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
4.7
(63 reviews)
4.7
(2 reviews)
Waxhaw
Ed Lloyd & Associates, PLLC provides strategic tax planning and reduction services for businesses and individuals. Services include tax preparation, audit representation, and financial analysis, aiming to minimize tax liabilities and maximize growth. They offer a free tax review. …
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Reduce Taxes. Gain Clarity. Focus on Growth.

Are you ready to keep more of your hard-earned revenue? This company helps entrepreneurs and business owners reduce their income tax, achieve real-time accounting, and grow their business. They avoid the cost of bad tax planning by providing clarity and simplicity to your tax and business decisions.

Proactive Tax Strategies for Maximized Savings

Tax season starts months before you prepare your returns. This group helps you maximize savings by strategically distributing finances and organizing spending. They develop a customized budget with your growth goals in mind, so you can save more money for future growth. The firm analyzes your finances, business numbers, and compares them to industry standards to identify cost-cutting opportunities and smarter investment decisions.

Minimizing Tax Liability and Maximizing Benefits

The firm helps clients pay the least amount of tax legally possible. They are proactive tax planners with certifications in tax planning, taking the time to understand your business and personal situation. Their Strategic Tax Planning service dramatically reduces tax liability and helps maximize the benefits of the Tax Cuts and Jobs Act. A free tax review is offered to analyze your tax returns and financial statements for the last two to three years, uncovering missed opportunities and reducing your tax burden.

Comprehensive Tax Services and Client Support

This company provides tax preparation for various business structures (S Corporations, Partnerships, C Corporations, Sole Proprietorships, and individuals). They also offer audit representation, resolution of payroll tax penalties and notices, offer-in-compromise for outstanding taxes, and salary analysis for business owners. The firm is headquartered in Charlotte, NC, with clients across the US, and is managed by Ed Lloyd CPA. They take the time to understand each client’s business, family, and investment structures to provide sound tax mitigation recommendations.

A Focus on Tax Planning and Client Understanding

Tax planning is a specialty, and the firm prioritizes it. Ed Lloyd CPA has completed certification training, and the team undergoes ongoing training to maintain effective tax planning skills. They work with clients across the United States and prepare state tax returns for over 30 states annually. All new clients start with Strategic Tax Planning to uncover missed opportunities and reduce their tax burden. They offer accounting, business analytics, controller, and Virtual CFO services.

4.8
(38 reviews)
4.8
(6 reviews)
Columbia
Nitya LLC is a CPA firm providing comprehensive accounting and tax planning services for businesses and individuals. Services include expense tracking, cash flow monitoring, tax strategy development, and tax preparation, aiming to minimize liabilities and maximize profits. …
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Removing Financial Pain Points for Small Businesses

Running a small business can be challenging, especially managing accounting. Nitya LLC offers accounting services designed to simplify financial management. The firm provides tools for expense tracking, cash flow monitoring, and financial trend identification to help plan for the future. This company uses a common-sense approach with personalized attention and reliable financial advice.

Proactive Tax Strategies for Businesses and Individuals

This group devises tax strategies to reduce liabilities and maximize profits. The firm fine-tunes these plans as tax laws change to ensure maximum tax savings. In addition to business services, Nitya LLC offers income tax preparation for individuals and businesses, with electronic filing for faster tax refunds.

Rockville Tax Planning Services and Client Relationships

Nitya LLC has extensive experience assisting businesses and individuals with tax obligations. Unlike some accountants who only interact with clients during tax season, this company builds trusted relationships year-round. The firm proactively manages liabilities and guides clients through financially impactful decisions.

Tax Planning for Businesses of All Sizes

The firm helps businesses at all stages, minimizing taxes and increasing revenue. For new businesses, Nitya LLC implements strategies for tax compliance and profitability. Established businesses benefit from tax plan reviews and adjustments to limit exposure and boost revenue.

Personalized Tax Plans for Individuals

For business owners, entrepreneurs, and individuals, the firm analyzes the complete financial picture to create personalized tax plans. As a trusted advisor, Nitya LLC helps clients avoid IRS scrutiny while legally minimizing tax burdens.

5.0
(5 reviews)
5.0
(1 reviews)
Fort Smith
Arkansas-licensed CPA firm providing comprehensive tax planning and preparation services for individuals and businesses. Specializes in minimizing tax liability through proactive strategies and compliance with current tax laws. …
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Services Offered by Douglas Hasley, CPA

Douglas Hasley, CPA, P.A. is licensed in Arkansas and specializes in tax planning and preparation for businesses and individuals. This company offers a wide range of services for business owners, executives, and independent professionals, focusing on both individual and business needs. The firm is professional, experienced, and affordable.

Tax Planning and Preparation

This group serves clients’ planning, preparation, and filing needs while ensuring compliance with current tax laws and regulations. They offer comprehensive tax services for upcoming returns and work with clients to maximize deductions and credits. The firm prioritizes staying current on tax law changes through regular attendance at tax seminars.

Minimizing Tax Liability

The company helps businesses and individuals pay the lowest legally permissible amount of taxes. This is achieved through year-round tax minimization strategies, not just end-of-year adjustments. Douglas Hasley, CPA actively seeks ways to reduce your tax burden.

Tax-Saving Strategies

This firm recommends strategies to grow and preserve assets, defer income, reduce taxes on income, estates, gifts, investments, and retirement distributions. The goal is to help clients keep more of their money.

Specific Strategies Employed

Several strategies are used, including income splitting among family members or entities to utilize lower tax brackets. Income and expense shifting between years is employed to optimize tax rates. The firm uses investment choices such as pension plans to defer tax liabilities and utilizes investments that generate tax-exempt income. They also help find deductions through structuring expenses, such as for vacation homes. The firm emphasizes that it works for the client, not the IRS. Many clients save significantly more than the firm’s fee through reduced tax liabilities.

5.0
(44 reviews)
5.0
(7 reviews)
Long Beach
Noble Pacific Tax Group provides proactive tax reduction strategies and advisory services for businesses and high-net-worth individuals. Services include tax planning, entity selection, investment strategies, and real estate tax strategies, minimizing tax liabilities and maximizing savings. …
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Proactive Tax Reduction Strategies for Business

The money you make is one thing, but the money you keep is another. To save you from overpaying, tax planning must be proactive and continuously adapted for changes throughout the year. This company’s services focus on proactive tax reduction.

Tax Planning & Advisory Services

This group offers tax planning and advisory services to help clients navigate the complexities of the tax landscape. The firm helps clients reduce tax liabilities, cut expenses, and upgrade accounting efficiencies. This leads to a more profitable and growth-ready business.

Our Approach to Tax Planning

Noble Pacific Tax Group offers innovative solutions to skillfully manage your money. Through regular communication and involvement in your financial functions, the firm identifies the best accounting solutions and tax strategies to improve business performance. The firm prioritizes its clients’ financial welfare.

Expertise for High-Net-Worth Individuals and Businesses

This company is a good choice for businesses, entertainment accounting, rental real estate investors, and those needing help simplifying complex financial challenges. As a boutique firm, this group prides itself on offering knowledge and a personal touch. The firm’s typical client desires highly skilled professional attention.

Tax Reduction Planning and Strategies

Are you netting $400,000+ in your business and tired of bad tax news? If you are getting crushed on taxes, you need hard-hitting tax strategies. The firm employs Certified Tax Planners with unique skills, education, and experience. They find tax loopholes, bringing clients savings at year-end. Tax advisory services are also offered for those with a net income of $100,000 or more.

Personalized Tax Plans and Strategies

Noble Pacific Tax Group develops comprehensive plans based on extensive analysis. The firm helps clients navigate complex tax laws, optimize tax-saving opportunities, and ensure compliance. This includes analyzing financial situations to ensure clients pay the least amount of taxes. Tax planning is an essential part of any financial plan.

Advanced Tax Reduction Strategies

Certified Tax Planners utilize over 400 advanced tax strategies to reduce taxes. These include entity selection, investment strategies, income and expense shifting strategies, passive loss strategies, real estate tax strategies, and legal strategies to lower tax bills. The firm proactively manages liabilities and brings tax savings at year-end. The group stays in touch with clients to guide them through financial decisions that could incur tax consequences.

5.0
(37 reviews)
Charlotte
Quartermaster Tax provides proactive tax planning and customized services to reduce tax liabilities for businesses and medical professionals. Their expert team leverages tax credits and deductions to maximize client savings, guaranteeing a return on investment. …
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Stop Overpaying Taxes

Overlooking available tax credits and deductions can cost business owners and medical professionals tens of thousands of dollars annually. Quartermaster Tax has recovered over $45,000,000 in tax overpayments since 2021, with many rebates in the hundreds of thousands of dollars. This company helps clients save thousands year after year.

Tax Planning Services

The tax code’s complexity (over 70,000 pages) makes finding all applicable deductions and credits challenging. This group’s tax experts ensure clients don’t overpay. The firm’s services don’t require changes to your business or CPA; only your profits change.

How Quartermaster Tax Works

The firm uses a three-step process: Realize – a line-by-line review of your financial situation; Reduce – creation of a personalized tax strategy; Reclaim – identification of past overpayments for potential refunds. This approach boosts your profits.

A Proactive and Customized Approach

Quartermaster Tax monitors US tax code changes for maximum savings. The company offers a turnkey approach, using proven methods without requiring lifestyle or business changes. Customized tax reduction plans are designed for each business, providing strategic and streamlined advice year-round.

Guaranteed Return on Investment

Tax planning with this company is presented as a smart investment with a guaranteed return. This group maximizes your income while ensuring compliance. The firm views effective tax planning as a risk-free financial boost, increasing savings and aligning finances with long-term goals.

4.8
(22 reviews)
4.8
(1 reviews)
Tucson
Clear View Business Solutions offers expert tax planning and compliance services for individuals and businesses. Services include maximizing deductions, tax credit assistance, and strategic tax planning to minimize tax burdens and optimize profitability. …
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A Proactive Approach to Your Financial Success

Clear View Business Solutions offers expert guidance to help businesses thrive. This company understands the challenges of navigating the U.S. tax code and aims to simplify the process for its clients. They provide a clear view of business prosperity and the path to achieve it, helping clients keep more of what they earn. Download their “Business Owner’s Essential Guide to Tax Deductions” to learn more.

Comprehensive Tax Planning Services

The firm provides comprehensive tax planning for both individuals and businesses. Their services focus on maximizing deductions and minimizing stress related to tax compliance. This includes optimizing individual tax filings to ensure all deductions and credits are claimed.

Business Tax Planning Expertise

For businesses, Clear View Business Solutions addresses unique challenges such as payroll and sales taxes, along with industry-specific obligations. They help develop tailored tax strategies to reduce tax burdens and boost profitability. Tax credit assistance is also offered to significantly lower tax bills.

A Dedicated and Collaborative Team

This group boasts over 20 years of experience serving hundreds of business owners. Their team combines financial expertise with proactive communication. The firm prioritizes helping each client achieve results and enjoys the process along the way.

Client Focused Approach

The company’s process begins with a consultation to understand clients’ goals and challenges. They then collaboratively design a customized strategy and optimize communication. The ultimate goal is to empower clients to achieve their financial goals and enjoy a clear view of their business prosperity. Schedule a consultation to focus on your core business without tax-related concerns.

3.9
(18 reviews)
3.9
(9 reviews)
Tulsa
Provident CPAs PLC offers proactive tax planning and business growth strategies for high-income earners ($150K+). Services include tax minimization, cash flow management, exit planning, and succession planning, utilizing a personalized membership program with business advising and investment opportunities. …
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A Proactive Approach to Your Financial Success

Provident CPAs PLC’s strategies create value and often provide a 1,000-2,000% return on investment. This begins with tax planning, then expands to assessing the business’s financial and operational health, ultimately culminating in exit planning. The firm prioritizes keeping more of your hard-earned money.

Comprehensive Tax Planning Services

The firm’s Strategic Wealth Systemâ„¢ is an eight-step process designed for proactive tax savings and retirement planning. This company’s Strategic Blueprint aims to save clients at least ten times its cost in taxes. Services include tax burden reduction, cash flow management, and retirement planning assistance.

Minimizing Your Tax Burden

Provident CPAs PLC helps clients minimize their tax burden and achieve financial independence. This group works exclusively with high-income entrepreneurs, professionals, executives, and investors earning over $150,000 in taxable income. The firm is passionate about ensuring clients don’t pay unnecessary taxes.

Succession and Exit Planning

The firm assists business owners with succession planning, including determining exit strategies and contingencies. This company helps with buy/sell agreements, retirement preparation, business sales, estate planning, tax reduction at death, and intergenerational transition plans. They act as the quarterback for your team, coordinating with financial advisors and s.

Long-Term Tax Strategies and Growth

Provident CPAs PLC helps companies manage the increased tax burden associated with growth. They offer strategies such as Employee Stock Ownership Plans (ESOPs) for tax benefits and succession planning. The firm also advises on cost-saving measures like establishing captive insurance companies to lower costs and access tax benefits.

Parallel Tax LLC provides comprehensive tax services for individuals and businesses, including preparation, planning, and compliance. Specialties include estate & trust taxes, cryptocurrency accounting, and tax relief. They offer proactive strategies to maximize deductions and minimize tax liability. …
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A Proactive Approach to Your Financial Success

Parallel Tax LLC prioritizes its clients’ financial success. This company helps individuals and businesses with planning, preparation, and filing, ensuring compliance with current tax laws and regulations. The firm works with clients to maximize deductions and credit opportunities for upcoming tax returns. This proactive approach focuses on securing a secure financial future for each client.

Comprehensive Tax Planning Services

The firm offers comprehensive tax services, including individual and business tax preparation. This group understands that developing a strong relationship is crucial for successful business tax preparation. They aim to help clients avoid penalties and fees, maximizing profitability. Tax planning is central to legally reducing tax liability, going beyond simple compliance to actively recommend tax-saving strategies.

Expertise in Estate and Trust Tax Preparation

Parallel Tax LLC possesses expertise in estate and trust tax services. The firm’s professionals are experienced in all aspects of trust and estate administration, including the unique tax and accounting issues involved. This specialized knowledge ensures accurate and efficient handling of complex tax returns for trusts and estates.

Specialized Services

This company offers specialized services such as cryptocurrency accounting services, navigating the complex rules surrounding cryptocurrency reporting and taxation. They also provide tax relief services, assisting clients in resolving tax problems and dealing with IRS issues efficiently, affordably, and discreetly.

Client-Focused Strategies for Financial Success

Parallel Tax LLC helps clients set up record-keeping systems, develop year-round tax planning strategies, adjust paycheck withholding, and utilize tax-deferral options like pension and retirement plans. They also advise on investments that produce tax-exempt income, ensuring that clients benefit from every available tax credit and deduction. The firm is dedicated to helping clients retain more of their hard-earned money.

5.0
(114 reviews)
5.0
(1 reviews)
Greenfield
Hammernik & Associates provides proactive tax planning and consulting services for small businesses, real estate investors, and high-net-worth individuals. Services include financial planning, business strategy, and risk management, aiming to minimize tax liabilities and maximize financial potential. …
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A Proactive & Holistic Approach to Tax Planning

Hammernik & Associates offers proactive and holistic tax planning and consulting services for business owners, real estate investors, and high-net-worth individuals. This company aims to help clients maximize their potential, grow their business, and legally minimize their tax burden. The firm combines proactive planning with a virtual family office experience.

Comprehensive Tax Planning Services for Individuals and Businesses

This group provides personal planning focusing on financial planning, investments, retirement, social security, college expenses, safe money options, and advanced planning. Personal tax reduction, asset protection, and legacy planning are also key areas of expertise. Trust, estate, and charitable planning, along with insurance and risk management, are offered. For businesses, the firm offers services including business strategy, direction, growth, leadership skills, culture and accountability, succession planning, and business finance and cost reduction.

Specialized Expertise in Business and Estate Planning

The firm offers assistance with business financing options, reducing operational costs, implementing business tax strategies, and managing business risks. Buy-sell agreements, key man coverage, property and casualty insurance, and employee benefits are also addressed. Additionally, this company assists with reducing health costs, improving employee retention, and establishing employee retirement plans.

Understanding the Value of Tax Planning

Hammernik & Associates emphasizes the difference between tax preparation and tax planning. This company helps clients keep more of their hard-earned money through proactive tax planning strategies. The firm specializes in assisting small businesses in reducing their tax liability and increasing profits. This approach goes beyond simple tax return preparation; the firm strives to help clients achieve their overall financial goals.

Leveraging Tax Expertise for Optimal Results

The firm’s tax professionals help clients who own their own businesses, own real estate, or manage investments to take advantage of every legal deduction, credit, loophole, and strategy available. The company develops unique tax savings plans tailored to individual client needs. Hammernik & Associates helps clients avoid overpaying taxes by proactively planning throughout the year, rather than reacting after the fact.

(CTC, CTP, CTS, EA )
4.8
(105 reviews)
4.8
(15 reviews)
Burlington
DualVision Inc. provides comprehensive tax services for individuals and businesses, including preparation, planning, and problem resolution. They specialize in tax-saving strategies to minimize liability and maximize after-tax income. …
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Proactive Tax Planning and Minimization

DualVision Inc. prioritizes proactive tax planning to legally reduce your tax liability. This company goes beyond simple compliance, actively recommending strategies to maximize your after-tax income. The firm’s commitment to minimizing your tax burden extends throughout the year, not just at tax time.

Individual and Business Tax Preparation Services

DualVision Inc. offers comprehensive tax preparation services for both individuals and businesses. For individuals, the firm helps ensure you benefit from professional tax preparation. For businesses, this group builds relationships to understand your operations and ensure compliance, minimizing penalties and maximizing profitability.

Addressing Tax Problems and IRS Issues

This company assists clients in resolving tax problems and navigating IRS issues. DualVision Inc. prides itself on efficient, affordable, and discreet service to help alleviate the stress associated with tax complications.

Tax Savings Strategies and Expertise

DualVision Inc. employs numerous tax-saving strategies. These include income splitting, income/expense shifting, utilizing tax-deferred investments, employing tax-exempt investments, and identifying tax deductions. The firm continuously updates its expertise by attending regular tax seminars to stay abreast of current tax laws and regulations. Many clients save significantly more than the fees charged through this company’s planning and strategies.

Asset Protection and Wealth Growth Strategies

The firm’s tax planning strategies focus on asset growth and preservation. This includes deferring income for future tax advantages, reducing taxes on various income streams (income, estate, gifts, investments, and retirement distributions), and enabling more effective charitable giving.

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