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

A
Accurate Advisory GroupProfile set up by Edverise AI
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We assist affluent families in creating, safeguarding, and transferring their wealth by offering tax strategies, cash flow management, and exclusive investment options.
Highlights
2-9
Employees
Services Provided
50% Financial Advisory & Consulting
30% Tax Planning
20% Wealth Management
AI Summary
“Accurate Advisory Group provides affluent families with comprehensive wealth management, including tax strategies, cash flow management, and exclusive investment opportunities to preserve and grow assets.”
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, Us
Services Provided
49% Accounting Services
25% Tax Planning
15% Tax Preparation Services
11% Bookkeeping Services
AI Summary
“Carlton, Healy & Frederick is a certified public accounting firm near Boston offering tax services, financial statement preparation, probate accounting, and QuickBooks training for individuals and small businesses.”
Divine Taxes USAProfile set up by Edverise AI
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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
“Divine Taxes USA provides expert virtual tax preparation, planning, and financial management services, ensuring a seamless, stress-free experience for personal and business clients.”
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, Ca
Services Provided
49% Accounting Services
25% Tax Planning
15% Business Consulting Services
11% Estate Planning Services
AI Summary
“Majid Iravani is a Richmond Hill-based Chartered Professional Accountant firm providing comprehensive tax, accounting, and advisory services across corporate, personal, real estate, and international sectors.”
Tax Expert Today LLCProfile set up by Edverise AI
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Tax Expert Today LLC is a specialized tax advisory firm that focuses on sophisticated tax strategies, proactive planning, and entity structuring for business owners, investors, and individuals with high incomes. We transcend standard tax preparation by emphasizing long-term planning, assisting clien
Highlights
$1,000+
Min Project Size
2-9
Employees
Naples, Florida, Us
Services Provided
69% Tax Consulting
20% Tax Planning
11% Tax Preparation Services
AI Summary
“Tax Expert Today LLC offers specialized tax advisory services, emphasizing strategic planning and entity structuring to help high-income clients optimize tax outcomes and build sustainable wealth.”
Alchemy SearchProfile set up by Edverise AI
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Alchemy Search is a prominent corporate tax consultancy in the UAE, providing expert advice and strategic solutions for businesses of all sizes. Their skilled team of tax professionals specializes in managing the intricacies of the UAE's corporate tax environment, ensuring compliance with regulation
Highlights
$1,000+
Min Project Size
<25
Avg Hourly Rate
10-49
Employees
Dubai, Dubayy, Ae
Services Provided
84% Tax Consulting
16% Tax Planning
AI Summary
“Alchemy Search is a UAE-based corporate tax consultancy offering tailored advisory, planning, and compliance services to optimize tax efficiency and ensure regulatory adherence for diverse businesses.”
Shemie CPAProfile set up by Edverise AI
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Shemie CPA is a prominent, comprehensive accounting firm in Canada that focuses on Real Estate Tax, Accounting, Bookkeeping, Corporate Advisory, and CFO Services for entrepreneurs nationwide. Our real estate accountants handle a wide range of tasks, including tax planning, compliance, in-depth finan
Highlights
50-249
Employees
Montreal, Quebec, Ca
Services Provided
40% Accounting Services
25% Tax Planning
20% Financial Advisory & Consulting
15% CFO Services
AI Summary
“Shemie CPA is a Canadian accounting firm offering specialized real estate tax, accounting, advisory, and CFO services, delivering customized financial solutions to support entrepreneurial growth nationwide.”
IQTaxHubProfile set up by Edverise AI
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The IQTaxHub Taxation Knowledge Base serves as your all-in-one source for tax-related information. Whether you are a business owner, individual taxpayer, or tax professional, our extensive platform provides expert insights, useful tools, and the latest information to assist you in managing the compl
Highlights
$1,000+
Min Project Size
<25
Avg Hourly Rate
10-49
Employees
New York, New York, Us
Services Provided
89% Tax Consulting
11% Tax Planning
AI Summary
“IQTaxHub offers comprehensive tax knowledge, expert insights, and tools to help individuals and businesses navigate tax laws, ensuring informed, compliant, and optimized tax management.”
Pacific Northwest Wealth ManagementProfile set up by Edverise AI
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Pacific Northwest Wealth Management is a specialized, independently operated wealth management and financial advisory firm. We focus on retirement, education, tax, and legacy planning for both individuals and businesses in the Pacific Northwest, using a range of insurance and investment options. Our
Highlights
2-9
Employees
Vancouver, Washington, Us
Services Provided
59% Wealth Management
21% Financial Advisory & Consulting
20% Tax Planning
AI Summary
“Pacific Northwest Wealth Management offers comprehensive financial advisory services, specializing in retirement, tax, education, and legacy planning to create personalized, holistic strategies for individuals and businesses.”
VJN & AssociatesProfile set up by Edverise AI
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VJN & Associates ranks among the leading accounting firms in New York. Based in New York City (Bayside, Queens), we are a full-service CPA tax accounting firm offering a comprehensive range of certified public accounting services that cover nearly every facet of your financial well-being. Our expert
Highlights
$1,000+
Min Project Size
50-99
Avg Hourly Rate
10-49
Employees
New York, New York, Us
Services Provided+1 Services
49% Accounting Services
20% Tax Planning
15% Tax Preparation Services
10% Audit Services
AI Summary
“VJN & Associates is a full-service CPA firm in New York City, providing comprehensive accounting, tax, audit, and financial management services for individuals and businesses.”

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