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 Massachusetts

4 Tax Strategists found
4.3
(6 reviews)
Braintree
CPA Services of New England provides meticulous accounting and comprehensive tax services for businesses and high-net-worth individuals. They offer expert tax planning, preparation, and financial strategies, utilizing experience and technology to ensure compliance, maximize deductions, and support client financial success….
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Meticulous Accounting and Tax Services

CPA Services of New England proudly supports businesses and high-net-worth individuals from Braintree with meticulous accounting and tax services. This group combines decades of experience with modern technology to provide highly detailed and efficient services. Their certified public accountants are passionate about helping clients build a firm financial foundation.

Tailored Support and Compliance

The firm welcomes businesses and individuals seeking to grow and maintain tax compliance through savvy financial strategies. Clients can trust they will be treated with respect, regardless of the offerings selected. Whether clients need full accounting services or wish for the firm to work with their existing accountant on tax returns, the team possesses the skills and insight to help.

Comprehensive Tax Planning for Financial Success

CPA Services of New England handles both individual and business planning, preparation, and filing needs, ensuring compliance with continuously changing tax laws and regulations. They offer comprehensive tax services for upcoming returns and will work proactively with clients to plan ahead. This approach aims to maximize appropriate deductions and credit opportunities.

Proactive Strategies to Lower Your Tax Bill

Many individuals and businesses feel their tax bill is too high, but this doesn’t have to be the case. When working with an accounting firm like this, financial success becomes a priority, going beyond just filling out forms at tax time. The firm focuses on understanding client needs to help plan for a secure future.

Key Planning and Optimization Methods

Based on careful analysis, the team ensures clients take every deserved tax credit and deduction on their returns. They assist in setting up recordkeeping systems that meet IRS requirements. The firm works with clients all year long, not just at tax time, to develop tax planning strategies designed to lower overall tax bills.

This company reviews and adjusts paycheck withholding to accurately reflect tax situations, allowing clients to keep more of their money rather than giving the IRS a free loan. They also help clients understand how to defer tax liabilities through pension plans, retirement contributions, and similar plans. Additionally, CPA Services of New England ensures clients take advantage of certain investments to produce tax-exempt income, whether federal, state, or both.

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.

Heather L Denehy CPA PC is a full-service accounting firm in Northeastern Massachusetts. Serving individuals and small businesses, they provide expert tax preparation, proactive tax planning, accounting, and financial consulting services. Their offerings include incorporation services and QuickBooks accounting, focusing on minimizing tax liability and fostering client financial success….
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A Full-Service Approach to Financial Success
Heather L Denehy CPA PC is a full-service Accounting firm, addressing the tax, accounting, and consulting needs of individuals and small businesses across Northeastern Massachusetts. This company aims to achieve a perfect balance between small, local, attentive service and professional experience and expertise.

The firm believes that active listening forms the bedrock of a lasting client relationship, built on trust and respect. Its primary goal is to provide financial leadership, guidance, and actionable advice designed to help clients grow their businesses and achieve greater success.

Extensive Experience and Dedicated Client Support
With over 30 years of exclusive experience serving small businesses and individuals, this group has successfully guided small and mid-sized businesses to grow and thrive. They achieve this by helping clients make sound decisions and avoid costly mistakes. For individual clients, the focus is on minimizing tax liability, building wealth, and planning for a secure financial future.

Heather L Denehy CPA PC extends a confidential consultation to new clients located throughout Northeastern Massachusetts.

Comprehensive Accounting and Tax Planning Services
Featured accounting services offered by the firm include Financial Consulting, Incorporation Services, QuickBooks Accounting, and Small Business Accounting. They also specialize in Tax Planning Services and Tax Preparation Services.

As your CPA firm, Heather L Denehy CPA PC consistently prioritizes clients’ best interests in tax planning. The firm remains well-versed in the newest tax legislation, ensuring clients never pay more than their legal obligation. Their hard-hitting tax strategies are reliable, legal, and effective for new businesses, small businesses, and individual taxpayers.

Proactive and Strategic Tax Planning
In today’s ever-evolving tax environment, the firm advocates for proactive rather than reactive tax planning. They collaborate with clients year-round to develop and refine personalized tax plans. For new businesses, the firm identifies optimal structures for maximum tax savings and quicker profitability.

For established businesses, this group analyzes finances to control tax exposure, identify available deductions and tax credits, and limit tax burdens as the business expands. Individuals receive recommendations on various techniques to maximize after-tax income, putting more cash into their wallets. Specific services include minimizing taxes for small businesses, income tax planning for individuals, alternative minimum tax planning, multi-state tax compliance, and succession planning.

Trusted Tax Coaching Expertise
Certified Tax Coaches at Heather L Denehy CPA PC are dedicated to saving taxpayers money through proactive planning. When clients work with a tax coach, they can be confident that their best interests are always paramount in recommendations to lower their tax burden. The methods employed are legal and effective, as the coaches are bound by their Code of Ethics as Certified Tax Coaches.

(CTC, CTP, CTS, CPA )
5.0
(61 reviews)
5.0
(5 reviews)
Boston
Anomaly CPA provides virtual CPA services and year-round tax strategies for high-growth businesses. Services include comprehensive financial reviews, customized tax planning, implementation, and ongoing monitoring, resulting in an average client ROI of 250%. …
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A Proactive Approach to Your Financial Success

Anomaly CPA offers virtual CPA services and innovative tax strategies to unlock your business potential. This company provides customized solutions to take control of your finances and propel your business forward. Their approach emphasizes maximizing your potential through strategic tax planning, going beyond simple research and planning to include implementation tools and resources. The firm is dedicated to helping you make the most of every tax opportunity.

Comprehensive Tax Planning Services

This group offers year-round tax strategy and implementation, deviating from the norm. They maximize every dollar with strategic tax planning, recognizing the importance of each dollar for entrepreneurs. Anomaly CPA’s robust network of professionals specializing in business, investing, and law ensures comprehensive service. If a strategy cannot be implemented internally, they quarterback execution with trusted external partners.

Tailored Solutions for Proactive Financial Management

The firm provides tailored tax solutions for proactive financial management. They empower clients to control their tax journey through a comprehensive review and planning process. Anomaly CPA’s team delivers high-impact, proactive tax strategies customized to your unique situation. Their approach includes identifying, implementing, and reporting actionable tax strategies.

Exceptional ROI and a Satisfaction Guarantee

Anomaly CPA boasts an award-winning tax planning and advisory team. This team leverages every available tax strategy to minimize your tax liability. The firm views your annual tax return as a report card for plan execution. Their Advanced Tax Strategy Advisory has delivered an average client ROI of 250%+ based on IRS-filed results across various industries.

Ideal Clients and Core Responsibilities

Business owners, real estate investors, high-growth startups, and high-net-worth individuals will benefit from this company’s tax planning services. A tax strategist at Anomaly CPA begins with a comprehensive financial review. They identify tax-saving opportunities, develop and implement tailored strategies, and monitor and adjust the plan as needed. Accurate and strategic tax reporting is a core responsibility, as is educating clients and maintaining open communication.

Frequently Asked Questions

Anomaly CPA’s unique approach integrates year-round strategic planning and implementation, maximizing every tax opportunity. Their services benefit business owners with consistent profits, real estate investors, high-growth startups, and high-net-worth individuals. Clients experience an average ROI of 250%, backed by a satisfaction guarantee. Tax strategy services start with a $4000 investment and an ongoing subscription of $400/month.

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