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 Texas
10 Tax Strategists found
Proactive Tax Planning for Richardson
Carter Group Tax specializes in tax planning in Richardson, emphasizing that strategic planning is crucial for legally reducing tax liability. This company goes beyond standard tax compliance, actively recommending tax-saving strategies designed to maximize clients’ after-tax income.
Expertise and Year-Round Strategy
The firm makes it a priority to maintain mastery of current tax laws, complex tax codes, and new regulations through frequent seminars. This commitment ensures that businesses and individuals continually pay the lowest amount of taxes allowable by law, as this group consistently looks for ways to minimize taxes throughout the entire year, not just at year-end.
Maximizing After-Tax Income and Preserving Wealth
Carter Group Tax recommends tailored tax-saving strategies aimed at several key financial goals. These include growing and preserving assets by reducing tax burdens, deferring income to keep money now and potentially pay less tax later, and decreasing taxes on overall income. Further strategies focus on reducing taxes on estates, gifts, and investments to help clients grow wealth faster and allow their families to retain more. The company also helps reduce taxes on retirement distributions, enabling clients to retire comfortably.
Proven Tax Saving Strategies
The firm employs a variety of legitimate tax-saving strategies. These methods include splitting income among family members or legal entities to utilize lower tax brackets and shifting income or expenses between years for optimal tax rates. Other techniques involve deferring tax liabilities through specific investment choices like pension plans and contributions, and using certain investments to generate income that is tax-exempt at federal or state levels, or both. The company also assists in finding tax deductions by structuring finances to cover enjoyable expenses, such as a vacation home.
Client-Centered Approach and Value
Carter Group Tax emphasizes its commitment to working for its clients, not for the IRS. Through careful planning and legitimate tax strategies, many clients have saved many times the fee in reduced tax liability, highlighting the significant value and financial benefits provided by this dedicated group.
Minimize Your Yearly Tax Burden
TST Accounting, LLC specializes in tax planning designed for significant savings. The firm’s proprietary plan aims to minimize your IRS liability, helping clients shrink their yearly tax burden. This company believes that proactive planning is essential for achieving valuable tax savings.
Expertise in Tax Law and Strategy
The tax professionals at TST Accounting, LLC are dedicated to mastering the nuances of tax law and complex tax codes. They stay up-to-date on all changes that could affect tax returns throughout the year. This diligent approach allows the firm to implement effective, year-long tax savings strategies.
Proactive Tax Minimization Techniques
TST Accounting, LLC helps clients explore various strategies to minimize their tax burden, ensuring they pay the least amount allowable by law. For instance, this group can assist in moving income into lower tax brackets by splitting it among family members or legal entities. They also guide clients in shifting income and expenses to different years to leverage lower rates.
Leveraging Investment and Deduction Opportunities
Further strategies employed by the firm include deferring tax liability through specific investment options. This company also shows clients how to avoid tax liability, both federally and at the state level, through certain investment choices. Additionally, they can advise on increasing tax deductions by purchasing things clients enjoy.
Maximizing Your Financial Growth
These tax-saving strategies are designed to help clients benefit from the growth and savings of their own assets, keeping them out of the government’s hands. TST Accounting, LLC works to reduce taxes on investments, enabling money to grow quicker. The firm also focuses on reducing taxed income, allowing clients to keep more of what they earn and defer income to retain money now and pay taxes later.
Comprehensive Long-Term Planning
This group provides guidance on understanding estate taxes and planning, ensuring families keep more of what they make. Furthermore, TST Accounting, LLC helps maximize giving potential by structuring donations to reduce taxes. They also assist in planning for retirement in ways that best benefit the individual, rather than the IRS.
A Proactive Approach to Tax Planning
Randy McCall CPA serves the Dallas – Fort Worth TX area, offering specialized tax strategies. Many small business owners find tax season daunting, often losing a significant portion of their profits to the IRS. This firm aims to alleviate that burden. Randy McCall CPA stands apart from average CPAs in the region. Beyond standard training, this group possesses special training as a Certified Tax Coach, which allows them to craft personalized tax reduction strategies, potentially saving clients thousands.
Beyond Traditional Tax Preparation
Unlike a traditional tax preparer who focuses on proper number placement, Randy McCall CPA is highly educated in proactive tax planning. This specialized knowledge helps small business owners, entrepreneurs, and high net worth individuals find real tax savings. Certified Tax Coaches are trained by the AICTP in advanced, proactive strategies rather than reactive approaches. For individuals or small business owners earning $250,000 or more annually, working with a CTC is highly recommended. The firm helps clients leverage federal and state tax credits, deductions, and loopholes to legally minimize tax obligations and enhance personal wealth.
Comprehensive Tax Strategy Development
Effective tax management hinges on proactive planning, not last-minute submissions. Randy McCall CPA emphasizes that expecting magic from an accountant by simply handing over receipts in March is unrealistic. The firm’s advanced education as a Certified Tax Coach equips them to mitigate tax obligations, boost personal income, and increase business profitability. They continuously study the tax code, developing new techniques to maximize legal tax savings for clients.
The process for reducing taxes begins with a comprehensive strategy, acting as a roadmap. Clients first schedule a discussion about their financial situation. They then complete a brief questionnaire and provide past tax returns. This information allows Randy McCall CPA to conduct extensive research, exploring various options over several weeks, culminating in a personalized Tax Strategy.
Your Trusted Tax Advisor Relationship
When clients engage Randy McCall CPA, the goal is to build a lasting relationship as a personal tax advisor. The firm commits to being courteous and responsive to all tax questions and financial concerns. They consistently prioritize the client’s best financial interests. Randy McCall CPA ensures tax strategies are continually revised and updated as tax laws change, maintaining compliance and securing optimal tax savings.
Who Benefits from Randy McCall CPA’s Expertise
Randy McCall CPA is dedicated to maximizing tax savings for its clients. As a Certified Tax Coach with specialized training in high net worth tax planning, the firm has extensive experience creating tailored tax solutions. This Dallas – Fort Worth TX area CPA primarily serves business owners and high net worth individuals. The firm’s services are ideally suited for those making $250,000 or more annually.
The proactive Tax Strategy is delivered after a thorough process. This involves an initial discussion of financial situations, a questionnaire, and necessary documentation to understand the full scope of finances. After exploring every available avenue for savings, the firm delivers the strategy and assists with its implementation. This group typically works with:
– Business Owners and Entrepreneurs: The firm shows these clients how to utilize legal tax loopholes and deductions to significantly reduce taxes.
– Doctors and Dentists: Proven methods are applied to minimize taxes, allowing doctors and dentists to pay less and increase personal wealth.
– High Net Worth Individuals: This company empowers individuals to decrease taxable income, reduce audit risk, and achieve long-term financial objectives.
– Oil and Gas Industry: Randy McCall CPA has developed individualized accounting and tax services specifically addressing the industry’s unique challenges and compliance requirements.
Rakofsky & Associates LLC: Your Trusted Tax & Accounting Partner
Rakofsky & Associates LLC is a full-service accounting firm licensed in Richardson, TX. This company offers a broad range of services tailored for business owners, executives, and independent professionals. Clients find the firm to be affordable, experienced, and friendly.
A Commitment to Professionalism and Client Service
Recognized as one of the leading firms in the area, Rakofsky & Associates LLC ensures each client receives close personal and professional attention. This dedication stems from the firm’s core principles of professionalism, responsiveness, and quality. High standards and a specialized staff set this group apart, ensuring every client benefits from the expertise of the entire firm.
Proactive Tax Planning for Maximized After-Tax Income
This company specializes in tax planning that goes beyond mere compliance, proactively recommending strategies to legally reduce tax liability. The goal is to maximize after-tax income for clients. Professionals at Rakofsky & Associates LLC prioritize enhancing their mastery of current tax law, complex tax codes, and new regulations by attending frequent seminars.
Year-Round Strategies to Minimize Your Tax Liability
Rakofsky & Associates LLC helps both businesses and individuals pay the lowest amount of taxes allowable by law. The firm continually looks for ways to minimize taxes throughout the year, not just at the end of the year. This approach is designed to help clients grow and preserve assets by keeping more of their earnings.
Key Tax-Saving Strategies and Their Benefits
This group recommends tax-saving strategies to defer income, allowing clients to keep money now and pay less taxes later. These strategies also aim to reduce taxes on income, estates, gifts, investments, and retirement distributions. Specific tactics include splitting income among family members or legal entities to utilize lower tax brackets. The firm assists with shifting income or expenses between years for optimal tax rates and deferring tax liabilities through certain investment choices like pension plans. Additional strategies involve identifying tax-exempt investments and structuring finances to find deductions for expenses such as a vacation home.
Dedicated to Your Financial Success
Rakofsky & Associates LLC works for its clients, not for the IRS. Through careful planning and legitimate tax strategies, many clients save many times the fee in reduced tax liability. This company is committed to helping you achieve your financial goals.
Strategic Tax Planning for Wealth Preservation
Howell Tax Service provides proactive tax planning strategies designed to help successful small business owners and individuals save substantial money on their taxes. This accounting firm actively manages your tax burden throughout the year, aiming to minimize liabilities and maximize savings. A customized tax strategy is developed specifically around each client’s unique personal financial situation.
Advanced Expertise as Certified Tax Coaches
What sets Howell Tax Service apart is its advanced training, enabling the team to find tax deductions and loopholes that other accountants often miss. As a Certified Tax Coach with the American Institute of Tax Planners, the firm boasts expertise in proactive tax planning. This specialized designation means they can identify tax credits, deductions, and loopholes that the average CPA, accountant, or Enrolled Agent might overlook.
This company monitors tax code changes constantly, ensuring clients never miss an opportunity to save money. Rather than fighting the system, they expertly manipulate the tax code to your benefit, legally and ethically reducing your tax burden. They believe in working with the IRS, not against them, leveraging tax laws to diminish liabilities.
Solutions for High Tax Burdens
If you feel overwhelmed by taxes, you are not alone. Many successful business owners and entrepreneurs face high tax burdens that can impede business growth and threaten personal wealth. Howell Tax Service offers effective solutions, allowing business owners to pay less in tax and keep more of what they earn, saving clients thousands of dollars each year.
The U.S. tax code’s complexity, with over 1,638 forms and 67,204 pages that change annually, leads to taxpayers overpaying by billions due to missed reductions, according to the U.S. Government Accountability Office. This firm ensures you pay the least amount of tax possible by designing a plan that considers every available deduction, loophole, and incentive, increasing revenues for your business and maximizing personal wealth.
Comprehensive Tax Reduction Strategies
The proven methods of Howell Tax Service analyze your entire financial picture, including business objectives, investment goals, and past tax returns, to create a highly effective tax plan. This plan is constantly updated and improved as tax laws change, maintaining revenues and limiting tax exposure. The result is paying the lowest amount of tax possible, keeping more money in your wallet.
This group’s advanced training is designed to lower your taxes and increase your wealth, utilizing a sampling of over four hundred ways to reduce taxable income. These include leveraging loopholes within the current tax code, employing income and expense shifting strategies, passive loss strategies, real estate tax planning, and various investment strategies to lower tax obligations. The company emphasizes that tax laws often favor income generated through business and investments over earned salaries, which are typically the highest-taxed income.
Who Benefits from Howell Tax Service
Howell Tax Service, as a Certified Tax Coach, specializes in finding thousands of dollars in tax savings for high-net-worth individuals and households. The firm notes that the more you earn, the more valuable their services become.
Their ideal clients include successful business owners and entrepreneurs making $250,000 or more per year, accomplished medical professionals like doctors and dentists, and high-net-worth individuals and families. This group provides proven solutions to minimize tax obligations for these specialized clients.
Your Path to a Proactive Tax Strategy
The process for developing your tax strategy begins with meeting a Tax Coach from Howell Tax Service. During this initial consultation, the coach will discuss your current financial situation and future aspirations to determine the best proactive tax strategy program for you.
Following this, clients complete a brief questionnaire providing essential information, including copies of tax returns, company details, and financial specifics. This allows the team to find the best solution for your unique situation.
Finally, the firm dedicates approximately two weeks to research and design your Proactive Tax Strategy. A phone call is then scheduled to review the plan, followed by a detailed written summary. About two weeks later, a follow-up call helps answer any remaining questions and assists with putting the plan into motion. This ensures year-round guidance, contrasting with accountants who may only contact clients once a year.
A Strategic Approach to Tax and Legacy Planning
The Law Office of Jason Carr, PLLC focuses on achieving significant savings for clients through effective legal representation and planning. This firm aims to make life’s inevitabilities, such as death and taxes, manageable for its clientele. The group is cognizant of the legal, personal, business, and cost complications these issues can raise.
In addition to tax and legacy planning clients, this company represents a select number of entrepreneurs, artists, and athletes. Their expertise extends to addressing business and personal matters for these specialized clients.
Comprehensive Tax Reduction Strategies
The firm specializes in delivering comprehensive tax reduction strategies, tailored specifically for individuals, small business owners, and licensed professionals. This includes navigating distinct tax challenges such as entity selection, income structuring, deductions, and managing compliance. The team understands the complex issues faced by entrepreneurs and professionals.
The expert tax professionals at The Law Office of Jason Carr, PLLC provide deep legal expertise and strategic insight. They help clients minimize tax liabilities, optimize cash flow, and remain compliant with federal, state, and local tax laws. This approach focuses on proactive planning, building strategies that align with business goals and evolving financial landscapes, rather than just preparing for tax season.
A Proactive and Personalized Process
This group works with clients to develop a customized plan, offering advice and strategies to minimize tax liability proactively. They review tax returns as needed to maximize lifetime tax reduction strategies. The firm also assesses tax situations in relation to new tax laws that could affect client finances.
Personalized tax planning solutions and strategies guide clients every step of the way during the planning process. The Law Office of Jason Carr, PLLC also coordinates clients’ advisors to help achieve selected tax planning goals and objectives effectively.
Specialized Tax Solutions
The Law Office of Jason Carr, PLLC is focused on resolving IRS problems, including audit, levy, and lien situations, for individuals and small businesses. They offer complete individual and business audit representation, designed to handle the entire process from start to finish. For a flat fee, this company works to convince the IRS to lift liens, facilitating property deals or refinancing.
When the IRS or other agencies refuse to agree to a reasonable tax debt resolution, tax litigation may be a viable option. Additionally, the firm offers tax return preparation to individuals, families, entrepreneurs, and small business clients throughout the U.S.
A Proactive Approach to Your Financial Success
CC Group Advisors, LLC are strategic advisors who work with small and medium-size business owners to maximize their time and improve financial decisions. This company aims to be a collaborative resource, delivering the ultimate client experience through timely communication and regular discussions about business performance. The firm brainstorms ideas to meet future financial goals and provides education on advanced tax strategies.
Comprehensive Tax Planning Services
This group offers comprehensive tax services maximizing deductions and credits. Services include tax preparation for individuals and businesses, tax planning, and estate & trust tax services. They also assist with tax relief, IRS audit representation, and issues related to non-filed returns, back taxes, and payroll tax problems. The firm helps clients develop strategies to lower their tax bill and understand how to defer tax liabilities.
Expertise in Estate and Trust Tax Services
CC Group Advisors, LLC offers estate planning and wealth management as part of its services for individuals. For businesses, this company provides financial planning, succession planning, and new business formation services. The firm’s expertise extends to various business advisory services, including bookkeeping, payroll, and cash flow management.
A Dedicated and Collaborative Team
The firm’s dedicated team of tax and accounting professionals ensures clients have one less thing to worry about. This group collaborates with other key professionals to think beyond the numbers. They provide advice to keep clients in compliance and help them set up recordkeeping systems that meet IRS requirements. The firm strives to help clients keep more of their money by reviewing and adjusting paycheck withholding.
Specialized Services
CC Group Advisors, LLC possesses specialized knowledge to help professionals in various industries thrive. These industries include construction, dentistry, healthcare, hospitality, law firms, and real estate. The firm helps clients take every tax credit and deduction deserved, and utilizes certain investments to produce tax-exempt income. They also offer services like business valuations, bank financing, and litigation support.
A Proactive Approach to Your Financial Success
AA CPA Tax Strategies LLC is a Central Texas full-service CPA firm specializing in proactive tax strategies. This company focuses on developing and implementing these strategies for its clients, going beyond simple compliance. The firm prioritizes minimizing your tax liability throughout the year, not just at tax time. This proactive approach aims to maximize your after-tax income.
Comprehensive Tax Planning Services
This group provides accounting, individual tax and financial planning, forensic accounting, sales tax compliance and audits, and corporate tax planning, preparation, and compliance services. They also offer business advisory services including franchise consulting, virtual CFO services, business plan development, and financing proposals. The firm works with various industries, including nonprofits, manufacturing and distribution, medical and professional services firms, and construction.
Client Focus and Industry Expertise
AA CPA Tax Strategies LLC specializes in working with individual professionals in startups and high-tech businesses, medical and professional service providers, and entrepreneurs in high-tech, services, manufacturing, distribution, and trading companies. This company also has experience with businesses operating in Latin America and Asia. The firm’s leaders have a strong track record in tax planning & compliance, accounting, and finance.
Geographic Reach and Resources
The firm is located in Austin, TX, with affiliate offices in Atlanta, GA, and Monterrey, MX. They enhance their mastery of tax law by attending frequent tax seminars to stay current with complex tax codes and new regulations. This commitment ensures clients receive the most up-to-date and effective tax planning.
Tax Saving Strategies
The firm helps clients grow and preserve assets, defer income, reduce taxes on income, estates, gifts, investments, and retirement distributions. Strategies include splitting income among family members or entities, shifting income or expenses between years, deferring liabilities through investments, using tax-exempt investments, and finding deductions through strategic spending. The firm emphasizes that they work for the client, not the IRS, and many clients save significantly more than the firm’s fees through reduced tax liability.
Proactive Tax Minimization Strategies
MMG Tax Group offers proactive tax planning and consulting services. This company helps businesses and investment managers minimize their tax burden through strategic planning. The firm emphasizes proactive measures to anticipate and mitigate potential tax liabilities. This approach contrasts with traditional accounting practices that focus solely on post-tax reporting.
Beyond Traditional Accounting
Unlike traditional accounting services that focus on historical data, MMG Tax Group provides proactive advice and strategies. The firm helps clients earn more and keep more of their income. This group goes beyond simply recording financial history; they develop comprehensive plans to minimize taxes legally.
A Certified Tax Coach Approach
Tony Gibson, founder of MMG Tax Group, is a Certified Tax Coach. He provides clients with court-tested, IRS-approved strategies for minimizing their tax liabilities. The firm’s approach contrasts with “after-the-fact” planning, offering ongoing coaching and proactive solutions. This ensures clients pay the least possible tax while pursuing their financial goals.
Empowering Clients to Achieve Their Dreams
MMG Tax Group’s services empower clients to achieve their financial aspirations. The firm provides education in clear, understandable language, focusing on client strengths and areas needing improvement. This company helps clients set goals, provides accountability, and implements innovative, customized tax strategies to minimize taxes and audit risk. They aim to provide total confidence in minimizing tax obligations.
A Proactive Approach to Your Financial Success
Pendas International, PLLC offers international tax planning, accounting, and advisory services. This company specializes in assisting midsize international companies looking to expand into or within the U.S. market. They provide personalized guidance and support from the initial stages of establishing a U.S. presence. The firm’s approach prioritizes proactive oversight and responsive communication.
Comprehensive Tax Planning Services
This group possesses over 40 years of combined experience in international tax accounting, international law, and business support services. Whether your revenue is $5 million or $50 million, Pendas International, PLLC can help you establish a legally sound U.S. business structure optimized for tax savings. Their services extend to existing businesses needing tax help or advisory support. The firm offers a wide range of services for both U.S. inbound and outbound international midsize companies.
Specialized Services Offered
Pendas International, PLLC provides services including establishing a global tax minimization strategy; entity structuring and tax classification; transfer pricing consulting and documentation; and cross-border transaction planning and structuring. Additional services include navigating debt and equity rules, tax treaty issues (including Permanent Establishment and optimizing withholding tax implications), tax-efficient profit repatriation strategies, and international business modeling. This company also assists with nonresident investors’ acquisition of interests in U.S. entities, foreign investments in U.S. real estate, and foreign corporations operating in the U.S. through subsidiaries.
A Dedicated and Collaborative Team
The firm’s team of executives brings over 40 years of combined experience in international tax, accounting, business, and law. Pendas International, PLLC understands the challenges of navigating a new market and regulations, especially in a non-native language. The firm is committed to providing exceptional service, mirroring the level of care they would expect for themselves. This personalized approach emphasizes clear, responsive communication and proactive oversight.
The Pendas Promise
This company promises personalized solutions, avoiding a one-size-fits-all approach. They offer innovative solutions to complex problems and proactive oversight to maximize profits and avoid costly penalties. The firm’s commitment includes clear and responsive communication, ensuring clients receive timely attention to their unique business goals. Pendas International, PLLC strives to be a trusted advisor, similar to what many midsize companies throughout Latin America, Europe, the Middle East, Mexico, and the U.S. experience.