Find and Contact Accountants in Tax Planning & Strategy
Good Operator - Accounting, Finance, Tax, & Fractional CFO
24 Client Reviews
"Chase is generous with his time and knowledge and genuinely cares about small businesses. He is kind and clear and makes sure you understand and have what you need. I find him to be patient and methodical and very human. I highly recommend him and his team."
Iota Finance
12 Client Reviews
"Great! They are fast and responsive. They get the work done."
Steady Co - Accounting, Tax & Fractional CFO
13 Client Reviews
"Everything has been easy, professional, and straight forward."
Pilot Management Group
11 Client Reviews
"Working with Kellan has been a great experience. She is thorough, patient, and always willing to answer questions in a way that makes you feel informed rather than overwhelmed. She is so knowledgable and transparent, and I can tell she has a genuine desire to help. I feel so supported and understood every step of the way. I couldn’t recommend her more."
Solopreneur Tax
9 Client Reviews
"Excellent experience and would recommend to others. I'm not sure why anyone works with big firms anymore when you can have full confidence that you will get great expertise and service likes this."
Ever Ledger
8 Client Reviews
"Working with the Ever Ledger team has been fantastic. I no longer spend multiple hours a week hunting down invoices and ledger entries. And their monthly close reporting is some of the best I've seen."
Solopreneur CPA (Matt Chiappetta, CPA)
6 Client Reviews
"Securing Matt's services has been my best investment in the last 24 months. He does all of my business and personal accounting. I don't spend one minute worrying about it anymore. He affords me more time with my family and friends. I couldn't ask for anything more."
OLarry
5 Client Reviews
"Great experience so far, they've been very communicative and proactive."
YOLO Numbers
4 Client Reviews
"Great! They took some really messy books, cleaned them up, did much better tax planning than my former accountant.
Before I was really stressed about my accounting. My I have a solid team and a system backing me up!"
Before I was really stressed about my accounting. My I have a solid team and a system backing me up!"
ECOM CPA
4 Client Reviews
"I'm working with whitney and she's been very helpful, fast with responses, detailed and able to resolve any issue I've had"
CPA on Fire - Concierge Tax Strategy & Advisory
4 Client Reviews
"My experience has been outstanding. They are organized, proactive, and genuinely invested in helping my business thrive. Their support has not only improved my financial systems but has also given me the freedom to focus on the areas of my work where I’m most needed. I feel informed, supported, and confident knowing they’re managing such an important part of my business."
Blackbird Tax Services
3 Client Reviews
"Thought they were very attentive to detail, prompt and courteous professionals. They had no problems addressing my tax concerns and took the time to listen to and answer all my questions. Made filing taxes simple and easy. Will use them again and highly recommend."
Anomaly CPA
2 Client Reviews
"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."
Anomaly brings it all together - like it should be!!!
Brilliant team and terrific insights."
Bookkeeper360
2 Client Reviews
"I have found the overall service invaluable to the success of my business. Highly recommend the team at BK60."
Grace CPA Services
2 Client Reviews
"Great experience. She was fast. Not pushy even though I moved a bit slow and always helpful. I will definitely be working with Stephanie again."
CORE Group
2 Client Reviews
"Fantastic! I highly recommend CORE Group"
Purewater Financial
1 Client Reviews
"without a doubt 💯 Worked together for 2-3 years. Great service. Organized. Responsive. Knowledgeable. Always learning and sharing new info!"
The SaaS Bookkeeper
1 Client Reviews
"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."
Zhong & Sanchez
1 Client Reviews
"Our experience has been phenomenal. Approachable, yet professional. Competitive pricing, broad expertise, immediate solutions, and love how they are leveraging AI and software like Kick.co"
Revel CPA
1 Client Reviews
"I couldn't recommend Revel more highly. The entire team is knowledgeable, communicative, and professional in every interaction. I recently had a tax matter that was difficult to resolve and Martin, the CEO, personally stepped in to help and ensure it got solved. Don't hesitate in bringing Revel on as your advisors."
Red Bike Advisors
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
I help business owners and real estate investors save taxes and keep more of their earnings. Save more taxes, build wealth, and protect your assets!
Acuity
Scale confidently – our clients see a 313% higher survival rate.
Zero Tax
Flat rate single source accounting, bookkeeping and tax solution for small to medium size businesses.
Heritage CPAs, PLLC
Our firm looks for active and ongoing engagement with our clients and seeks to be a partner in long term growth and success.
Alicia Tashiro
One dedicated team handles your complete financial operations—bookkeeping, CFO advisory, and tax strategy—so you can focus on growing your business.
Katherine Studley
Where tax systems meets entrepreneurs, no judgement.
Lauren Ritzert McMinn, CPA, LLC
Boutique CPA firm supporting solo business owners.
LaRuffa & Danylchuk, LLP
Small firm values with Big Four expertise
Coyle Business Solutions
Mini-CFO & Bookkeeper for Attorneys; TaxPro for All
TaxCentric
Accounting & Financial Advising that prioritizes expertise and customer service.
Tax GPS Group
We provide advanced tax strategy to high income earners.
SAS Tax & Accounting
SAS Tax & Accounting is a friendly accounting firm providing bookkeeping, tax and advisory services, with a focus on clear communication, timely follow up and making financial topics easy to understand.
Zee Barfoot, CPA PLLC
Helping you achieve your goals through all things finance!
The Millennial CPA
R&D Credit studies for venture-backed startups. Business and individual tax return preparation, including equity advisory and investment-related tax issues.
Hunter T. Bracy, CPA, PLLC
CPA focused on helping the businesses that keep our world turning - farmers and tradesmen.
Russell Monteith CPA PLLC
New York–based tax services firm specializing in complex tax compliance and strategic planning for individuals and small businesses.
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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.
