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 Oklahoma
2 Tax Strategists found
Maximize Tax Savings Through Advanced Planning
Many business owners feel they pay too much in taxes and that their current accountant or CPA isn’t exploring all possible avenues for savings. Polston Tax Resolution & Accounting addresses this concern, with clients reporting an average savings of 41% on their tax bills after engaging their services.
This company fields an entire team dedicated to offering advanced tax planning services for qualified business clients. Each plan is custom-tailored to ensure businesses are properly structured, spending is optimized for deductions, and maximum savings are achieved.
Identifying Opportunities for Tax Reduction
If you suspect you’re overpaying in taxes, this firm can help assess your situation. Several indicators suggest your current tax strategy might not be fully optimized.
One key indicator is a CPA who lacks in-depth knowledge of your business’s operations, how it’s paid, specific functions, and your involvement in each facet. Without this detailed understanding, many strategies for reducing your tax bill may be overlooked.
Additionally, if your CPA isn’t aware of your long-term business goals, you could be missing out on crucial proactive planning. This foresight is essential to avoid overpaying when selling your business or making significant asset purchases without proper guidance.
Another critical point is whether your CPA inquires about your personal spending. The tax code allows certain expenses to be deductible if structured differently, making it vital for your tax planner to understand personal financial habits to help develop strategic plans that reduce your tax burden.
Comprehensive Advanced Tax Planning Services
Polston Tax Resolution & Accounting offers a wide range of advanced tax planning options to help businesses save money. The firm works collaboratively with clients to identify the most suitable solutions, often uncovering numerous tax deductions for various business situations through a holistic evaluation of financial circumstances.
The knowledgeable team provides a broad spectrum of services, including identifying opportunities like using installment sales or tax credits. They create custom plans personalized to individual requirements, exploring all options for tax payments and identifying advantages specific to your business.
Operating with the IRS daily, this group possesses extensive knowledge of key operational requirements and successful strategies. They act as a trusted advocate, assigning a skilled team to provide legal experience, accounting insights, and case management throughout the process.
Why Choose Polston Tax Resolution & Accounting
Unlike many CPAs who might only utilize a handful of basic tax deductions, Polston Tax Resolution & Accounting focuses on strategic, forward-thinking planning. This approach enables business owners to achieve significant reductions in their tax bills.
The firm asserts its expertise, having operated in the business since 2001 and specializing exclusively in tax compliance. This deep understanding of the field’s complexities allows their highly experienced team to offer personalized solutions that meet individualized needs, ensuring clients derive maximum value from their services.
A Proactive Approach to Your Financial Success
Provident CPAs PLC’s strategies create value and often provide a 1,000-2,000% return on investment. This begins with tax planning, then expands to assessing the business’s financial and operational health, ultimately culminating in exit planning. The firm prioritizes keeping more of your hard-earned money.
Comprehensive Tax Planning Services
The firm’s Strategic Wealth Systemâ„¢ is an eight-step process designed for proactive tax savings and retirement planning. This company’s Strategic Blueprint aims to save clients at least ten times its cost in taxes. Services include tax burden reduction, cash flow management, and retirement planning assistance.
Minimizing Your Tax Burden
Provident CPAs PLC helps clients minimize their tax burden and achieve financial independence. This group works exclusively with high-income entrepreneurs, professionals, executives, and investors earning over $150,000 in taxable income. The firm is passionate about ensuring clients don’t pay unnecessary taxes.
Succession and Exit Planning
The firm assists business owners with succession planning, including determining exit strategies and contingencies. This company helps with buy/sell agreements, retirement preparation, business sales, estate planning, tax reduction at death, and intergenerational transition plans. They act as the quarterback for your team, coordinating with financial advisors and s.
Long-Term Tax Strategies and Growth
Provident CPAs PLC helps companies manage the increased tax burden associated with growth. They offer strategies such as Employee Stock Ownership Plans (ESOPs) for tax benefits and succession planning. The firm also advises on cost-saving measures like establishing captive insurance companies to lower costs and access tax benefits.