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).
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.
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.
South Shore, MA email@example.com (800) 579-5168
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.
Grayslake, IL StevenHamilton@HamiltonTax.net (224) 381-2660
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.
Atlanta, GA firstname.lastname@example.org (770) 295-8506
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.
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.
North Dakota, email@example.com, (701) 595-0485
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.
Mayfield, Kentucky, firstname.lastname@example.org, 270-247-6087
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.
Olympia WA, email@example.com, (360) 356-7777