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 New York

6 Tax Strategists found
5.0
(10 reviews)
Brooklyn
Atlantax Group LLC provides international tax planning and compliance for businesses and high-net-worth individuals. Services include global tax minimization strategies, entity selection, transfer pricing, corporate and expatriate tax returns, and cross-border investment planning. They assist clients worldwide with U.S. and foreign tax regulations….
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International Tax Planning and Compliance Expertise
Atlantax Group LLC specializes in international tax planning and compliance, offering distinctive tax strategies for organizations operating internationally. The firm possesses special insight into how U.S. and non-U.S. tax laws can affect a company’s bottom line and assists with related compliance issues. For individuals and families with international wealth, this group advocates careful, proactive tax strategies to ensure compliance while maximizing savings.

Strategic Tax Solutions for Businesses
For organizations, Atlantax Group LLC’s international tax planning services help ensure the selection of the correct tax structure. This approach aims to realize the greatest tax savings now and in the future. The firm assists businesses in optimizing their global tax rate, maximizing opportunities for tax savings, and fostering confidence in smart business decisions. This company works with businesses around the world, including those based in Puerto Rico, Brazil, Argentina, and Europe.

Comprehensive Business Tax Services
The range of international tax planning services for businesses includes:
– Corporate tax returns
– Global tax minimization strategies
– Entity selection and tax classification
– Transfer pricing consulting
– Accounting and auditing for multi-jurisdictional operations
– Export incentive planning
– Foreign tax credit planning
– U.S. and foreign tax incentive programs
– Foreign national and expatriate individual tax returns
– Repatriation planning
– Debt and equity rules
– Business acquisitions and divestiture
– International estate and asset protection planning
– Representation with tax authorities
– Indirect tax (VAT, withholding tax, GST, other duties)
– Cross border real estate investments

Personalized Tax Planning for Individuals
Atlantax Group LLC understands that each family or individual has unique needs, and takes the time to understand how various elements can affect their money. The firm examines personal taxes, business dealings, and any foreign investments to devise a plan that minimizes the effective global tax rate. Whether a U.S. citizen working abroad, a foreign citizen working in the U.S., or an individual with foreign investments, this group provides insight into all available options. This company has tax planning and advisory experience in the United States, Canada, and Europe.

Specialized Individual Tax Services
International tax services for high net worth individuals provided by Atlantax Group LLC include:
– Global tax minimization strategies for individuals
– Foreign tax credit planning for expats
– US and foreign tax incentive programs
– U.S. expatriate tax returns
– Repatriation planning
– Business acquisitions and divestiture
– International estate and asset protection planning
– Representation with tax authorities
– Indirect tax (VAT, withholding tax, GST, other duties)
– Cross border real estate investments

4.8
(20 reviews)
4.8
(2 reviews)
Hawthorne
RONALD A MERMER, CPA, PC delivers comprehensive financial services and expert tax planning. Serving individuals, businesses, and agencies, the firm offers proactive tax-saving strategies, compliance, and insightful advice to empower informed financial decisions and maximize after-tax income….
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RONALD A MERMER, CPA,PC: A Foundation of Professionalism and Quality
RONALD A MERMER, CPA,PC provides outstanding service to its clients due to a dedication to three core principles: professionalism, responsiveness, and quality. These underlying tenets guide every aspect of the firm’s client interactions and service delivery.

Dedicated Client Service and Expertise
This firm stands as one of the leading establishments in its area. By combining its expertise, experience, and the energy of its staff, RONALD A MERMER, CPA,PC ensures that each client receives close personal and professional attention.

The high standards, service, and specialized staff of this group differentiate its outstanding performance from other firms. The company ensures that every client benefits from the comprehensive expertise of its entire team.

Responsive Support and Broad Financial Services
RONALD A MERMER, CPA,PC is highly responsive to client needs. Companies choosing this firm rely on competent advice and fast, accurate personnel for their financial matters. The firm provides total financial services to individuals, large and small businesses, and other agencies.

Client referrals have significantly fueled this company’s growth in recent years. Through hard work, this group has earned the respect of the business and financial communities, which illustrates its diverse talents, dedication, and ability to respond quickly.

Upholding High Standards and Continuous Improvement
An accounting firm’s reputation is built on the quality of its service, and this firm’s standing reflects the high standards it demands of itself. The primary goal of RONALD A MERMER, CPA,PC as a trusted advisor is to be available to provide insightful advice, enabling clients to make informed financial decisions.

The firm is committed to continually educating itself professionally. This dedication improves its technical expertise, financial knowledge, and service to clients, ensuring the delivery of exceptional results.

Proactive Tax Planning for Maximum Savings
Strategic planning is the key to successfully and legally reducing tax liability. RONALD A MERMER, CPA,PC goes beyond basic tax compliance by proactively recommending tax-saving strategies designed to maximize clients’ after-tax income.

This company prioritizes enhancing its mastery of current tax law, complex tax codes, and new tax regulations by regularly attending tax seminars. Both businesses and individuals benefit from paying the lowest amount of taxes allowable by law, as the firm continuously seeks ways to minimize taxes throughout the year, not just at year-end.

Strategies to Grow and Preserve Your Wealth
RONALD A MERMER, CPA,PC recommends various tax-saving strategies specifically designed to help clients grow and preserve assets by minimizing their tax burden. These strategies include deferring income, allowing clients to retain their money longer and pay less taxes later. The firm also works to reduce taxes on income, ensuring clients keep more of what they earn.

Further strategies focus on reducing taxes on estates, helping families retain more of their accumulated wealth. The firm also assists in reducing taxes on gifts, enabling clients to give more, and on investments, facilitating faster wealth growth. Additionally, RONALD A MERMER, CPA,PC helps reduce taxes on retirement distributions, allowing clients to retire comfortably.

Effective Tax Saving Techniques
The firm employs several key tax-saving techniques to achieve these benefits. These include splitting income among various family members or legal entities to utilize lower tax brackets. Another approach involves shifting income or expenses from one year to another, positioning them to be taxed at a lower rate.

Other methods include deferring tax liabilities through specific investment choices such as pension plans and contributions. The firm also identifies investments that produce income exempt from either federal or state taxes, or both. Furthermore, RONALD A MERMER, CPA,PC assists clients in finding tax deductions by structuring finances to cover enjoyable expenses, such as a vacation home.

4.0
(4 reviews)
Garden City
Craig Cody & Company, Inc. offers proactive tax planning, CFO services, and estate planning for agency owners and business leaders. Services include small business accounting and strategic tax plans designed to minimize tax liabilities and maximize financial growth. …
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Empowering Agency Owners with Proactive Tax Strategies

Craig Cody & Company, Inc. provides expert tax planning and accounting solutions designed to help clients keep more of their earnings, avoid potential financial pitfalls, and secure their financial future. This company specializes in assisting agency owners and business leaders navigate the complexities of tax strategy and financial management. The firm’s Certified Tax Coachâ„¢ status signifies a commitment to advanced tax planning techniques through rigorous training and ongoing education.

Comprehensive Tax Planning Services

The firm’s mission is to help clients retain more revenue, reduce their tax burden, and achieve sustainable growth. This group offers more than traditional tax services; their comprehensive offerings include proactive tax planning and tailored off-site CFO services. These services provide the insights and daily financial guidance needed for informed business decisions.

Specialized Services Offered

Craig Cody & Company, Inc. offers small business accounting services, handling bookkeeping so clients can focus on their businesses. They also provide CFO services at a fraction of the cost of a full-time CFO. The firm offers three levels of strategic tax plans designed to minimize taxes, with projected annual savings ranging from $3,000 to over $250,000 depending on the plan. Tax preparation services identify potential deductions to limit tax liability.

Expertise in Estate and Trust Tax Preparation

This company also offers estate planning services to help clients navigate the complexities of estate planning, including legal and financial considerations. The firm addresses concerns about inheritance, taxes, and probate court procedures, offering discussions, recommendations, and research tools to simplify the process. They emphasize a collaborative approach, assisting clients throughout the entire process.

A Dedicated and Collaborative Team

Craig Cody & Company, Inc. is passionate about supporting agency owners, understanding their unique challenges, and creating personalized solutions. The team’s decades of experience and efficient approach ensure clients receive the financial clarity needed to focus on business growth. They offer implementation services to ensure clients receive all entitled deductions, and fixed-price maintenance plans including tax preparation, ongoing support, and business analysis.

(CTC, CTP, CTS, CPA )
4.8
(106 reviews)
Forest Hills
Boris M-Tax provides customized tax planning and strategy services for entrepreneurs and small business owners nationwide, leveraging proven methods to minimize tax liabilities and maximize profitability. …
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Proven Tax Strategies for Businesses

Boris M-Tax offers customized tax strategies proven to save clients millions. The firm emphasizes that simply having a tax preparer is insufficient; proactive tax planning is crucial. This group stresses that the ideal time to begin tax planning was yesterday.

Reducing Your Tax Burden

Tired of substantial tax payments? This company helps business owners leverage the tax code to their advantage—legally, proactively, and transparently. You don’t need a new CPA; you need a tax strategy.

Proactive Tax Planning and Strategy

Boris M-Tax provides proactive tax planning designed to save you money. The firm tailors strategies to your unique business needs, maximizing deductions and credits. A tailored tax strategy can reduce your tax burden and increase profitability.

Boris Musheyev and Client Reach

Boris Musheyev, CPA, specializes in money-saving tax strategies and accounting oversight for individuals and small businesses. The firm currently serves clients in over 35 states.

Why Choose Boris M-Tax?

This company’s clients save tens of thousands of dollars annually using proven strategies. The firm helps clients proactively use the tax code to legally reduce taxes and increase take-home pay. Many profitable business owners overpay taxes due to a lack of dedicated tax planning.

5.0
(1 reviews)
5.0
(1 reviews)
New York
The Tax Planning Ninja LLC provides proactive tax planning and preparation services for small business owners, entrepreneurs, and high-net-worth individuals. Certified Tax Coaches utilize advanced strategies to minimize tax liabilities, maximize deductions, and increase profitability through personalized tax plans. …
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A Proactive Approach to Your Financial Success

Most small business owners dread tax season. The Tax Planning Ninja LLC can ease this burden. This company offers more than standard CPA services; they provide specialized training as a Certified Tax Coach, creating personalized tax strategies designed for significant savings.

Comprehensive Tax Planning Services

Traditional tax preparers focus on compliance; this firm prioritizes proactive tax planning. The group is highly skilled in techniques for small business owners, entrepreneurs, and high-net-worth individuals. They leverage federal and state tax credits, deductions, and loopholes to legally minimize tax obligations.

Tax Planning for Small Business Owners

Small business owners seeking the lowest possible tax burden need proactive planning, not just filing. Working with the specially trained accountants at The Tax Planning Ninja LLC is key. This company’s advanced Certified Tax Coach training allows them to mitigate tax obligations, boost personal income, and increase business profitability.

Tax Strategies for Small Businesses

The firm’s tax reduction plan begins with a comprehensive strategy. First, a consultation is scheduled to understand your financial situation. A questionnaire and past tax returns are then reviewed. The findings, after extensive research, are delivered in a personalized Tax Strategy.

Your Trusted Tax Advisor

When you choose The Tax Planning Ninja LLC, you gain a long-term tax advisor. Expect courteous and responsive service for all tax and financial questions. This company actively revises and updates your tax strategy as laws change to ensure compliance and optimal savings.

(CTC, CTP, CTS, CPA )
0.0
(18 reviews)
Staten Island
A Kaplan CPA provides comprehensive tax planning and preparation services for small business owners. Their expertise in tax strategies, including identifying credits and deductions, minimizes tax liabilities and maximizes profitability. Services include personalized tax planning, ongoing tax advice, and compliant tax return preparation. …
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Proactive Tax Planning for Small Businesses

Small business owners seeking to minimize tax liabilities need proactive planning, not just last-minute filing. A Kaplan CPA offers specially trained accountants to develop a customized tax strategy. This begins with a consultation to understand your financial situation, followed by a review of past tax returns. The firm then conducts research to identify various options for tax reduction.

Comprehensive Tax Strategies

This company’s tax reduction plan starts with a comprehensive strategy acting as a roadmap to lower your tax burden and increase wealth. The firm uses information gathered to conduct extensive research and explore options for reducing taxes. A personalized Tax Strategy is delivered outlining the findings. This detailed plan helps increase your wealth.

Building a Long-Term Relationship

A Kaplan CPA strives to build lasting relationships with clients, acting as your personal tax advisor. The firm provides courteous and responsive service, addressing tax questions and financial concerns. They prioritize your best financial interests and continually revise your tax strategy as tax laws evolve, ensuring compliance and maximizing tax savings.

Tax Preparation and Planning

A Kaplan CPA understands the apprehension many feel regarding tax time. This company helps small business owners create personalized solutions to reduce their tax burden and stress. Their process begins with a tax plan tailored to your unique financial situation. They emphasize that tax planning precedes tax preparation.

Maximizing Tax Savings

This group creates a customized Tax Strategy long before tax filing. They gather information on homes, businesses, investments, and past returns to identify strategies limiting tax exposure. The firm utilizes federal and state-level credits, deductions, and loopholes to achieve significant tax savings at year-end. This results in significant savings when preparing your tax return.

Certified Tax Coach Expertise

A Kaplan CPA is a virtual firm focused on saving clients money. They believe tax preparation involves using the tax code to your advantage. Their proven tax planning methodology has saved clients thousands of dollars annually. The firm’s expertise as a Certified Tax Coach ensures you never pay more than you owe.

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