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Find and Contact Accountants in Tax Planning & Strategy

Good Operator | Advisory Services, Bookkeeping, Fractional CFO Services
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22 Client Reviews

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"Chase was invaluable in providing me with the financial tools and information I needed to make a big decision for my company.  It was helpful to see the numbers, but he went beyond that by guiding me through the potential outcomes and responding to all my “what-if” questions."
Iota Finance | Advisory Services, Bookkeeping, Forensic Accounting
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13 Client Reviews

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"Great! They are fast and responsive. They get the work done."
Steady Co | Advisory Services, Bookkeeping, Fractional CFO Services
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6 Client Reviews

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"Working with Steady Co has been one of the best decisions I’ve made for my business in 2025. Their team is organized, communicative, and consistently goes above and beyond. They’ve helped me stay on top of my books, better understand my cash flow, and make smarter financial decisions. I truly feel like they are a partner in my growth—not just a service provider."
ECOM CPA | Advisory Services, Bookkeeping, Fractional CFO Services
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4 Client Reviews

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"I'm working with whitney and she's been very helpful, fast with responses, detailed and able to resolve any issue I've had"
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"Working with CPA on Fire has been a game-changer. Their team is responsive, strategic, and truly understands the needs of growing businesses. The fractional CFO support and personalized tax planning have added real value and peace of mind."
Anomaly CPA | Advisory Services, Bookkeeping, Mergers and Acquisitions
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2 Client Reviews

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"Fantastic team at Anomaly - Been a client for years and this is the ONLY place where you get CPA brainpower and legal advice IN ONE PLACE.   Before working with Anomaly about something complex, the response from my accountant was "speak to your attorney", who in turn would say "we should hop onto a call with your CPA".  
Anomaly brings it all together - like it should be!!!
Brilliant team and terrific insights."
Bookkeeper360 | Advisory Services, Bookkeeping, Fractional CFO Services
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2 Client Reviews

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"I have found the overall service invaluable to the success of my business. Highly recommend the team at BK60."
Purewater Financial | Advisory Services, Bookkeeping, Payroll Services
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1 Client Reviews

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"without a doubt 💯 Worked together for 2-3 years. Great service. Organized. Responsive. Knowledgeable. Always learning and sharing new info!"
The SaaS Bookkeeper | Bookkeeping, Tax Preparation, Business Tax Preparation
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1 Client Reviews

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"Our experience with The SaaS Bookkeeper has been fantastic. The bookkeeping process is effectively streamlined, requiring minimal input from my team and me. Their team is superbly responsive and immediately addresses my questions, and they even accommodate my occasional, short-notice expedited closing asks."
Grace CPA Services | Accounts Payable/Receivable, Audit Services, Budgeting & Forecasting
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1 Client Reviews

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"Grace CPA Services has been a godsend. A full service CPA who handles both my bookkeeping and accounting needs, using mastery of Quickbooks Online to facilitate the ease of money management. Stephanie is diligent and responsive to queries, and I always feel like I'm in good hands."
Red Bike Advisors | Advisory Services, Bookkeeping, Forensic Accounting
Red Bike Advisors is on a mission to help small business owners and medical practice owners simplify, streamline, and save with “Know Your Numbers” financial and tax insights.
Tax Firm - Yap Financial | Advisory Services, Tax Preparation, Tax Planning & Strategy
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Acuity | Accounts Payable/Receivable, Budgeting & Forecasting, Business Tax Preparation
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Zero Tax | Accounts Payable/Receivable, Advisory Services, Bookkeeping
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Heritage CPAs, PLLC | Audit Services, Budgeting & Forecasting, Business Tax Preparation
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Alicia Tashiro | Accounts Payable/Receivable, Budgeting & Forecasting, Business Tax Preparation
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Katherine Studley | Advisory Services, Bookkeeping, Business Formation
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Sam’s List is a directory for exploring accountants, bookkeepers, fractional CFOs, financial advisors, and wealth managers. We do not provide financial, investment, tax, or legal advice, nor do we recommend or endorse any specific professional. Some professionals participate in paid programs for additional visibility or leads. Users should independently verify any professional before engaging their services. Learn more in ourTerms of Service.
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