize lower tax brackets. They also focus on shifting income or expenses from one year to another to benefit from lower tax rates. Further strategies involve deferring tax liabilities through specific investment choices like pension plans, utilizing certain investments to produce tax-exempt income, and finding tax deductions by structuring money to pay for things clients enjoy, such as a vacation home.

4.0
(4 reviews)
4.0
(1 reviews)
Birmingham
Cronin & Company, LLC offers strategic tax planning, compliance, and IRS resolution for small to mid-sized businesses and real estate investors in Birmingham, AL. Leveraging seasoned expertise and AI-driven tools, they provide proactive, personalized guidance to navigate tax complexities, reduce liabilities, and support future growth….
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Seasoned Insight and Smart Strategy

Cronin & Company, LLC offers seasoned insight, smart strategy, and local care to small to mid-sized business owners in Birmingham, AL. This firm helps clients navigate the complexities of tax compliance, proactive planning, and IRS issues with clarity and confidence. Whether you’re a real estate investor, contractor, or growth-stage entrepreneur, the team delivers essential guidance backed by deep experience and forward-thinking tools.

Modern Expertise, Personalized Planning

Led by seasoned tax advisor Perry, Cronin & Company, LLC is more than a typical local tax strategy firm. The group combines decades of expertise with cutting-edge AI tools in tax planning to uncover opportunities and flag risks early. This modern-meets-grounded approach ensures clients not only meet their tax obligations but also plan wisely for what’s next.

Tailored Tax Solutions for Businesses

At Cronin & Company, LLC, tax planning extends beyond year-end cleanup; it is a forward-looking strategy designed to protect and grow your business. The firm tailors its services to meet specific needs and offers transparent pricing. Cronin & Company, LLC delivers personalized, proactive planning with long-term impact for growing businesses and real estate professionals.

Focused Support for Real Estate and IRS Matters

Cronin & Company, LLC specializes in tax preparation and compliance, proactive, collaborative tax planning, and IRS problem resolution and audit support. This group brings particular depth to real estate investor tax planning and tax preparation for real estate portfolios. Facing an IRS issue can feel overwhelming, but this company provides clear, experienced support for small to mid-sized business owners dealing with tax debt, unfiled returns, audits, or other IRS challenges.

A Collaborative and Personal Partnership

With decades of experience, Perry continues to build businesses, advise clients, and stay ahead of the curve in tax strategy. He and his team integrate AI-driven tools into collaborative tax planning sessions, helping owner-operators find smarter ways to grow. Cronin & Company, LLC primarily serves small to mid-sized business owners who value a tax advisor who tells it straight, focusing on compliance, lowering liability, and staying ahead.

Perry doesn’t overcomplicate things, and his personal touch extends to his longtime beekeeping hobby, where he shares honey as a way to keep things personal. With Cronin & Company, LLC, you are not hiring a flashy firm. Instead, you are partnering with someone who has done it all, is still doing it differently, and doing it with care.

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