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.

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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

117 Companies

List of the Best Tax Planning Agencies

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
“Prep Tax Smart offers comprehensive tax solutions including strategy development, audit support, liability resolution, tax filing, and financial accounting services, serving diverse client needs professionally.”
HOLMES & SWAFFORD CPAsProfile set up by Edverise AI
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Our highest priority is the careful management of your finances. We take pride in offering personalized and comprehensive services tailored to meet the unique needs of both individuals and businesses. The accounting requirements for our business clients differ significantly from those of individual
Highlights
2-9
Employees
Murfreesboro, Tennessee, Us
Services Provided
59% Accounting Services
21% Tax Planning
20% Tax Preparation Services
AI Summary
“Holmes & Swafford CPAs provides personalized accounting, tax planning, and financial management services, supporting individuals and businesses to optimize operations and reduce tax burdens.”
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, Us
Services Provided+1 Services
49% Accounting Services
11% Accounting System Integration
15% Financial Planning
15% Tax Planning
AI Summary
“DCG is a professional CPA and management consulting firm offering comprehensive finance and accounting services with expert oversight, ensuring accurate, efficient handling of complex financial needs.”
Wharton Wealth PlanningProfile set up by Edverise AI
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Wharton Wealth Planning is a fee-only fiduciary financial planning firm located in Manhattan, catering to individuals and families across New York City. As a member of CFP and NAPFA, we offer unbiased advice free from conflicts of interest, and we do not earn commissions or sales from products. We f
Highlights
$10,000+
Min Project Size
150+
Avg Hourly Rate
2-9
Employees
New York, New York, Us
Services Provided
50% Financial Planning
30% Wealth Management
20% Tax Planning
AI Summary
“Wharton Wealth Planning is a fiduciary financial firm in Manhattan offering commission-free, comprehensive planning and investment management to high-income clients, emphasizing retirement, tax efficiency, and risk management.”
Whin Global LLCProfile set up by Edverise AI
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Whin Global is a tax and accounting firm based in Columbus, Ohio, specializing in U.S. tax services for individuals, small businesses and their owners, as well as global companies with expatriates connected to the U.S. We are dedicated to providing personalized and attentive tax services tailored to
Highlights
2-9
Employees
Columbus, Ohio, Us
Services Provided
50% Tax Preparation Services
30% Accounting Services
20% Tax Planning
AI Summary
“Whin Global LLC is a Columbus-based tax and accounting firm specializing in tailored U.S. tax services for individuals, small businesses, and global clients, delivering personalized financial guidance and expert support.”
Parmar Accounting ServiceProfile set up by Edverise AI
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Parmar Accounting Service offers dependable accounting and tax solutions aimed at helping businesses in Charleston thrive confidently. Our offerings encompass bookkeeping, payroll, financial statement preparation, tax planning, and assistance with accounting software, all customized to meet your spe
Highlights
$1,000+
Min Project Size
150+
Avg Hourly Rate
2-9
Employees
Ladson, South Carolina, Us
Services Provided
59% Accounting Services
21% Payroll Services
20% Tax Planning
AI Summary
“Parmar Accounting Service in Charleston provides reliable, tailored accounting and tax services including bookkeeping, payroll, financial statements, and tax planning to support business success.”
Raj and Associates CPA PCProfile set up by Edverise AI
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Raj & Associates is a leading CPA firm located in Fairfax, VA, with a focus on tax planning, preparation, and accounting services. With more than ten years of experience, we have effectively assisted numerous businesses and individuals in managing their financial paths. Our committed team of Certifi
Highlights
2-9
Employees
Services Provided
50% Accounting Services
30% Tax Preparation Services
20% Tax Planning
AI Summary
“Raj & Associates CPA PC, a Fairfax-based firm, provides expert tax planning, preparation, and accounting services with personalized solutions ensuring compliance and optimized financial outcomes.”
CHARLES ANDREW, CPAProfile set up by Edverise AI
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Charles Andrew, CPA, based in Glendale, CA, is a comprehensive tax preparation firm that specializes in IRS taxation for both small businesses and individuals. We offer personalized tax preparation services that surpass what generic software can provide. Our team stays informed about evolving tax la
Highlights
2-9
Employees
Glendale, California, Us
Services Provided
69% Tax Preparation Services
16% Tax Consulting
15% Tax Planning
AI Summary
“CHARLES ANDREW, CPA provides personalized, comprehensive tax preparation and business consulting services for individuals and small businesses, emphasizing IRS compliance, secure document access, and up-to-date tax planning.”
Noack & CompanyProfile set up by Edverise AI
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Noack & Company is a comprehensive CPA and tax accounting firm located in Fort Myers, FL, dedicated to assisting individuals and businesses in attaining genuine financial clarity. With a focus on tax planning, compliance, accounting, resolving back taxes, and addressing foreign taxes such as FIRPTA,
Highlights
$5,000+
Min Project Size
100-149
Avg Hourly Rate
10-49
Employees
Fort Myers, Florida, Us
Services Provided
49% Accounting Services
20% Tax Planning
20% Tax Preparation Services
11% Tax Consulting
AI Summary
“Noack & Company is a Fort Myers CPA firm providing tax planning, compliance, accounting, and specialized services like FIRPTA, focused on tailored strategies and client success.”
Herbert Financial GroupProfile set up by Edverise AI
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Herbert Financial Group is a firm located in Los Angeles that specializes in tax services, which encompass strategic tax planning, business tax preparation, and retirement planning. We assist both business owners and individuals in California in reducing their tax liabilities and enhancing their sav
Highlights
10-49
Employees
Monrovia, California, Us
Services Provided
49% Tax Preparation Services
20% Tax Planning
16% Retirement Planning Services
15% Audit Services
AI Summary
“Herbert Financial Group in Los Angeles offers comprehensive tax and financial planning services, including tax strategy, retirement planning, audit support, and business tax solutions nationwide for individuals and businesses.”

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