Top Non-profit Tax Planning Companies

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

Ratings Updated: July 27, 2026

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10 Companies

Top Non-profit Tax Planning Companies

Katz, Nannis + SolomonProfile set up by Edverise AI
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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.”
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.”
Healthy Coin LLCProfile set up by Edverise AI
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Healthy Coin is a specialized accounting firm that advocates for the idea that good health is a form of wealth. We offer a range of services, including accounting, tax, finance, and consulting, for both individuals and businesses. Our primary service strategies focus on potential growth, value creat…
Highlights
25-49
Avg Hourly Rate
2-9
Employees
Services Provided
35% Accounting Services
30% Tax Planning
20% Financial Advisory & Consulting
15% Business Consulting Services
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.”
Carlton, Healy & FrederickProfile set up by Edverise AI
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Carlton, Healy & Frederick is a modest certified public accounting firm located north of Boston, MA, specializing in taxation for individuals, small businesses, and fiduciaries. The firm also offers tax planning for individuals and small enterprises, probate accounting, financial statement preparati…
Highlights
$1,000+
Min Project Size
100-149
Avg Hourly Rate
10-49
Employees
Marblehead, Massachusetts, United States
Location
Services Provided
49% Accounting Services
25% Tax Planning
15% Tax Preparation Services
11% Bookkeeping Services
AI Summary
“No AI summary available for this company yet.”
Chu and WatersProfile set up by Edverise AI
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The goal of CHU and WATERS, LLP is to deliver creative, tailored, and affordable accounting, consulting, and proactive tax planning services to assist our clients in achieving their personal and business objectives. We possess a deep understanding and significant experience in the financial reportin…
Highlights
$1,000+
Min Project Size
100-149
Avg Hourly Rate
10-49
Employees
San Francisco, California, United States
Location
Services Provided
40% Accounting Services
30% Business Consulting Services
30% Tax Planning
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.”
M
Majid Iravani Chartered Professional AccountantProfile set up by Edverise AI
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Majid Iravani is a Chartered Professional Accountant firm based in Richmond Hill, Ontario, serving the Greater Toronto Area. This full-service accounting firm focuses on corporate and personal tax, real estate tax, international tax, as well as accounting and advisory services. Majid has extensive e…
Highlights
$100,000+
Min Project Size
100-149
Avg Hourly Rate
2-9
Employees
Richmond Hill, Ontario, Canada
Location
Services Provided
49% Accounting Services
25% Tax Planning
15% Business Consulting Services
11% Estate Planning Services
AI Summary
“No AI summary available for this company yet.”
CAPATAProfile set up by Edverise AI
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CAPATA is a comprehensive accounting firm located in Orange County, California. Our emphasis is on delivering exceptional accounting services, tax planning, and strategic advice. With more than 35 years of experience, we have assisted business owners, executives, independent professionals, and afflu…
Highlights
$1,000+
Min Project Size
10-49
Employees
Laguna Niguel, 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.”
DCG | CPA and Management Consulting FirmProfile set up by Edverise AI
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In a landscape where many CPA firms focus solely on tax software, we at DCG take a different approach. We have positioned ourselves as leaders in offering comprehensive finance and accounting services, guided by an experienced CFO. Our objective as a professional CPA firm is to minimize the risks th…
Highlights
50-249
Employees
Phoenix, Arizona, United States
Location
Services Provided+1 Services
49% Accounting Services
11% Accounting System Integration
15% Financial Planning
15% Tax Planning
AI Summary
“No AI summary available for this company yet.”

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