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 Small business

110 Tax Strategists found
4.7
(68 reviews)
4.7
(1 reviews)
Sandy
Sorenson & Company, CPA provides proactive tax planning and reduction strategies for high-net-worth individuals and businesses. Certified Tax Coaches utilize advanced techniques to uncover hidden deductions and credits, minimizing tax liabilities and maximizing wealth. …
read more...

A Proactive Approach to Your Financial Success

Sorenson & Company, CPA offers expert tax planning techniques, utilizing the specialized knowledge of a Certified Tax Coach. This company diligently creates personalized tax plans to significantly reduce tax liabilities and protect income for high-net-worth individuals and families, as well as successful business owners. The firm’s strategies are effective, legal, and ethical, ensuring clients pay the lowest amount of tax legally possible.

Comprehensive Tax Planning Services

This group is more than just accountants; they are highly-educated tax advisors. They save clients thousands of dollars annually by uncovering hidden deductions, finding tax loopholes, and identifying little-known tax credits. Their proven methods analyze your entire financial picture to create a highly-effective tax plan, constantly updated to adapt to changes in tax laws. The firm’s goal is to ensure your money stays in your wallet.

Expertise and Certifications

As a Certified Tax Coach with the American Institute of Tax Planners (AICTP), Sorenson & Company, CPA possesses advanced training in proactive tax planning. The AICTP is a non-profit organization that educates and certifies tax professionals in proactive tax planning and compliance. The firm maintains a strict Code of Ethics and offers ongoing education and resources to its members. This ensures the highest standards of excellence and integrity.

Unique Tax Planning Services

This company rescues clients from paying unnecessary taxes each year. The firm’s Certified Tax Coach designation signifies expertise in identifying tax credits, deductions, and loopholes often missed by average CPAs. The firm’s proactive approach to tax planning focuses on year-round strategic techniques to put clients in the best possible position to save money. The firm considers every possible deduction, loophole, and incentive available.

Tax Reduction Strategies and Loopholes

The U.S. tax code is complex, and the firm understands how this complexity can lead to overpayment. Sorenson & Company, CPA designs a plan to ensure you pay the least amount of tax possible. The firm employs year-round tax reduction strategies to manage tax obligations and increase tax savings. The company offers numerous strategies to reduce taxable income, including loopholes within the current tax code, income and expense shifting strategies, and passive loss strategies. They also specialize in real estate tax planning and investment strategies to lower taxes.

(CTC, CTP, CTS, CPA )
5.0
(7 reviews)
5.0
(6 reviews)
Tinley Park
Brett A Efimov CPA Ltd. provides proactive tax planning and coaching services for businesses and individuals. Specializing in tax minimization strategies and optimizing deductions, they help clients improve their financial outcomes. …
read more...

A Proactive Approach to Your Financial Success

Brett A Efimov CPA Ltd. offers better tax planning for a better financial future. This company understands that sound financial decisions rely on accurate and timely information. The firm helps clients make money and keep money through proactive tax strategies.

Comprehensive Tax Planning Services

This group goes beyond simple tax preparation. Unlike many accountants who only focus on historical data at tax time, Brett A Efimov CPA Ltd. develops comprehensive tax plans. This minimizes your tax liability and maximizes your bottom line.

Strategic Tax Planning, Not Just Tax Preparation

The firm helps you legally minimize your taxes through strategic planning. This company uses concepts and strategies that leave more money in your business without raising red flags. It’s not just about compiling books and records at tax time; it’s about proactive planning year-round.

Year-Round Tax Planning for Optimal Results

It’s crucial to have the right business structure, benefit plans, and retirement plans in place. Brett A Efimov CPA Ltd. helps ensure you’re taking advantage of all legitimate deductions, credits, and strategies allowed by the tax code. Waiting until April 15th is too late; proactive planning is key.

Beyond Tax Time: A Partnership for Success

The firm helps clients organize their businesses, implement appropriate benefit plans, and establish sound retirement strategies. This company assists with maximizing deductions and credits and leveraging tax code advantages. By April 15th, the firm’s clients are prepared, not scrambling.

4.0
(4 reviews)
Lincoln
Ewerth & Associates, C.P.A., P.C. provides proactive tax planning and preparation services, specializing in significant tax reduction strategies for high-income individuals, business owners, and professionals. Certified Tax Coaches minimize tax liabilities through year-round planning and expert knowledge of tax laws. …
read more...

A Proactive Approach to Your Financial Success

High taxes impacting your financial well-being? Ewerth & Associates, C.P.A., P.C. offers solutions to help you save money. This company’s proactive tax planning strategies focus on year-round techniques to minimize your tax burden. The firm is a Certified Tax Coach, utilizing advanced training to uncover hidden deductions and credits.

Comprehensive Tax Planning Services

This group’s specialized techniques bring significant savings on federal and state taxes. They manipulate the tax code to your benefit, legally and ethically reducing your tax liability. The firm analyzes your financial picture, including business objectives and investment goals, to create a highly-effective, constantly updated tax plan. This ensures you pay the lowest possible tax amount.

Expertise in Tax Reduction Strategies

Effective tax planning is proactive, not reactive. Ewerth & Associates, C.P.A., P.C. helps you save money by focusing on year-round strategies. The U.S. tax code’s complexity often leads to overpayment; this company ensures you pay the least possible. Their planning considers every deduction, loophole, and incentive to increase business revenue and maximize personal wealth.

Serving High-Income Individuals and Businesses

This company serves high-income individuals and households, focusing on significant tax savings. Their best clients include business owners and entrepreneurs earning $400,000 or more, doctors and dentists, professional athletes, and high-net-worth individuals. The firm designs tax strategies to help increase wealth and efficiently manage finances.

Tax Preparation Services Done Right

Relying solely on online tax software can be a mistake, especially for high earners. Ewerth & Associates, C.P.A., P.C. provides proactive tax planning and outstanding preparation services. Unlike average CPA firms, their primary focus is tax liability reduction and income preservation. They use specialized skills and training to find significant savings, minimizing state and federal taxes to maximize after-tax income.

Minimizing Your Tax Obligations

The firm prepares and files taxes for high-net-worth individuals, business owners, and entrepreneurs. They identify deductions and credits, striving to eliminate tax burdens. Their commitment to saving clients money is demonstrated by their continuous education on IRS guidelines and new tax legislation. As a Certified Tax Coach, this group ensures you never pay more than legally owed.

(CTC, CTP, CTS, CPA )
4.8
(106 reviews)
Forest Hills
Boris M-Tax provides customized tax planning and strategy services for entrepreneurs and small business owners nationwide, leveraging proven methods to minimize tax liabilities and maximize profitability. …
read more...

Proven Tax Strategies for Businesses

Boris M-Tax offers customized tax strategies proven to save clients millions. The firm emphasizes that simply having a tax preparer is insufficient; proactive tax planning is crucial. This group stresses that the ideal time to begin tax planning was yesterday.

Reducing Your Tax Burden

Tired of substantial tax payments? This company helps business owners leverage the tax code to their advantage—legally, proactively, and transparently. You don’t need a new CPA; you need a tax strategy.

Proactive Tax Planning and Strategy

Boris M-Tax provides proactive tax planning designed to save you money. The firm tailors strategies to your unique business needs, maximizing deductions and credits. A tailored tax strategy can reduce your tax burden and increase profitability.

Boris Musheyev and Client Reach

Boris Musheyev, CPA, specializes in money-saving tax strategies and accounting oversight for individuals and small businesses. The firm currently serves clients in over 35 states.

Why Choose Boris M-Tax?

This company’s clients save tens of thousands of dollars annually using proven strategies. The firm helps clients proactively use the tax code to legally reduce taxes and increase take-home pay. Many profitable business owners overpay taxes due to a lack of dedicated tax planning.

(CTC, CTP, CTS, EA )
5.0
(57 reviews)
5.0
(2 reviews)
Thomasville
Golden Tax Relief provides expert tax planning and optimization services for businesses and families, minimizing tax liabilities through legal strategies and personalized blueprints. They aim to reduce tax burdens, enhance financial security, and achieve significant annual savings. …
read more...

A Proactive Approach to Your Financial Success

Are you paying too much in taxes? Golden Tax Relief offers expert tax planning, potentially saving you $50,000 or more annually. This company unveils “The Golden Path,” a proprietary technique designed for optimal tax savings while ensuring legal compliance. The firm acts as a partner in achieving financial peace and securing your future.

Comprehensive Tax Planning Services

Golden Tax Relief goes beyond traditional tax services. This group focuses on tailored, results-driven pathways aligned with your financial goals, ensuring tax efficiency and security. Every day you wait to start planning increases the risk of overpaying taxes and missing savings opportunities. The longer you wait, the higher the chance of encountering unexpected tax implications.

The Golden Tax Relief Four-Step Process

First, call to speak with a tax specialist for a free consultation. Second, the firm will arrange a meeting to evaluate your financial situation and determine suitability. Third, the team designs a personalized tax blueprint using The Golden Path. Finally, experience the peace of mind that comes with expert tax planning, and enjoy a stress-free financial future.

Expertise in Business and Family Tax Planning

Golden Tax Relief specializes in streamlining the finances of businesses and families. The firm is a leading solution for those burdened by high taxes. Their expertise in tax planning alleviates tax liabilities, ensuring your financial health by leveraging legal tax benefits and exemptions. This company helps you minimize tax expenses and enhances financial security.

Minimizing Tax Burden for High-Income Earners

Taxes are inevitable, but paying more than legally required isn’t. Golden Tax Relief empowers high-income business owners to legally minimize their tax burdens. This group employs strategic, lawful tactics and engages in thorough discussions to develop a tailored plan to lessen tax obligations. This approach boosts reinvestment in your business, enhances retirement savings, and supports your lifestyle.

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

A Proactive Approach to Your Financial Success

AA CPA Tax Strategies LLC is a Central Texas full-service CPA firm specializing in proactive tax strategies. This company focuses on developing and implementing these strategies for its clients, going beyond simple compliance. The firm prioritizes minimizing your tax liability throughout the year, not just at tax time. This proactive approach aims to maximize your after-tax income.

Comprehensive Tax Planning Services

This group provides accounting, individual tax and financial planning, forensic accounting, sales tax compliance and audits, and corporate tax planning, preparation, and compliance services. They also offer business advisory services including franchise consulting, virtual CFO services, business plan development, and financing proposals. The firm works with various industries, including nonprofits, manufacturing and distribution, medical and professional services firms, and construction.

Client Focus and Industry Expertise

AA CPA Tax Strategies LLC specializes in working with individual professionals in startups and high-tech businesses, medical and professional service providers, and entrepreneurs in high-tech, services, manufacturing, distribution, and trading companies. This company also has experience with businesses operating in Latin America and Asia. The firm’s leaders have a strong track record in tax planning & compliance, accounting, and finance.

Geographic Reach and Resources

The firm is located in Austin, TX, with affiliate offices in Atlanta, GA, and Monterrey, MX. They enhance their mastery of tax law by attending frequent tax seminars to stay current with complex tax codes and new regulations. This commitment ensures clients receive the most up-to-date and effective tax planning.

Tax Saving Strategies

The firm helps clients grow and preserve assets, defer income, reduce taxes on income, estates, gifts, investments, and retirement distributions. Strategies include splitting income among family members or entities, shifting income or expenses between years, deferring liabilities through investments, using tax-exempt investments, and finding deductions through strategic spending. The firm emphasizes that they work for the client, not the IRS, and many clients save significantly more than the firm’s fees through reduced tax liability.

5.0
(7 reviews)
Carrollton
MMG Tax Group provides proactive tax planning and consulting services, minimizing tax liabilities through innovative strategies and ongoing coaching. Services include tax planning, consulting, and customized solutions for businesses and investments. …
read more...

Proactive Tax Minimization Strategies

MMG Tax Group offers proactive tax planning and consulting services. This company helps businesses and investment managers minimize their tax burden through strategic planning. The firm emphasizes proactive measures to anticipate and mitigate potential tax liabilities. This approach contrasts with traditional accounting practices that focus solely on post-tax reporting.

Beyond Traditional Accounting

Unlike traditional accounting services that focus on historical data, MMG Tax Group provides proactive advice and strategies. The firm helps clients earn more and keep more of their income. This group goes beyond simply recording financial history; they develop comprehensive plans to minimize taxes legally.

A Certified Tax Coach Approach

Tony Gibson, founder of MMG Tax Group, is a Certified Tax Coach. He provides clients with court-tested, IRS-approved strategies for minimizing their tax liabilities. The firm’s approach contrasts with “after-the-fact” planning, offering ongoing coaching and proactive solutions. This ensures clients pay the least possible tax while pursuing their financial goals.

Empowering Clients to Achieve Their Dreams

MMG Tax Group’s services empower clients to achieve their financial aspirations. The firm provides education in clear, understandable language, focusing on client strengths and areas needing improvement. This company helps clients set goals, provides accountability, and implements innovative, customized tax strategies to minimize taxes and audit risk. They aim to provide total confidence in minimizing tax obligations.

4.5
(53 reviews)
Altamonte Springs
Shah & Associates CPAs PA provides tax planning services, helping businesses maximize savings. Services include tax return review, identifying overlooked deductions, and strategic planning to minimize tax liabilities. …
read more...

Understanding Your Tax Burden

Shah & Associates CPAs PA helps businesses understand their tax liabilities. This company focuses on tax savings, not just compliance. They emphasize discovering how much you can save, rather than simply how much you owe. This approach is a key differentiator.

A Free Tax Assessment

A free tax assessment is offered. This review includes examining prior-year returns for potential overpayments. The assessment also highlights often-missed business deductions and explores various tax-saving strategies. An estimate of potential tax savings is provided.

Expert Tax Planning Strategies

Anshul Shah, CPA and tax planning expert, leads the firm. With over a decade of experience and significant investment in tax planning expertise, this group serves over 750 businesses. Their services range from basic to advanced tax planning strategies.

Tax Preparation vs. Tax Planning

Shah & Associates CPAs PA distinguishes between tax preparation and tax planning. A tax preparer focuses on compliance. A tax planner, like this company, actively seeks legal strategies to minimize tax burdens. This firm prioritizes proactive tax planning.

Specific Tax Strategies Offered

The firm offers various tax strategies, including those related to home office deductions, business vehicle leasing, dependent children employment, and LLC, C-corp, and S-corp structure optimization. They also address social security and Medicare taxes, estate tax planning, and various deductions (e.g., depreciation, entertainment, commuting, and more). Advanced strategies are detailed in their e-book.

4.6
(10 reviews)
Farmington
Risley CPA, PC provides tax planning and compliance services for individuals and businesses. They specialize in proactive tax-saving strategies to minimize tax liability throughout the year, maximizing after-tax income through legal methods such as income splitting, deferral, and strategic investment choices. …
read more...

A Proactive Approach to Your Financial Success

Risley CPA, PC prioritizes proactive tax planning to legally minimize your tax liability and maximize after-tax income. This goes beyond simple tax compliance; the firm actively seeks strategies to increase your net income.

Comprehensive Tax Planning Services

This company enhances its expertise through continuous education, attending frequent tax seminars to stay current on tax law and regulations. Businesses and individuals alike benefit from this group’s year-round focus on tax minimization, not just end-of-year tax preparation.

Tax Saving Strategies

The firm offers numerous tax-saving strategies. These include growing and preserving assets, deferring income for lower future tax rates, and reducing taxes on income, estates, gifts, investments, and retirement distributions.

Specific Strategies Employed

Specific strategies utilized by Risley CPA, PC include income splitting among family members or entities, shifting income/expenses between years for optimal tax rates, deferring tax liabilities through investments like pension plans, using tax-exempt investments, and finding deductions through financial structuring.

Client Focus

Remember, this company works for you, not the IRS. Many clients save significantly more than the firm’s fees through its careful planning and legitimate tax strategies. Contact Risley CPA, PC to learn more about their tax planning services.

(CTC, CTP, CTS, CPA )
4.8
(16 reviews)
Alamo
Fintax CPAs provides proactive tax planning and reduction strategies for businesses and high-net-worth individuals. Services include personalized strategies, year-round support, and customized solutions to minimize tax liabilities, potentially saving clients thousands annually. …
read more...

A Proactive Approach to Your Financial Success

Fintax CPAs focuses on advanced tax reduction and planning, emphasizing proactive strategies rather than reactive ones. The firm’s founder, Angie Bhasin, was named Top Tax Planner of the Year by the American Institute of Certified Tax Planners. This company’s tax team helps protect clients’ wealth through both simple and complex strategies.

Significant Tax Savings

Fintax CPAs’ clients have saved an average of $48,000 in taxes annually, with some achieving millions in savings. This translates to more money available for clients’ personal use rather than IRS payments. The potential for long-term wealth growth through investment of these savings is significant.

Understanding Your Tax Needs

This company understands that business owners and investors rely heavily on financial information for successful decision-making. However, many accountants simply record historical financial data, providing limited proactive tax planning. Fintax CPAs offers a different approach.

Beyond Traditional Accounting Services

Unlike traditional accounting firms, Fintax CPAs provides proactive advice and strategies to maximize earnings and minimize tax burdens. The firm uses court-tested, IRS-approved strategies to develop comprehensive plans, unlike many competitors who focus solely on historical data and after-the-fact planning.

Personalized Proactive Tax Strategies

The firm’s personalized Proactive Tax Strategy involves an initial interview and questionnaire to understand clients’ financial goals. Following a review of provided information, a comprehensive strategy is developed, typically within two weeks. Clients then review the strategy with their CPA strategist, receiving a written plan outlining deductions, credits, and other tax-saving strategies. A follow-up call is offered for further questions or clarification.

Client Profile

Fintax CPAs works with small business owners, startups, and high-net-worth individuals to reduce their tax burden. This group helps businesses minimize taxes upon exit and creates strategies for long-term savings.

Tax Strategists Near You

Tax Planners in Alabama
Tax Planners in Arizona
Tax Planners in Arkansas
Tax Planners in California
Tax Planners in Colorado
Tax Planners in Florida
Tax Planners in Georgia
Tax Planners in Hawaii
Tax Planners in Illinois
Tax Planners in Maryland
Tax Planners in Massachusetts
Tax Planners in Michigan
Tax Planners in Missouri
Tax Planners in Nebraska
Tax Planners in Nevada
Tax Planners in New Jersey
Tax Planners in New Mexico
Tax Planners in New York
Tax Planners in North Carolina
Tax Planners in Ohio
Tax Planners in Oklahoma
Tax Planners in Pennsylvania
Tax Planners in South Carolina
Tax Planners in Tennessee
Tax Planners in Texas
Tax Planners in Utah
Tax Planners in Washington
Tax Planners in Wisconsin