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
Tax Planners in Georgia
5 Tax Strategists found
Rathel’s Accounting Service: A Partner in Profitability
Rathel’s Accounting Service offers expert, human accounting support dedicated to helping business owners achieve growth. Small business owners who have yet to engage a top-notch accountant may not have the clearest overall picture of their operations. This firm utilizes an experience-based system designed to help clients shift their business towards a profit-first mindset.
The professionals at Rathel’s Accounting Service stay continually up-to-date with changing tax laws and significant life events, such as the birth of a child, starting a new business, purchasing a new home, or receiving an inheritance. As an Enrolled Agent, this group adheres to strict ethical standards and professional conduct codes established by the IRS. The firm also provides its website as a resource for the latest tax law changes and planning strategies.
Minimizing Your Tax Burden Through Strategic Planning
A core offering of Rathel’s Accounting Service is proactive tax planning, focused on shrinking your yearly tax burden and minimizing IRS liability. Their proprietary plan is developed by tax planning professionals who master the nuances of tax law, complex tax codes, and stay current on changes that will affect clients’ tax returns throughout the year. Planning is recognized as the key to valuable tax savings, helping clients plan for greater income.
This group strives to ensure its clients pay the least amount of taxes allowable by law. They achieve this by implementing tax savings strategies throughout the year that benefit clients continuously. These strategies help individuals and businesses look for ways to actively minimize their tax burden.
For instance, Rathel’s Accounting Service can assist clients in moving income into lower tax brackets by splitting income among family members or legal entities. They can also help shift income and/or expenses to different years to take advantage of lower rates. Further strategies include deferring or avoiding tax liability through certain investment options, both federally and at the state level, and even increasing tax deductions through specific purchases.
Comprehensive Benefits of Proactive Tax Strategies
These detailed tax-saving strategies help clients benefit from the growth and savings of their own assets by keeping them out of the government’s hands. Clients can reduce taxes on investments to grow their money quicker and keep more of what they make by reducing their taxed income. Deferring income allows clients to keep their money now and pay taxes later.
The firm also assists with understanding estate taxes and planning, ensuring families retain more of what is earned. They guide clients in giving money while reducing taxes to maximize giving potential. Additionally, Rathel’s Accounting Service helps plan for retirement in ways that best benefit the client rather than the IRS.
When clients engage Rathel’s Accounting Service, they are investing in a tax planning service designed to pay them back. Most clients experience significant tax burden relief, coupled with time saved and peace of mind. The fees for these services are often recouped through the reduced tax liability clients enjoy as a direct result of the firm’s legitimate planning and tax savings strategies.
Additional Accounting and Financial Services
Beyond comprehensive tax planning, Rathel’s Accounting Service offers several other vital services. This includes expert tax preparation, ensuring clients stop missing out on potential deductions that could lead to significant savings. They also provide support for Offers in Compromise, which could be the necessary solution for specific financial situations.
The firm offers reliable payroll services, helping businesses avoid potential red flags with the IRS that can arise from scrimping on this critical function. Finally, clients can benefit from QuickBooks services, designed to save both time and money.
A Proactive Approach to Tax Planning
Many small business owners find tax season daunting, often seeing a large portion of their profits and income go to the IRS. Prosperl CPA offers a solution to this common pain point, distinguishing itself from average CPA firms. This Atlanta, GA firm attends special training to create personalized tax strategies that can save clients across the United States thousands of dollars.
Unlike traditional tax preparers who focus solely on putting numbers in boxes, Prosperl CPA is highly educated in proactive tax planning techniques. This firm specializes in finding real tax savings for small business owners, entrepreneurs, and high net worth individuals. They show clients how to take full advantage of federal and state-level tax credits, deductions, and legal loopholes, ensuring a reduction in tax obligations.
Specialized Tax Expertise and Certifications
Prosperl CPA’s advanced education as a Certified Tax Coach provides the team with specialized skills to mitigate tax obligations. This expertise helps boost clients’ personal income and increase the profitability of their businesses. The group constantly studies the tax code and develops new techniques to leverage every legal means available, saving clients the most money on their taxes.
This company’s tax professionals are adept at helping businesses minimize tax liability and capitalize on all available state and local tax incentives. They provide advanced tax reduction strategies for entrepreneurs and real estate investors, serving as an intuitive financial partner. This includes strategic planning to save both time and money when tax time comes.
Comprehensive Tax Strategy Development
Prosperl CPA offers customized plans designed to meet the unique needs and financial challenges of every individual and business. Their process for reducing taxes begins with a comprehensive tax strategy, which serves as a roadmap to lowering tax burdens and increasing wealth. This involves an initial discussion about financial situations, followed by a brief questionnaire and a review of past tax returns.
Using this collected information, the firm conducts extensive research over a couple of weeks to explore various options for tax reduction. The findings are then delivered as a personalized Tax Strategy. This proactive planning is crucial for small business owners who aim to pay the lowest possible taxes, understanding that last-minute efforts cannot achieve the same results.
Tailored Tax Solutions for Diverse Clients
Prosperl CPA is dedicated to saving clients the most money on taxes, with services best suited for individuals making $250,000 or more. As a Certified Tax Coach with special training in high net worth tax planning, this Atlanta, GA CPA firm has years of experience creating personal tax solutions. They primarily work with business owners and entrepreneurs, showing them how to utilize legal tax loopholes and deductions to dramatically reduce taxes.
The firm’s proven methods also enable doctors and dentists to pay the lowest amount of tax possible, increasing their personal wealth. High net worth individuals receive empowerment to decrease taxable income, minimize the risk of an audit, and achieve long-term financial goals. Additionally, Prosperl CPA specializes in helping real estate investors plan their tax strategies effectively.
A Trusted Financial Partnership
When clients sign on with Prosperl CPA, the firm strives to build a longstanding relationship as a personal tax advisor. Clients can count on them to be courteous and responsive when they have tax questions and financial concerns. This group consistently looks out for its clients’ best financial interests.
Prosperl CPA makes it its business to constantly revise and update tax strategies as tax laws change. This ensures clients remain compliant with new regulations and consistently achieve the best tax savings possible. They welcome the opportunity to provide strategic planning, guiding clients past financial obstacles and allowing them to focus on running their business.
Empowering Tax Savings Strategies
Abundant Returns Tax Service empowers clients with tax savings strategies through a hands-on approach. The firm uncovers savings opportunities often overlooked by other experts, helping clients pay less in taxes. This company aims to reduce financial burdens and improve lifestyles by optimizing tax strategies, allowing clients to keep more of their hard-earned money.
This group navigates the complexities of tax planning, providing peace of mind so clients can focus on what matters most. Abundant Returns Tax Service emphasizes not just making money, but also keeping it, growing it, and building a legacy. Many power players pay more in taxes than necessary, but the firm believes in the potential to pay significantly less, translating to more money and future power.
Comprehensive Tax Planning
The core offering is a forward-thinking “Pay Zero Tax Plan,” which goes beyond standard tax preparation. These IRS-approved strategies are designed to legally minimize tax obligations and maximize what clients retain. It involves making intentional, year-round moves across income, business, and investments, utilizing the same tax code strategies employed by the wealthy. The key difference, the firm notes, is having a plan.
Through comprehensive tax planning, this service uncovers all opportunities within the IRS tax code to minimize tax liability. The goal is to ensure the client’s business supports their personal finances, including their car, travel, retirement, and family needs. The firm doesn’t just crunch numbers; it taps into a client’s entire financial world, considering business structure, income flow, investments, lifestyle, and long-term goals.
How Abundant Returns Tax Service Delivers Results
This company creates custom plans with actionable strategies for real-life application, all year long. This process may involve restructuring business entities like LLCs or S-Corps, shifting income flow, moving assets to lower-tax environments, or reorganizing business operations. Additionally, the firm focuses on maximizing deductions, reducing Adjusted Gross Income (AGI), and utilizing every available credit.
The firm highlights real tax strategies that lead to game-changing results, emphasizing that these are 100% legal, IRS-backed methods used by the wealthy. Examples include the Augusta Rule, which allows clients to rent their home to their business for tax-free income and a write-off. Other strategies include vehicle write-offs by leasing a car to the business, paying children to lower tax bills, and deducting business travel expenses. The firm also assists with reorganizing businesses to redirect income and maximize deductions and credits.
Who Can Benefit from Strategic Tax Planning
Abundant Returns Tax Service caters to business owners, hustlers, power players, and entrepreneurs who are making moves and building wealth. This strategic tax planning isn’t exclusively for the ultra-wealthy. It’s designed for anyone looking to maximize profits, protect assets, take care of their family, and stop overpaying the IRS.
If you are playing the long game, making money moves, and ready to build a legacy, a Pay Zero Tax Plan is tailored for you.
What to Expect with a Pay Zero Tax Plan
A Pay Zero Tax Plan provides a framework for making bold moves and protecting one’s legacy, helping clients avoid leaving money on the table. Clients receive a fully customized tax strategy aligned with their specific goals and endeavors. The plan includes paperwork services for bookkeeping, tax returns, and contracts.
Entity restructuring (such as LLC or S-Corp) is provided if needed, along with quarterly check-ins to maintain strategy effectiveness. Clients also gain year-round access for power moves or quick pivots, supported by a team of CPAs, Enrolled Agents, and financial professionals. All strategies come with IRS-backed documentation.
Additional Financial Services
Beyond advanced tax planning, the firm offers comprehensive tax preparation services. This ensures accurate filings while maximizing deductions and credits, efficiently handling taxes to help clients keep more of their money.
The company also provides business consulting services. These services help optimize operations and maximize growth, developing strategies that drive success and improve the client’s bottom line.
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.
A Proactive Approach to Your Financial Success
Distinct Tax Consulting Group, LLC helps clients achieve financial goals through tailored tax planning, strategy, and advisory. This company uses a four-phase approach: understanding goals, analyzing past financial data, reviewing the tax transformation journey, and creating a customized strategy. The firm empowers clients to control their tax situation and unlock potential savings. This group transforms tax circumstances for financial success.
Comprehensive Tax Planning Services
Distinct Tax Consulting Group, LLC offers strategic tax planning, comprehensive tax compliance, and proactive tax maintenance. Knowledge-based tax planning and projections provide financial advantages for business and personal clients. The firm provides up-to-date, professional tax information. This company’s staff keeps track of important business records accurately.
Addressing Common Tax Challenges
High tax burdens, cash flow constraints, navigating business changes, missed savings opportunities, compliance concerns, aligning financial and tax strategies, and planning for business expansion are all challenges this company addresses. The firm helps clients avoid penalties and audits. Distinct Tax Consulting Group, LLC assists with retirement and estate planning.
Expertise and Experience
As Enrolled Agents, Certified Tax Strategists, and Certified Public Accountants, the firm delivers premium services in all 50 states. This group specializes in business tax planning, tax compliance, advisory and consulting, and accounting. The company is committed to providing outstanding, specialized, and individualized solutions. The firm’s team has over 30 years of combined expertise.
Specialized Services Offered
Distinct Tax Consulting Group, LLC provides a range of services. These include tax notice response, reasonable compensation analysis, quarterly fixed asset depreciation, quarterly QuickBooks review, tax reduction planning, tax projection, and tax preparation. The firm also offers tax account monitoring, quarterly tax deadline reminders, and unlimited email, text, and chat support.