Tax Strategists

Below you will find a number of resources we can recommend for both tax preparation (actually completing your tax return) and for tax strategizing (planning in advance to lower future tax bills).

 

 

Fox & Co. CPAs

Fox & Co. CPAs is a full-service CPA firm serving over 350 doctors and practice owners throughout the USA. All relationships are virtual and focus on year-round tax planning for a flat fee that includes IRS audit representation and correspondence for any year you have been a client.  We believe your tax filing should be simply the end product of a year of engaged strategizing rather than the focal point of the relationship. Laura Clifford, CPA (see her series on the Section 199A deduction) and Johanna Fox Turner, CPA, CFP® (author of How to Find a Great CPA on WCI), are in charge of client relationships. Set up an appointment with Laura or Johanna for a review of your taxes and to discuss your goals. Our goal is your goal – to find the best fit for your needs. If that’s not our firm, we’ll help you find one that is.

Contact Information:

Mayfield, Kentucky, [email protected], 270-247-6087

Fox & Co. CPAs

 

Olympia Tax Service

At Olympia Tax Service we specialize in advising the white coat taxpayer. Our focus is on tax planning for 1099 workers and micro-practices with one to three owners. This allows us to maximize your short and long-term tax savings.

Need a tax compliance package for your S-Corporation? We can do it all or give you the tools to do it yourself. Whether you’re looking for ways to pay less on your student loans, build passive income, or are already thinking about early retirement, Olympia Tax Service is here to guide your financial journey.

Contact Information:

Olympia WA, [email protected], (360) 356-7777

Olympia Tax Service

 

Tax Planner & Personal Finance Bundle from Kathryn Hanna, CPA

If you are a do-it-yourselfer, this is the most comprehensive and useful tool I’ve come across for doing your own tax planning. I use a CPA to prepare my tax returns, but I like to have a good idea of which deductions I’ll benefit from and how certain financial choices will impact my return.

There are so many moving parts to the tax code. A Roth conversion might help you fill a bracket, but it could also lower your child tax credit, American Opportunity tax credit, or alter your Sec. 199A QBI deduction. That’s just one of dozens of scenarios I can come up with, and this tax planning bundle, which is essentially a series of interconnected Excel (or Google Sheets) worksheets, does it all.

At less than the cost of an hour of most CPAs’ time, you can download Kathryn Hanna’s personal finance bundle at Making Your Money Matter and use it year after year with free updates to the tax input sheet as the numbers change annually.

Visit MYMM Personal Finance Bundle

 

NGG Tax Group

NGG Tax Group has clients across the US States and various foreign Countries. Our focus is on tax planning, tax preparation, projections and cryptocurrency.  While we help US and foreign nationals alike, we take pride in assisting foreign nationals unravel the intricate US tax system.

From dealing with international tax matters that affect individuals such as owning foreign assets, owning foreign accounts, exploring income tax treaties to figuring out residency for tax purposes and living abroad.

With over 15 years of experience, our firm operates on the cutting edge; we are virtual and can communicate and exchange information regardless of where you are located. We know you are busy so our service literally comes to you.  Contact us today.

Contact:

South Shore, MA [email protected] (800) 579-5168

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Hamilton Tax and Accounting

How much of your hard-earned money disappears every year at tax time? What if you could keep more of every dollar to build lasting wealth for you and your family? We help our clients save thousands of dollars on their taxes year after year.

Let’s take a look at your unique situation and see how you can do the same. Schedule your consultation now to find out how you could save tens of thousands in taxes, so you can grow your wealth.

Contact:

Grayslake, IL  [email protected] (224) 381-2660

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Cerebral Tax Advisors

At Cerebral Tax Advisors, we are focused on minimizing your tax obligations and helping you build financial independence. Our founder and lead tax strategist, Alexis Gallati, has extensive experience in high-level tax planning strategies and multi-state tax preparation, holds two master’s degrees and serves as an Enrolled Agent, NTPI Fellow, and Certified Tax Planner. Alexis grew up in a family of physicians, is married to a private practice physician, and has been specializing for more than 18 years in tax planning for doctors and physicians. Healthcare professionals all over the country work with Cerebral Tax Advisors to lower their personal and business taxes by an average of 48% a year through court-tested and IRS approved tax strategies. The investment in our services is flat-rate pricing and quoted upfront. Contact us for a free tax analysis and for us to prove your return on investment in our services before we begin working together.

Contact:

Knoxville, Tennessee, www.cerebraltaxadvisors.com/contact, (865) 281-1461

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Alternative Accounting Solutions LLC

Alternative Accounting Solutions LLC is a full-service CPA firm located on the East Coast serving the small to medium sized medical/dental practice, the hybrid physician (both W2 and 1099 contract income), and the independent contract physician.

Our CPA provides strategic tax planning, tax preparation (including audit assurance), payroll, monthly bookkeeping, and business setup services. Strategic tax planning services are comprehensive and proactive, assisting you every step of the way to optimize your overall tax situation as you grow your income and your practice.

Serving clients across the United States, fees are affordable, flat rate, and communicated up front after a free initial discovery session. Contact us today to learn more.

Contact:

Atlanta, GA [email protected] (770) 295-8506
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Student Loan Tax Experts™

Student Loan Tax Experts™ is a tax preparation and tax planning firm that specializes in student loan borrowers and their income driven repayment (IDR) plans for student loans. Due to our work in this, we also have a specialty in “married filing separately” (MFS) tax filings, especially as it relates to Community Property states (Arizona, California, Idaho, Louisiana, New Mexico, Texas, Washington and Wisconsin).

Since we work virtually with all of our clients, consider scheduling a free 15-minute “Introductory Call” to learn more. We love saving our clients money on student loans and taxes! You’ll be glad you reached out.

Fees:

Tax Preparation fees start at $545 and are based upon complexity. Prior year tax amendment fees start at $495. Our Married Filing Separately Analysis fee starts at $495.

Contact Information:

North Dakota, [email protected], (701) 595-0485

Student Loan Tax Experts™