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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Targeted Tax Payers

Tax Planners in Arizona

3 Tax Strategists found
5.0
(7 reviews)
5.0
(2 reviews)
Phoenix
Gaylor Tax Services, LLC provides strategic tax planning, preparation, and compliance for individuals, businesses, trusts, and estates. Services include IRS representation, entity selection, and estate planning, focusing on minimizing tax liabilities. They specialize in solutions for business owners and charitably-inclined individuals….
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A Proactive Approach to Your Financial Success
Gaylor Tax Services, LLC positions itself as a strategic tax-matters advisor, guiding clients from initial planning through to preparation. This firm specializes in finding effective tax solutions, particularly for business owners and charitably-inclined individuals. The goal is to implement tax-saving strategies, ensuring clients pay the lowest legally allowed amount in taxes and retain more of their hard-earned money.

Comprehensive Tax Planning Services
This company provides individualized strategic tax recommendations, focusing on a quantified return on investment and offering long-term and year-end tax projections. Tax planning extends beyond current year liabilities, necessitating ongoing maintenance within an ever-changing legislative landscape. Skillful planning and consideration are essential to navigate tax complexities effectively.

Efficient Tax Compliance and Preparation
Beyond strategic planning, the firm offers comprehensive tax compliance services. These include individual income tax preparation, corporate/partnership tax filing, and trust/estate tax filing. This ensures accurate preparation, filing, and compliance, aiming to save clients the highest amount possible from their hard-earned money.

Specialized Advisory and Resolution Services
Gaylor Tax Services, LLC serves as a trusted resource for IRS representation, assisting with IRS and state notice issues, audit representation, and tax debt resolution. The group also provides expert guidance in trust and estate planning, offering trustee/executor advisory services and clear explanations regarding distributions. Additionally, this company advises on entity selection and restructuring, covering business start-up analysis, entity structure review, and ownership planning.

A Dedicated and Collaborative Team
For years, this firm has delivered quality, personalized financial guidance to local individuals and businesses. Gaylor Tax Services, LLC is recognized as one of the leading firms throughout the Phoenix metropolitan area. Combining expertise, experience, and a team mentality, the staff assures that every client receives close analysis and attention. Their dedication to high standards, hiring of seasoned tax professionals, and strong work ethic are key reasons their client base returns year after year.

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.

4.9
(74 reviews)
Mesa
BOSS Advisors PLC provides integrated business and tax advisory services for professionals, including strategic tax planning, IRS audit protection, and entity structuring. They also offer a referral network for complementary business services. …
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Business Lawyers and Tax & Accounting Professionals

BOSS Advisors PLC offers tax and accounting advice under the direction of business lawyers. The firm also includes charitable advisors supporting business owners and real estate investors’ philanthropic efforts. This company provides a referral network of trusted advisors for various business needs, including lenders, financial advisors, insurance representatives, web developers, and marketing teams. Their goal is to help businesses grow and scale.

Client Focus

This group helps professionals grow their practices into successful businesses. Their clientele includes lawyers, financial advisors and accountants, real estate professionals, healthcare providers, and charities and foundations. This diverse client base demonstrates the breadth of BOSS Advisors PLC’s expertise.

Tax Planning Services

BOSS Advisors PLC offers strategic tax planning with custom strategies and subscription support for business owners. They also handle business and individual tax preparation and provide IRS audit protection. The firm emphasizes proactive tax planning, comparing it to having a blueprint before building a home.

Strategic Tax Planning Detail

Their strategic tax planning services include a comprehensive review of your tax situation, followed by a detailed plan. This plan outlines strategies to optimize tax savings, covering areas such as entity structuring, business use of home, employing family members, real estate tax benefits, and many more specialized areas. These strategies aim to minimize tax burdens and maximize financial benefits.

Additional Services Offered

The firm’s services encompass real-time tax advice, litigation support (implied by “litigation graphic” in the source text), depreciation planning, tax-loss harvesting, QBI optimization, retirement tax planning, healthcare tax benefits, charitable giving, tax-advantaged investments, business and personal tax credits, multi-state tax planning and compliance, and captive insurance analysis. This extensive list highlights the comprehensive nature of their offerings.

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