Top Tax Planning Companies

A high-performing Tax Planning solution can accelerate growth, boost customer engagement, and create new revenue streams—but only if it's built by a team you trust. Edverise makes it easy to connect with leading Tax Planning companies around the globe. Providers and reviews are vetted extensively to ensure that we capture verified client feedback, project details, and measurable results. Use Edverise's filters to sort partners by budget, industry expertise, and location. Start comparing profiles to find the right match for your project.

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Ratings Updated: July 27, 2026

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List of the Best Tax Planning Agencies

  1. Is this your business? Become an Edverise partner & Claim Now

    The team at “Equity Taxation Services” offers not just tax planning, but also strategies for tax reduction and planning that enhance our tax maintenance and additional preparation services.


    Highlights

    $1,000+

    Min Project Size

    25-49

    Avg Hourly Rate

    10-49

    Employees

    Harrisburg, Pennsylvania, United States

    Location

    Services Provided
    50% Tax Planning
    50% Tax Preparation Services
    AI Summary

    No AI summary available for this company yet.

  2. Is this your business? Become an Edverise partner & Claim Now

    Finance For Thought is a sophisticated tax planning firm located in New York, NY. We recognize that both individuals and businesses encounter distinct obstacles. Our goal is to simplify your financial preparations for both the present and the future. Our team comprises experienced professionals in t…


    Highlights

    10-49

    Employees

    New York, New York, United States

    Location

    Services Provided
    70% Tax Planning
    30% Financial Advisory & Consulting
    AI Summary

    No AI summary available for this company yet.

  3. Is this your business? Become an Edverise partner & Claim Now

    KOUFOS CPA PLLC is a reputable accounting and tax advisory firm located in New York, focusing on tax planning, compliance, and business consulting for individuals, entrepreneurs, and small enterprises. We assist clients in reducing their tax liabilities, ensuring compliance, and developing clear and…


    Highlights

    $1,000+

    Min Project Size

    150+

    Avg Hourly Rate

    2-9

    Employees

    Services Provided
    50% Tax Planning
    25% Tax Consulting
    25% Accounting Services
    AI Summary

    No AI summary available for this company yet.

  4. Is this your business? Become an Edverise partner & Claim Now

    GetATaxLawyer.com is not just a tax firm; we are a comprehensive tax company dedicated to providing essential services that can help you eliminate your tax debt with the IRS and state authorities. Our aim is to move away from the typical "large tax law firm" model that primarily caters to affluent c…


    Highlights

    $5,000+

    Min Project Size

    50-99

    Avg Hourly Rate

    50-249

    Employees

    Mission Viejo, California, United States

    Location

    Services Provided
    40% Tax Resolution & IRS Representation
    30% Tax Planning
    30% Tax Preparation Services
    AI Summary

    No AI summary available for this company yet.

  5. Is this your business? Become an Edverise partner & Claim Now

    At Divine Taxes, we recognize that handling taxes can feel daunting and stressful. That's why we're committed to relieving our clients of this burden by offering exceptional, fully virtual tax preparation services. Our team of professionals is focused on ensuring your experience with us is smooth an…


    Highlights

    2-9

    Employees

    Services Provided
    59% Tax Preparation Services
    25% Tax Planning
    16% Tax Resolution & IRS Representation
    AI Summary

    No AI summary available for this company yet.

  6. Is this your business? Become an Edverise partner & Claim Now

    The most reliable accounting firm in the Los Angeles region for the Entertainment and Media sector. With over two decades of experience in public accounting, I focus on tax planning and consulting for closely-held corporations, partnerships, LLCs, affluent individuals, investors, and the entertainme…


    Highlights

    $1,000+

    Min Project Size

    25-49

    Avg Hourly Rate

    2-9

    Employees

    Los Angeles, California, United States

    Location

    Services Provided
    49% Accounting Services
    35% Tax Planning
    16% Business Consulting Services
    AI Summary

    No AI summary available for this company yet.

  7. Is this your business? Become an Edverise partner & Claim Now

    Established in 2012, Esquire Tax Solutions focuses on tax preparation, planning, and problem-solving for small businesses and self-employed individuals.


    Highlights

    $1,000+

    Min Project Size

    150+

    Avg Hourly Rate

    Washington, District of Columbia, United States

    Location

    Services Provided
    60% Tax Preparation Services
    40% Tax Planning
    AI Summary

    No AI summary available for this company yet.

  8. Is this your business? Become an Edverise partner & Claim Now

    Aureus Advisory Partners offers part-time CFO services, NIL tax strategies, and forward-thinking tax planning for entrepreneurs, athletes, and real estate developers throughout the U.S. Located in Helotes, TX, they serve clients on a national scale.


    Highlights

    25-49

    Avg Hourly Rate

    2-9

    Employees

    Services Provided
    60% CFO Services
    40% Tax Planning
    AI Summary

    No AI summary available for this company yet.

  9. Is this your business? Become an Edverise partner & Claim Now

    Katz, Nannis + Solomon, P.C. offers a wide array of services to address any requirement, ranging from minor individual tax planning to extensive corporate needs. Our adaptable services cater to the varying demands of each client. With our technical proficiency, we focus on providing personalized and…


    Highlights

    $1,000+

    Min Project Size

    100-149

    Avg Hourly Rate

    10-49

    Employees

    Waltham, Massachusetts, United States

    Location

    Services Provided
    50% Tax Planning
    50% Tax Preparation Services
    AI Summary

    No AI summary available for this company yet.

  10. Is this your business? Become an Edverise partner & Claim Now

    Increase your earnings and retain more of what you earn! We assist you in fostering abundance within your business, preserving more of your hard-earned income, and growing your wealth through our innovative CFO Consulting, Strategic Growth Advising, and Tax Planning & Preparation services. Our CFO C…


    Highlights

    $1,000+

    Min Project Size

    150+

    Avg Hourly Rate

    2-9

    Employees

    Windsor, Colorado, United States

    Location

    Services Provided
    40% CFO Services
    30% Business Strategy & Planning
    30% Tax Planning
    AI Summary

    No AI summary available for this company yet.

...

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