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 taxplanners

4.9
(74 reviews)
Mesa
BOSS Advisors PLC provides integrated business and tax advisory services for professionals, including strategic tax planning, IRS audit protection, and entity structuring. They also offer a referral network for complementary business services. …
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Business Lawyers and Tax & Accounting Professionals

BOSS Advisors PLC offers tax and accounting advice under the direction of business lawyers. The firm also includes charitable advisors supporting business owners and real estate investors’ philanthropic efforts. This company provides a referral network of trusted advisors for various business needs, including lenders, financial advisors, insurance representatives, web developers, and marketing teams. Their goal is to help businesses grow and scale.

Client Focus

This group helps professionals grow their practices into successful businesses. Their clientele includes lawyers, financial advisors and accountants, real estate professionals, healthcare providers, and charities and foundations. This diverse client base demonstrates the breadth of BOSS Advisors PLC’s expertise.

Tax Planning Services

BOSS Advisors PLC offers strategic tax planning with custom strategies and subscription support for business owners. They also handle business and individual tax preparation and provide IRS audit protection. The firm emphasizes proactive tax planning, comparing it to having a blueprint before building a home.

Strategic Tax Planning Detail

Their strategic tax planning services include a comprehensive review of your tax situation, followed by a detailed plan. This plan outlines strategies to optimize tax savings, covering areas such as entity structuring, business use of home, employing family members, real estate tax benefits, and many more specialized areas. These strategies aim to minimize tax burdens and maximize financial benefits.

Additional Services Offered

The firm’s services encompass real-time tax advice, litigation support (implied by “litigation graphic” in the source text), depreciation planning, tax-loss harvesting, QBI optimization, retirement tax planning, healthcare tax benefits, charitable giving, tax-advantaged investments, business and personal tax credits, multi-state tax planning and compliance, and captive insurance analysis. This extensive list highlights the comprehensive nature of their offerings.

4.7
(12 reviews)
4.7
(1 reviews)
Chula Vista
Ramirez & Associates, CPA Inc., a Chula Vista firm, provides proactive tax planning and strategies for small business owners, real estate investors, and high-net-worth individuals ($250,000+ income). Certified Tax Coaches offer personalized tax strategies, leveraging legal deductions and loopholes to minimize tax liabilities and maximize wealth. …
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Proactive Tax Planning for Small Businesses

Ramirez & Associates, CPA Inc. specializes in tax planning for small business owners, focusing on minimizing tax liabilities through proactive strategies. The firm’s approach goes beyond simply filing taxes; it involves developing a comprehensive tax strategy tailored to each client’s unique financial situation. This proactive approach ensures clients pay the lowest legal taxes possible.

Comprehensive Tax Strategies

This company begins by conducting a thorough review of your financial situation, utilizing information from a questionnaire and past tax returns. The firm then conducts extensive research, exploring various options to reduce your tax burden. The result is a personalized Tax Strategy designed to act as a roadmap for reducing your taxes and increasing your wealth.

Certified Tax Coach Expertise

Ramirez & Associates, CPA Inc. employs Certified Tax Coaches with advanced training in mitigating tax obligations and maximizing income. The firm’s expertise includes identifying special tax credits, uncovering hidden deductions, and leveraging legal loopholes to significantly reduce tax obligations. This company constantly studies the tax code to develop cutting-edge techniques.

Building a Long-Term Relationship

The firm strives to build lasting relationships with clients, acting as their trusted tax advisors. This includes providing courteous and responsive service, addressing tax questions and financial concerns promptly. Ramirez & Associates, CPA Inc. continually revises and updates tax strategies as laws change, ensuring ongoing compliance and optimal tax savings. This commitment ensures clients’ best financial interests are always prioritized.

Services for High Net Worth Individuals

Ramirez & Associates, CPA Inc. caters to successful small business owners, entrepreneurs, doctors, and professional athletes. The firm’s services are particularly well-suited for those earning $250,000 or more. This includes business owners and entrepreneurs, real estate investors, and high net worth individuals seeking to reduce taxable income, minimize audit risk, and achieve long-term financial goals. A free consultation includes a complimentary book, “Writeoffs to the Rescue,” for qualified clients.

4.6
(10 reviews)
Monument
Incline Accounting, LLC provides strategy-focused tax, accounting, and bookkeeping services. They specialize in tax planning and optimization, minimizing tax liabilities through strategies like income deferral and capital gains harvesting, benefiting high-income earners. …
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Minimize Your Tax Liability and Grow Your Business

Incline Accounting, LLC offers strategy-focused tax, accounting, and bookkeeping services designed to help you minimize your tax bill and cultivate a profitable business. This company helps clients learn how to legally pay the lowest possible tax bill, freeing up funds for other business needs.

Proven Tax Reduction Strategies

The firm provides money-saving tax strategies and implementation guidance. Incline Accounting helps unlock hidden tax savings and stop overpayment to the IRS. They note that many high-income earners overpay taxes by at least $20,000 annually.

Comprehensive Tax Planning and Optimization

This group offers personalized strategies to minimize current and future tax liabilities. Services include income deferral or acceleration planning, capital gains and loss harvesting, and tax-efficient investment and retirement strategies. Charitable giving and philanthropy planning are also available.

0.0
(1 reviews)
Dearborn
Michigan-based CPA Carolyn Stipp provides comprehensive tax services for individuals and businesses. Services include tax planning, preparation, and resolution, utilizing strategies to maximize deductions and minimize tax liabilities. …
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A Proactive Approach to Your Financial Success

Carolyn D Stipp, CPA helps clients reduce taxes and achieve financial goals. The firm works collaboratively to develop customized plans. This approach empowers clients to take control of their tax situations.

Comprehensive Tax Planning Services

This company offers a full range of services, including tax planning, preparation, and resolution. Services are tailored to individual client needs after a thorough study of their personal situation. The firm’s expertise encompasses all facets of tax management.

Tax Reduction Strategies

The firm uses various strategies to reduce taxes. These include splitting income among family members or entities to leverage lower tax brackets. Income and expenses may be shifted between years for optimal tax rates. Tax liabilities can be deferred through specific investments. The firm also identifies tax deductions through strategic financial structuring.

The Certified Tax Coach Advantage

Carolyn Stipp, a Michigan-based Certified Tax Coach and CPA, provides expert guidance. This group educates clients in accessible language, identifies strengths and weaknesses, and helps set and achieve financial goals. The firm designs innovative tax strategies to minimize taxes and audit risk.

Client Focus and Personalized Attention

Carolyn Stipp gives clients personalized attention. My Tax Coaching, based in Dearborn, Michigan, provides comprehensive professional services. The firm’s commitment is to thoroughly and conscientiously understand each client’s unique situation.

Carmen M Peters, MST, CTS, CPA offers proactive tax planning and strategies for minimizing tax burdens. Services include identifying deductions and credits, optimizing tax planning for businesses and individuals, and leveraging tax laws for significant savings. …
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Proactive Tax Strategies for All

Carmen M Peters, MST, CTS, CPA offers proactive tax strategies designed to help you keep more of your earned money. This company helps clients plan for the future, maximize tax deductions, and stay organized. The firm’s goal is to help you transition from reactive tax preparation to proactive tax planning. Working with a trusted advisor is key to achieving your financial goals.

Significant Tax Savings and Personalized Plans

Many successful business owners struggle with high taxes. This group provides solutions to reduce your tax burden and improve your financial health. They save clients thousands of dollars annually by utilizing advanced tax planning techniques. This company’s personalized approach considers individual needs and circumstances, resulting in an average return on investment exceeding 150%.

Proven Tax Planning Expertise

For over 20 years, the firm has provided accounting and compliance services. Carmen M Peters, MST, CTS, CPA, however, focuses on strategic tax planning. This company utilizes a proactive approach, working with fewer clients to provide more personalized attention and strategic planning. This dedicated approach allows for stronger client relationships and more effective tax reduction strategies.

Addressing Your Tax Challenges

This company helps clients facing various tax challenges. They assist those paying over $50,000 in taxes, those who suspect they are overpaying, and those lacking control over their business finances. The firm focuses on reducing the percentage of income allocated to taxes. They offer solutions to help you regain control of your finances.

Uncovering Hidden Savings

Carmen M Peters, MST, CTS, CPA employs specialized techniques to significantly reduce your federal and state taxes. This company uncovers hidden deductions, identifies tax loopholes, and leverages little-known tax credits. They work within legal and ethical boundaries to minimize your tax liability. The firm analyzes your financial picture, including business objectives and investment goals, to create highly effective tax plans.

4.7
(68 reviews)
4.7
(1 reviews)
Sandy
Sorenson & Company, CPA provides proactive tax planning and reduction strategies for high-net-worth individuals and businesses. Certified Tax Coaches utilize advanced techniques to uncover hidden deductions and credits, minimizing tax liabilities and maximizing wealth. …
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A Proactive Approach to Your Financial Success

Sorenson & Company, CPA offers expert tax planning techniques, utilizing the specialized knowledge of a Certified Tax Coach. This company diligently creates personalized tax plans to significantly reduce tax liabilities and protect income for high-net-worth individuals and families, as well as successful business owners. The firm’s strategies are effective, legal, and ethical, ensuring clients pay the lowest amount of tax legally possible.

Comprehensive Tax Planning Services

This group is more than just accountants; they are highly-educated tax advisors. They save clients thousands of dollars annually by uncovering hidden deductions, finding tax loopholes, and identifying little-known tax credits. Their proven methods analyze your entire financial picture to create a highly-effective tax plan, constantly updated to adapt to changes in tax laws. The firm’s goal is to ensure your money stays in your wallet.

Expertise and Certifications

As a Certified Tax Coach with the American Institute of Tax Planners (AICTP), Sorenson & Company, CPA possesses advanced training in proactive tax planning. The AICTP is a non-profit organization that educates and certifies tax professionals in proactive tax planning and compliance. The firm maintains a strict Code of Ethics and offers ongoing education and resources to its members. This ensures the highest standards of excellence and integrity.

Unique Tax Planning Services

This company rescues clients from paying unnecessary taxes each year. The firm’s Certified Tax Coach designation signifies expertise in identifying tax credits, deductions, and loopholes often missed by average CPAs. The firm’s proactive approach to tax planning focuses on year-round strategic techniques to put clients in the best possible position to save money. The firm considers every possible deduction, loophole, and incentive available.

Tax Reduction Strategies and Loopholes

The U.S. tax code is complex, and the firm understands how this complexity can lead to overpayment. Sorenson & Company, CPA designs a plan to ensure you pay the least amount of tax possible. The firm employs year-round tax reduction strategies to manage tax obligations and increase tax savings. The company offers numerous strategies to reduce taxable income, including loopholes within the current tax code, income and expense shifting strategies, and passive loss strategies. They also specialize in real estate tax planning and investment strategies to lower taxes.

(CTC, CTP, CTS, CPA )
5.0
(7 reviews)
5.0
(6 reviews)
Tinley Park
Brett A Efimov CPA Ltd. provides proactive tax planning and coaching services for businesses and individuals. Specializing in tax minimization strategies and optimizing deductions, they help clients improve their financial outcomes. …
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A Proactive Approach to Your Financial Success

Brett A Efimov CPA Ltd. offers better tax planning for a better financial future. This company understands that sound financial decisions rely on accurate and timely information. The firm helps clients make money and keep money through proactive tax strategies.

Comprehensive Tax Planning Services

This group goes beyond simple tax preparation. Unlike many accountants who only focus on historical data at tax time, Brett A Efimov CPA Ltd. develops comprehensive tax plans. This minimizes your tax liability and maximizes your bottom line.

Strategic Tax Planning, Not Just Tax Preparation

The firm helps you legally minimize your taxes through strategic planning. This company uses concepts and strategies that leave more money in your business without raising red flags. It’s not just about compiling books and records at tax time; it’s about proactive planning year-round.

Year-Round Tax Planning for Optimal Results

It’s crucial to have the right business structure, benefit plans, and retirement plans in place. Brett A Efimov CPA Ltd. helps ensure you’re taking advantage of all legitimate deductions, credits, and strategies allowed by the tax code. Waiting until April 15th is too late; proactive planning is key.

Beyond Tax Time: A Partnership for Success

The firm helps clients organize their businesses, implement appropriate benefit plans, and establish sound retirement strategies. This company assists with maximizing deductions and credits and leveraging tax code advantages. By April 15th, the firm’s clients are prepared, not scrambling.

4.0
(4 reviews)
Lincoln
Ewerth & Associates, C.P.A., P.C. provides proactive tax planning and preparation services, specializing in significant tax reduction strategies for high-income individuals, business owners, and professionals. Certified Tax Coaches minimize tax liabilities through year-round planning and expert knowledge of tax laws. …
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A Proactive Approach to Your Financial Success

High taxes impacting your financial well-being? Ewerth & Associates, C.P.A., P.C. offers solutions to help you save money. This company’s proactive tax planning strategies focus on year-round techniques to minimize your tax burden. The firm is a Certified Tax Coach, utilizing advanced training to uncover hidden deductions and credits.

Comprehensive Tax Planning Services

This group’s specialized techniques bring significant savings on federal and state taxes. They manipulate the tax code to your benefit, legally and ethically reducing your tax liability. The firm analyzes your financial picture, including business objectives and investment goals, to create a highly-effective, constantly updated tax plan. This ensures you pay the lowest possible tax amount.

Expertise in Tax Reduction Strategies

Effective tax planning is proactive, not reactive. Ewerth & Associates, C.P.A., P.C. helps you save money by focusing on year-round strategies. The U.S. tax code’s complexity often leads to overpayment; this company ensures you pay the least possible. Their planning considers every deduction, loophole, and incentive to increase business revenue and maximize personal wealth.

Serving High-Income Individuals and Businesses

This company serves high-income individuals and households, focusing on significant tax savings. Their best clients include business owners and entrepreneurs earning $400,000 or more, doctors and dentists, professional athletes, and high-net-worth individuals. The firm designs tax strategies to help increase wealth and efficiently manage finances.

Tax Preparation Services Done Right

Relying solely on online tax software can be a mistake, especially for high earners. Ewerth & Associates, C.P.A., P.C. provides proactive tax planning and outstanding preparation services. Unlike average CPA firms, their primary focus is tax liability reduction and income preservation. They use specialized skills and training to find significant savings, minimizing state and federal taxes to maximize after-tax income.

Minimizing Your Tax Obligations

The firm prepares and files taxes for high-net-worth individuals, business owners, and entrepreneurs. They identify deductions and credits, striving to eliminate tax burdens. Their commitment to saving clients money is demonstrated by their continuous education on IRS guidelines and new tax legislation. As a Certified Tax Coach, this group ensures you never pay more than legally owed.

(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.

(CTC, CTP, CTS, EA )
5.0
(57 reviews)
5.0
(2 reviews)
Thomasville
Golden Tax Relief provides expert tax planning and optimization services for businesses and families, minimizing tax liabilities through legal strategies and personalized blueprints. They aim to reduce tax burdens, enhance financial security, and achieve significant annual savings. …
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A Proactive Approach to Your Financial Success

Are you paying too much in taxes? Golden Tax Relief offers expert tax planning, potentially saving you $50,000 or more annually. This company unveils “The Golden Path,” a proprietary technique designed for optimal tax savings while ensuring legal compliance. The firm acts as a partner in achieving financial peace and securing your future.

Comprehensive Tax Planning Services

Golden Tax Relief goes beyond traditional tax services. This group focuses on tailored, results-driven pathways aligned with your financial goals, ensuring tax efficiency and security. Every day you wait to start planning increases the risk of overpaying taxes and missing savings opportunities. The longer you wait, the higher the chance of encountering unexpected tax implications.

The Golden Tax Relief Four-Step Process

First, call to speak with a tax specialist for a free consultation. Second, the firm will arrange a meeting to evaluate your financial situation and determine suitability. Third, the team designs a personalized tax blueprint using The Golden Path. Finally, experience the peace of mind that comes with expert tax planning, and enjoy a stress-free financial future.

Expertise in Business and Family Tax Planning

Golden Tax Relief specializes in streamlining the finances of businesses and families. The firm is a leading solution for those burdened by high taxes. Their expertise in tax planning alleviates tax liabilities, ensuring your financial health by leveraging legal tax benefits and exemptions. This company helps you minimize tax expenses and enhances financial security.

Minimizing Tax Burden for High-Income Earners

Taxes are inevitable, but paying more than legally required isn’t. Golden Tax Relief empowers high-income business owners to legally minimize their tax burdens. This group employs strategic, lawful tactics and engages in thorough discussions to develop a tailored plan to lessen tax obligations. This approach boosts reinvestment in your business, enhances retirement savings, and supports your lifestyle.

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