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. Every profile sets out services, pricing, locations, and past work so you can compare on evidence. Use Edverise's filters to sort partners by budget, industry expertise, and location. Start comparing profiles to find the right match for your project.

How this list is built

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

117 Companies

List of the Best Tax Planning Agencies

Finance For ThoughtProfile set up by Edverise AI
View Profile Visit Website
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, 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.”
Hottenrott & Associates, LLCProfile set up by Edverise AI
View Profile Visit Website
Is this your business? Become an Edverise partner & Claim Now
Hottenrott & Associates is dedicated to discovering targeted and proactive tax strategies that enable our clients to achieve their financial and personal objectives.
Highlights
$5,000+
Min Project Size
50-99
Avg Hourly Rate
10-49
Employees
St. Peters, Missouri, Us
Services Provided
70% Tax Planning
30% Accounting Services
AI Summary
“Hottenrott & Associates, LLC specializes in proactive tax strategies designed to help clients meet their financial and personal goals effectively and efficiently.”
Business Dynamics IncProfile set up by Edverise AI
View Profile Visit Website
Is this your business? Become an Edverise partner & Claim Now
Business Dynamics is pleased to provide strategic tax planning services in the United States and Canada, along with representation for clients in matters related to tax collection agencies in the U.S. Our offerings do not include high-risk planning strategies.
Highlights
$25,000+
Min Project Size
50-249
Employees
Little Rock, Arkansas, Us
Services Provided
70% Tax Planning
30% Tax Resolution & IRS Representation
AI Summary
“Business Dynamics Inc. offers strategic tax planning and client representation services across the U.S. and Canada, specializing in compliant, risk-averse solutions without high-risk strategies.”
Cross Border TaxesVerified Profile
View Profile Visit Website
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
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.”
H
Hack Your TaxProfile set up by Edverise AI
View Profile Visit Website
Is this your business? Become an Edverise partner & Claim Now
Hack Your Tax provides professional, year-round tax planning services for individuals and business owners in Fort Smith and nearby regions. Boost your income now!
Highlights
2-9
Employees
Services Provided
70% Tax Planning
30% Accounting Services
AI Summary
“Hack Your Tax delivers expert year-round tax planning and advisory services to individuals and businesses in Fort Smith, enhancing financial outcomes effectively and professionally.”
Tax Plan Strategists LLCProfile set up by Edverise AI
View Profile Visit Website
Is this your business? Become an Edverise partner & Claim Now
Tax Plan Strategists LLC assists high-income individuals and entrepreneurs in legally lowering their substantial tax obligations by implementing proactive tax planning and effective entity structuring. With more than 20 years of experience, our firm offers strategic tax advisory services aimed at mi
Highlights
2-9
Employees
Spring, Texas, Us
Services Provided
60% Tax Planning
40% Tax Consulting
AI Summary
“Tax Plan Strategists LLC provides expert tax planning and entity structuring services for high-income individuals and entrepreneurs, aiming to minimize tax liabilities while ensuring regulatory compliance.”
Katz, Nannis + SolomonProfile set up by Edverise AI
View Profile Visit Website
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, Us
Services Provided
50% Tax Planning
50% Tax Preparation Services
AI Summary
“Katz, Nannis + Solomon, P.C. delivers comprehensive, personalized tax and corporate services catering to diverse individual and business needs with expert technical proficiency.”
Equity TaxationProfile set up by Edverise AI
View Profile Visit Website
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, 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.”
Koontz & Parkin, CPAsProfile set up by Edverise AI
View Profile Visit Website
Is this your business? Become an Edverise partner & Claim Now
Koontz & Parkin, CPAs assist individual taxpayers with tax planning and preparation. We aim to ensure you take advantage of the latest tax regulations. Many taxpayers may not know about the standard and new deductions available to them. Our team at Koontz & Parkin, CPAs will help you identify the de
Highlights
2-9
Employees
Sarasota, Florida, Us
Services Provided
50% Tax Planning
50% Tax Preparation Services
AI Summary
“Koontz & Parkin, CPAs specializes in tax planning and preparation for individuals, helping clients identify deductions and develop strategies to reduce tax liabilities and maximize savings.”
KB Tax Deviser CPAsProfile set up by Edverise AI
View Profile Visit Website
Is this your business? Become an Edverise partner & Claim Now
KB Tax Devisers offers personalized and inventive tax-saving strategies along with financial advice to help business owners achieve peace of mind, allowing them to save more money each day. Work with our expert tax advisor to access top-notch tax strategies.
Highlights
10-49
Employees
Services Provided
50% Tax Planning
50% Accounting Services
AI Summary
“KB Tax Deviser CPAs provides personalized tax-saving strategies and financial advice, empowering business owners to optimize savings and achieve financial peace of mind through expert guidance.”

2 3 4 5 6

...

12 Next»

Latest insights & expert perspectives

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

Trust & Reviews

B2B Reviews Are Dying What Comes Next?

For the past decade, online reviews have been the default trust signal for B2B buyers. Before signing a contract with an agency, you check their Clutc

Nihar Ranjan Rout

B2B Strategy

The Discovery Gap: Why Great Work Isn't Enough Anymore

There was a time when doing exceptional work was enough to build a thriving agency. The work spoke for itself. Clients referred you. Reputation compou

Akash Mahapatra

Industry Trends

The Era of the Directory Is Over. Here's What's Replacing It.

The B2B directory had a good run. For two decades, it was the primary infrastructure connecting buyers with service providers a digital marketplace bu

Nihar Ranjan Rout

Check All Our Blogs

One Platform. One Promise. One Trust.

Whatever your business challenge, browse our most in-demand service categories to find top-rated companies and providers.