Top Financial services Tax Planning Companies

Discover Tax Planning companies serving the Financial services industry. Compare services, pricing, and capabilities to find the right partner on Edverise.

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We evaluate companies on verified profile data — services, pricing, locations, and portfolio. Client reviews are being collected. We may earn a fee for some placements. How we rank and verify

22 Companies

Top Financial services Tax Planning Companies

Finance For ThoughtProfile set up by Edverise AI
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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, Us
Services Provided
70% Tax Planning
30% Financial Advisory & Consulting
AI Summary
“Finance For Thought is a New York-based tax planning firm offering expert financial and tax solutions for individuals and businesses, supporting clients through all financial stages.”
Cross Border TaxesVerified Profile
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Cross Border Taxes provides professional US-Canada cross-border tax services for individuals, families, businesses, expats, non-residents, and real estate investors. Our services include cross-border tax planning, non-resident tax returns, real estate tax services, rental income tax support, and
Highlights
$1,000+
Min Project Size
< $25/hr
Avg Hourly Rate
2-9
Employees
Toronto, Ontario, Ca
Services Provided
31% Tax Preparation Services
20% Tax Consulting
49% Tax Planning
AI Summary
“No AI summary available for this company yet.”
E HUNT CPAProfile set up by Edverise AI
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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/hr
Avg Hourly Rate
2-9
Employees
Los Angeles, California, Us
Services Provided
49% Accounting Services
35% Tax Planning
16% Business Consulting Services
AI Summary
“E HUNT CPA is a Los Angeles-based accounting firm offering tax planning, financial consulting, and outsourcing services, specializing in entertainment, media, and closely held entities.”
Aureus Advisory PartnersProfile set up by Edverise AI
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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/hr
Avg Hourly Rate
2-9
Employees
Services Provided
60% CFO Services
40% Tax Planning
AI Summary
“Aureus Advisory Partners provides part-time CFO services and innovative tax planning nationwide, supporting entrepreneurs, athletes, and real estate developers with strategic financial guidance.”
Equity TaxationProfile set up by Edverise AI
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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/hr
Avg Hourly Rate
10-49
Employees
Harrisburg, Pennsylvania, Us
Services Provided
50% Tax Planning
50% Tax Preparation Services
AI Summary
“Equity Taxation Services specializes in comprehensive tax planning, reduction strategies, and maintenance, enhancing clients' financial management with expert preparation and advisory solutions.”
Koufos CPA PLLCProfile set up by Edverise AI
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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+/hr
Avg Hourly Rate
2-9
Employees
Services Provided
50% Tax Planning
25% Tax Consulting
25% Accounting Services
AI Summary
“KOUFOS CPA PLLC is a New York-based accounting firm specializing in tax planning, compliance, and business consulting for individuals and small businesses, fostering efficient financial strategies.”
Toronto Tax BoutiqueProfile set up by Edverise AI
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Toronto Tax Boutique is an accounting firm specializing in business taxation. We offer a range of services, including tax planning and bookkeeping, among others.
Highlights
$1,000+
Min Project Size
< $25/hr
Avg Hourly Rate
2-9
Employees
Services Provided
60% Accounting Services
40% Tax Planning
AI Summary
“Toronto Tax Boutique is a professional accounting firm specializing in business taxation, providing comprehensive services such as tax planning and bookkeeping to support client financial needs.”
T2TaxPro Inc.Profile set up by Edverise AI
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T2TaxPro is a Canadian tax firm that focuses on corporate tax compliance and planning for small to medium-sized businesses. We assist entrepreneurs in filing their T2 and Québec CO-17 returns while enhancing their overall tax strategy. Unlike conventional accounting firms, we prioritize a tax-centri
Highlights
$50-99/hr
Avg Hourly Rate
2-9
Employees
Services Provided
49% Tax Consulting
40% Tax Planning
11% Accounting Services
AI Summary
“T2TaxPro Inc. is a Canadian online tax firm specializing in corporate tax compliance and strategic planning for small to medium businesses, offering transparent, tax-focused services without financial product promotion.”
J. Martin Wealth ManagementProfile set up by Edverise AI
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Jeff is a committed fiduciary financial advisor and the founder of J. Martin Wealth Management, a fee-based financial planning and wealth management firm with locations in Chandler, Gilbert, Maricopa, and Tucson, Arizona. With more than 15 years of experience in the financial services sector, Jeff h
Highlights
$250,000+
Min Project Size
$150+/hr
Avg Hourly Rate
2-9
Employees
Chandler, Arizona, Us
Services Provided
39% Financial Planning
30% Retirement Planning Services
20% Financial Advisory & Consulting
11% Tax Planning
AI Summary
“J. Martin Wealth Management, led by fiduciary advisor Jeff Martin, offers comprehensive fee-based financial planning and wealth management services across Arizona, focusing on retirement, investment, and tax planning.”
Anomaly CPAProfile set up by Edverise AI
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Anomaly CPA is a fully virtual cloud accounting and tax strategy firm that specializes in serving digital entrepreneurs and real estate investors across the United States. Recognized as the Concierge Accounting Firm of the Year in 2021 and among the Top 10 Firms for Technology in 2022, Anomaly is de
Highlights
$10,000+
Min Project Size
10-49
Employees
Boston, Massachusetts, Us
Services Provided
59% Accounting Services
30% Tax Planning
11% Accounting System Integration
AI Summary
“Anomaly CPA is a US-based virtual cloud accounting and tax strategy firm specializing in technology-driven services for digital entrepreneurs and real estate investors, delivering high-quality concierge solutions.”

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