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
Targeted Tax Payers

Tax Planners in Colorado

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

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

Strategic and Year-Round Tax Management

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

Maximizing Benefits from the Tax Code

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

Advanced Certified Tax Coach Strategies

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

Dedicated to High Net Worth Clients

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

Serving Business Owners and Entrepreneurs

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

Supporting Medical Professionals

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

Assisting Real Estate Investors

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

4.6
(10 reviews)
Monument
Incline Accounting, LLC provides strategy-focused tax, accounting, and bookkeeping services. They specialize in tax planning and optimization, minimizing tax liabilities through strategies like income deferral and capital gains harvesting, benefiting high-income earners. …
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Minimize Your Tax Liability and Grow Your Business

Incline Accounting, LLC offers strategy-focused tax, accounting, and bookkeeping services designed to help you minimize your tax bill and cultivate a profitable business. This company helps clients learn how to legally pay the lowest possible tax bill, freeing up funds for other business needs.

Proven Tax Reduction Strategies

The firm provides money-saving tax strategies and implementation guidance. Incline Accounting helps unlock hidden tax savings and stop overpayment to the IRS. They note that many high-income earners overpay taxes by at least $20,000 annually.

Comprehensive Tax Planning and Optimization

This group offers personalized strategies to minimize current and future tax liabilities. Services include income deferral or acceleration planning, capital gains and loss harvesting, and tax-efficient investment and retirement strategies. Charitable giving and philanthropy planning are also available.

5.0
(2 reviews)
Castle Rock
The Fort CPA Group provides comprehensive tax planning and preparation services, including estate and trust tax planning, to help clients minimize tax liabilities and achieve long-term financial security. Services encompass tax credit/deduction maximization, recordkeeping, year-round tax planning, and wealth preservation strategies. …
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A Proactive Approach to Your Financial Success

Many people believe their tax bill is too high. The Fort CPA Group prioritizes your financial success, ensuring your taxes don’t need to be a burden. This company helps you achieve financial success.

Comprehensive Tax Planning Services

Tax preparation is more than just filling out forms. The firm understands client needs and helps plan for a secure future. This involves analyzing your situation to maximize tax credits and deductions. This group also helps you establish proper recordkeeping and develops year-round tax planning strategies.

This company reviews and adjusts paycheck withholding to optimize your income and helps defer tax liabilities through various investment and retirement strategies. They also assist in utilizing investments to generate tax-exempt income at the federal, state, or both levels.

Expertise in Estate and Trust Tax Preparation

Estate and trust tax preparation is crucial for managing your financial future and protecting your assets. This is important for everyone, particularly those with spouses, children, or business ownership. The firm helps develop estate and trust plans that protect wealth and minimize tax burdens for you and your family.

Protecting your assets ensures financial security for your loved ones. The Fort CPA Group possesses the specialized knowledge and expertise needed for estate planning and trust tax return preparation.

A Dedicated and Collaborative Team

The firm’s tax and accounting professionals have extensive experience assisting clients. They collaborate with investment advisors, s, and other financial professionals to create long-term estate plans. The company stays current on tax law changes affecting estate and trust preparation.

Specialized Services

The Fort CPA Group’s estate and trust tax services include allocating assets, reviewing estate plans to meet financial goals, gift tax returns and strategies, business succession planning, trust administration, trust income tax returns, and estate tax returns.

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