Top Medical Tax Planning Companies

Discover top Tax Planning companies with proven expertise in the Medical industry. Compare verified reviews, pricing, and capabilities to find the right partner on Edverise.

Ratings Updated: July 29, 2026

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17 Companies

Top Medical Tax Planning Companies

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+
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.”
Daigle & AssociatesProfile set up by Edverise AI
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Daigle & Associates LLP focuses on offering tax consulting, compliance, and business advisory services tailored for wealthy families, corporate leaders, entrepreneurs, private equity firms, private foundations, and mid-sized companies. Our extensive experience spans various sectors, including real e…
Highlights
$1,000+
Min Project Size
50-99
Avg Hourly Rate
10-49
Employees
Boston, Massachusetts, United States
Location
Services Provided
40% Tax Consulting
25% Tax Planning
20% Business Consulting Services
15% Tax Preparation Services
AI Summary
“No AI summary available for this company yet.”
Prep Tax SmartProfile set up by Edverise AI
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Tax Strategy, Audit Support, Tax Liability Resolution, Tax Filing, Financial Accounting Services.
Highlights
$1,000+
Min Project Size
50-99
Avg Hourly Rate
2-9
Employees
Services Provided+1 Services
30% Tax Planning
25% Audit Services
15% Tax Preparation Services
15% Tax Resolution & IRS Representation
AI Summary
“No AI summary available for this company yet.”
Water Street AssociatesProfile set up by Edverise AI
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Water Street Associates, established in 2007, aims to deliver exceptional tax preparation services to clients worldwide. Catering to both individuals and businesses, the firm has garnered a stellar reputation, attracting leading clients from diverse sectors such as high technology, biotechnology, IT…
Highlights
$1,000+
Min Project Size
2-9
Employees
Boston, Massachusetts, United States
Location
Services Provided
59% Tax Preparation Services
25% Tax Planning
16% Accounting Services
AI Summary
“No AI summary available for this company yet.”
DePretis CPAsProfile set up by Edverise AI
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DePretis CPAs is a certified public accounting firm dedicated to providing services to businesses, entrepreneurs, and families in the San Francisco Bay Area. Our expertise lies in assisting businesses and their owners with year-round tax planning, accounting, and consulting services aimed at helping…
Highlights
$1,000+
Min Project Size
100-149
Avg Hourly Rate
2-9
Employees
Pleasanton, California, United States
Location
Services Provided
50% Accounting Services
30% Tax Planning
20% Business Consulting Services
AI Summary
“No AI summary available for this company yet.”
Cultivate CPA PCProfile set up by Edverise AI
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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.”
AGA AdvisorsProfile set up by Edverise AI
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For many years, AGA Advisors has offered tailored financial advice to individuals and businesses in the community. Our services include everything from fundamental tax management and accounting to more comprehensive options like audits, financial statements, and financial planning. AGA Advisors is r…
Highlights
2-9
Employees
Lake Mary, Florida, United States
Location
Services Provided
50% Accounting Services
30% Tax Planning
20% Audit Services
AI Summary
“No AI summary available for this company yet.”
Advanced Tax AdvisorsProfile set up by Edverise AI
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We are tax consultants and accountants offering a range of services including tax planning and strategies, accounting solutions, payroll management, IRS representation, CFO services, and business consulting. Our team collaborates with both individuals and businesses to address all their tax planning…
Highlights
$1,000+
Min Project Size
2-9
Employees
Miami, Florida, United States
Location
Services Provided+1 Services
34% Tax Planning
25% Accounting Services
15% Payroll Services
15% Tax Resolution & IRS Representation
AI Summary
“No AI summary available for this company yet.”
3
360AccountantsProfile set up by Edverise AI
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At 360Accountants, we’re not just accountants; we’re your reliable financial partners. Our specialization is in bookkeeping and tax services tailored for small to medium-sized businesses. Whether you’re launching a new venture or running an established business, we’re here to support you. Our goal i…
Highlights
<25
Avg Hourly Rate
2-9
Employees
Services Provided
39% Accounting Services
30% Tax Planning
20% Tax Preparation Services
11% AI-Driven Cost Reduction Services
AI Summary
“No AI summary available for this company yet.”
Copeland BuhlProfile set up by Edverise AI
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As a leading accounting firm in Minneapolis, Minnesota, and the broader Midwest, we offer outstanding tax planning, financial audit, and outsourced accounting management services to startups, established businesses, and wealthy individuals. Our team of skilled tax and accounting experts is dedicated…
Highlights
50-249
Employees
Plymouth, Minnesota, United States
Location
Services Provided
40% Tax Planning
30% Audit Services
30% Accounting Services
AI Summary
“No AI summary available for this company yet.”

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Top Medical Tax Planning Companies

Top Medical Tax Planning Companies

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Latest insights & expert perspectives

Explore data-backed surveys with inputs from top industry experts.

Why the Best Tech Agencies Are Invisible to the Buyers Who Need Them Most

Nihar Ranjan Rout

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Akash Mahapatra

The Hidden Cost of a Bad Vendor Decision

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