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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Tax Planners in Small business

110 Tax Strategists found
4.9
(16 reviews)
Woburn
FINACCURATE provides strategic tax preparation, planning, and advisory services, alongside CFO, accounting, and bookkeeping solutions. They help businesses, individuals, and families minimize tax liabilities, optimize cash flow, and ensure compliance. Expertise spans construction, real estate, and wholesale industries, focusing on wealth growth and financial stability….
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Strategic Tax Planning and Advisory
FINACCURATE is presented as a dedicated partner in navigating the complex world of tax planning and advisory. This firm understands the unique challenges faced by successful entrepreneurs. Their commitment is to provide personalized, strategic solutions designed to minimize tax liabilities and maximize wealth growth for clients.

This company aims to unlock tax savings through crystal-clear strategies tailored to individual needs, empowering financial growth. The firm positions itself as a solution for those struggling with complex tax regulations, ensuring tax compliance, and maximizing deductions and credits while managing growing income.

Comprehensive Financial Services
FINACCURATE offers a wide range of services to support overall financial health. These include accurate and strategic Tax Preparation, Planning & Advisory tailored to specific needs. The firm also provides CFO services, offering access to experienced financial experts for executive-level guidance.

Additionally, this group delivers Cash Flow Forecast Services to aid informed financial decisions. Clients can also benefit from comprehensive Accounting Services for accurate and reliable records, Cash Flow Management strategies to optimize financial stability, and efficient Bookkeeping Services for organized financial transactions.

Expertise and Client Focus
As a leading tax preparation firm, FINACCURATE has helped clients save over $29 million in combined taxes. Their team consists of certified tax strategists with extensive experience serving businesses, families, and individuals. Clients can trust this company for financial tax planning strategies based on their specific business needs.

This firm specializes in serving industries such as Construction, Real Estate, and Wholesalers and Distributors. They cater to entrepreneurs, business owners, real estate investors, and high-net-worth individuals looking to optimize tax strategies and preserve wealth. Startups, growing businesses, service-based industries like consulting, and professionals prioritizing long-term financial security also benefit from their guidance.

Client Benefits and Solutions
FINACCURATE addresses key challenges such as balancing business demands with personal financial planning and finding a reliable tax planning firm tailored to specific industries. This company offers solutions for those seeking expert guidance on tax optimization and wealth management strategies.

Clients engage in tax planning to maximize savings by identifying deductions and credits, improve cash flow through optimized financial strategies, and ensure compliance with ever-changing tax laws. The firm helps clients make better financial choices, align tax strategies with long-term goals, and minimize stress by proactively managing tax obligations. This proactive approach supports enhanced business growth, allowing for reinvestment of tax savings and increased profitability.

3.7
(21 reviews)
3.7
(7 reviews)
Pleasanton
Focus Your Finance Inc provides proactive tax planning and customized strategies for business owners and investors. Certified Tax Coaches help clients legally minimize tax burdens, offering innovative, year-round support to reduce taxes, maximize earnings, and achieve financial goals through personalized solutions….
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Minimizing Taxes Through Proactive Planning
Are you looking for a way to minimize your taxes? Focus Your Finance Inc offers proactive tax planning to help clients reduce their tax burden. This firm devises tailored plans by leveraging tax law to lower your obligations as much as possible.

Beyond Traditional Accounting Practices
Information plays a key role in the growth of any organization, especially for those who run businesses or manage investments. While many accountants simply record financial history, this group recognizes that by tax time, it’s often too late for effective planning. Traditional accounting frequently focuses on compiling past records and filing forms, missing opportunities for strategic tax reduction.

The objective of tax planning is to arrange financial affairs to minimize taxes legally. For this, you need concepts and strategies that leave more on your bottom line without raising “red flags” or straying into “gray areas.” Focus Your Finance Inc collaborates with business owners and investors throughout Northern California, bringing a proactive attitude and experience beyond just historical record-keeping.

A Distinct Approach to Tax Strategy
Jay Dahal, a Certified Tax Coach, founded this company to offer a different kind of tax planning service. Focus Your Finance Inc provides a proactive plan filled with court-tested, IRS-approved strategies for minimizing taxes. This firm goes beyond merely recording your financial history, offering proactive advice and strategies to help you earn and keep more of your earnings. As a “Certified Tax Coach,” this group stands apart.

Unlike other firms that may use outdated information and settle for after-the-fact planning, this company offers round-the-year coaching and proactive solutions. Clients enjoy total confidence, knowing they will pay the least amount of tax and are likely making the right business decisions. While other firms offer the same old solutions, Focus Your Finance Inc provides customized and flexible planning, leading to personalized solutions that reduce taxes. Moreover, this group offers continuous support, including year-round contact, direction, and accountability, rather than limited interaction only at tax time.

Comprehensive Client-Centered Solutions
Ultimately, Focus Your Finance Inc helps clients set goals and achieve their dreams. They highlight areas of strength and those needing improvement, educating clients in language they understand. The firm designs and helps implement innovative, customized tax strategies that minimize taxes and the risk of audit.

Your Personalized Proactive Tax Strategy Process
The process for a personalized Proactive Tax Strategy involves several key steps:

1. Brief Interview: Clients will proceed with a brief interview with a Certified Tax Strategist. This initial discussion focuses on understanding your current situation and future aspirations.

2. Tax Questionnaire: A short Tax Questionnaire will then gather information about your financial, business, and investment goals, as well as where your money currently goes. The firm will also request copies of past tax returns and details on any existing business entities. Providing comprehensive information allows the firm to perform its best work.

3. Your Intimate Planner: A personal strategist will review your information and develop a comprehensive Proactive Tax Strategy. This process typically takes two weeks to allow for thorough research into the best possible options. Taxpayers have seen average savings of over $14,000 per year as a result of their Tax Strategy plan.

4. Important Tax Plan Analysis: You will then talk with your personal strategist to review the details of your plan, typically lasting about an hour. A written customized strategy is provided to ensure all information is retained.

5. Written Action Plan: Clients receive a written strategy plan, along with information on all available deductions, credits, loopholes, and strategies.

6. Follow-up: Approximately two weeks after the initial review call, clients can have a second follow-up phone call with their strategist to cover details again or address any new questions regarding their plan.

Veritas Planning Advisors offers strategic tax planning, bookkeeping, payroll, and part-time CFO services. They partner with professionals and business owners to reduce tax liabilities, improve cash flow, and support long-term financial goals with proactive, tailored advice and a 12-hour response guarantee….
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Comprehensive Financial and Tax Services
Veritas Planning Advisors offers a complete suite of services designed to support financial well-being. This includes tax planning, bookkeeping, payroll, business consulting, retirement planning, and part-time CFO services. All offerings are delivered through streamlined systems and secure virtual tools for efficiency.

A Proactive and Responsive Partner
The firm emphasizes smart, strategic tax planning, focusing on making informed decisions throughout the year rather than reacting at year-end. Clients benefit from a strict 12-hour response policy and real-time internal monitoring, ensuring timely answers and trusted advice. Choosing a CPA partner like this company helps navigate important topics such as cash flow management, financing, and succession planning.

Tailored Strategies for Professionals and Business Owners
Veritas Planning Advisors partners with professionals and business owners to reduce tax liabilities, improve cash flow, and support long-term financial goals. Whether managing a busy medical practice, running a growing law firm, or building a SaaS company, this group provides tailored strategies and real guidance. They move beyond generic checklists to offer solutions specific to each client’s needs.

Beyond Basic Tax Preparation
As a dedicated tax advisor, Veritas Planning Advisors goes beyond simple filing to look at the full financial picture. This includes income forecasting, business structure, retirement contributions, and tax-efficient compensation planning. Their process is proactive, collaborative, and fully supported by modern systems, including secure cloud-based tools, simplifying the experience and ensuring clear, fast answers.

Specialized Expertise for High-Demand Industries
The team is especially well-suited to support professionals in high-demand industries. They work closely with doctors, legal professionals, and startup founders who require more than basic tax preparation. These clients need a strategic partner who understands the pace and complexity of their work. With integrated bookkeeping, payroll, and part-time CFO support available, clients can streamline all their financial planning needs in one place.

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….
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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.

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