Review each firm’s Specialties and listed Specialists before choosing a profile or starting Get Matched.
Anderson Advisors provides strategic legal structuring, tax planning, and financial education. Its team of attorneys and strategists advises clients on building legal and financial foundations to help preserve wealth, with services and guidance concerning asset protection, taxes, and business planning.
Bement & Company is a Utah-based accounting firm serving clients nationwide. Its services include tax preparation and planning, tax strategy, accounting, bookkeeping, financial statements, business valuation, and cost segregation.
BORISMTAX provides tax planning and advisory services for business owners, with a focus on S corporation taxation. Its work includes year-round planning, compensation and distribution decisions, and deductions, credits, and incentives.
Bright Hill Advisors serves real estate investors, operators, and property managers. Its tax planning work includes cost segregation, bonus depreciation, 1031 exchanges, short-term rentals, entity structuring, and real estate professional status.
Cerebral Tax Advisors provides comprehensive tax planning for accomplished medical professionals. The firm also offers multi-state tax preparation.
David O. Awe, CPA provides tax preparation and planning for individuals and businesses, along with IRS audit representation and tax-debt resolution. The practice also supports clients with bookkeeping, financial statements, payroll, and business consulting.
Dental CPA provides dental-practice tax services, including tax planning, quarterly projections, entity optimization, and IRS audit representation.
ECOM CPA is a fully remote CPA firm focused exclusively on e-commerce. The firm’s CPAs, accountants, and e-commerce operators provide monthly accounting, tax planning, tax filing, and fractional CFO services for e-commerce brands. Its integrated team handles bookkeeping and tax work together and offers year-round planning for estimated taxes, entity and compensation changes, and business growth.
Focus Partners combines wealth planning with tax planning and preparation. Its planning work addresses retirement, business succession, liquidity events, and wealth transfer, with Jeffrey Levine serving as Chief Planning Officer.
Gassman, Denicolo & Ketron, P.A. provides legal services in estate planning, estate tax and trust planning, taxation, physician representation, health law, and corporate and business law.
Keebler & Associates, LLP advises high net worth individuals across the United States on preserving accumulated wealth. The firm’s practice includes family wealth transfer and preservation planning, charitable giving, retirement distribution planning, and estate administration. It also provides educational resources to estate planning professionals, including attorneys, financial advisors, trust officers, accountants, and insurance professionals.
Keystone CPA provides proactive tax planning for real estate investors. Its services include cost segregation guidance, business acquisition planning, tax-efficient exit strategies, and the development and implementation of written tax plans.
LedgerGurus provides accounting support for ecommerce businesses, including inventory and cost-of-goods-sold accounting, online sales tax, and sales-channel bookkeeping. The firm was founded by Brittany Brown to serve small businesses.
Neil Jesani Advisors serves high-income individuals, business owners, and ultra-high-net-worth clients. Its work includes proactive tax planning, tax preparation and compliance, entity structuring, retirement and deferral planning, and wealth transfer planning.
Oakridge Tax & Advisory provides tax planning and multi-family office advisory services for business owners, entrepreneurs, and families. Its work includes tax preparation and compliance, entity formation, equity incentive planning, investment structuring, and bookkeeping.
Phillips Business Group helps entrepreneurs and business owners plan for taxes. Its planning work includes rental-property sales, cost segregation, unused rental losses, 1031 exchanges, estimated tax payments, and cash balance plans.
Prosperl CPA advises business owners on tax planning, entity selection, and business structure. Its services also include tax return preparation and bookkeeping, with planning work addressing income shifting, fringe benefits, and after-tax investment returns.
Rafelson Law is an ecommerce-focused law firm serving online businesses. Its work includes sales tax, Amazon seller compliance, intellectual property protection, licensing, website privacy compliance, and business transactions.
Reed Tinsley, CPA provides accounting, tax, and advisory services focused on physicians, medical practices, medical groups, and other healthcare entities. Services include tax planning and preparation, financial management guidance, healthcare practice valuation, practice start-up assistance, litigation support, and revenue cycle management. The firm also supports practice financing through lender recommendations, financial forecasts, loan proposal review and negotiation, and loan restructuring.
Sales Tax and More provides sales tax consulting and research, registrations, and returns to companies and their trusted advisers. The firm serves sellers with U.S. and Canadian tax issues.
Tax Goddess Business Services provides proactive, forward-looking tax planning for S corporation owners and high-net-worth individuals. Its services include strategic tax coaching and guidance tailored to clients’ comfort with tax-strategy risk. The firm also helps high-earning business owners and entrepreneurs develop tax strategies.
Taxstra is a remote tax planning and accounting firm serving physicians, real estate investors, technology employees, and business owners. Its planning work includes multistate taxation, real estate strategies, S corporation elections and compensation, capital gains, and retirement strategies.
The Seller CPA provides accounting and tax support for ecommerce businesses. Its work includes ecommerce bookkeeping, income-tax compliance, entity tax reporting, inventory and cost-of-goods-sold accounting, and sales-tax compliance.
The Tax Boss specializes in real estate taxation, helping investors plan tax decisions throughout the year. Led by Ana Klein, the practice provides real estate tax planning, tax return preparation, and bookkeeping.
Tooth & Coin provides bookkeeping, financial reporting, and tax services for dental practices. The firm uses outsourced and automated financial workflows to help practice owners manage financial administration and identify the numbers they need to monitor.
WealthAbility advises entrepreneurs and investors on tax and wealth-building strategies. Its planning work includes business structuring, tax-efficient investment decisions, deductions, income conversion, tax-bracket shifting, credits, and deferral strategies.
XIT CPA is a tax strategy firm serving entrepreneurs with personalized tax planning. Its founder specializes in real estate syndications, oil and gas, mergers and acquisitions, and international tax.