Top Financial Advisors for Estate Planning
Estate planning services that protect and transfer wealth according to your wishes. Our directory connects you with advisors who create strategic plans for wealth preservation, tax efficiency, and legacy goals.
Works with clients across the US
32 Client Reviews
Requirements:
No Minimum
Boutique corporate & personal tax prep firm, led by a former IRS auditor.
Individual Tax Preparation
Tax Resolution & IRS Representation
Tax Planning & Strategy
Bookkeeping
Business Tax Preparation
Specialities
$1,150-$29,500Annual Fixed Fee
Works with clients across the US
25 Client Reviews
Requirements:
$1,000,000 Minimum Income, $1,000,000 Minimum Revenue
We provide freedom for business owners as their fractional accounting, finance, and tax team...
Advisory Services
Bookkeeping
Fractional CFO Services
Tax Preparation
Mergers And Acquisitions
Cash Flow Management
Specialities
E-commerce Businesses
Real Estate Investors
SMB Owners
High Net Worth Individuals
Non-Profit Organization
Solopreneurs
Venture-Backed Startups
$1,000-$15,000Monthly
Works with clients across the US
21 Client Reviews
Requirements:
No Minimum
Accounting & Finance for Cash Flow Businesses
Advisory Services
Bookkeeping
Fractional CFO Services
Payroll Services
Tax Preparation
Accounts Payable/Receivable
Budgeting & Forecasting
Business Tax Preparation
Cash Flow Management
Forensic Accounting
Individual Tax Preparation
Mergers And Acquisitions
Tax Planning & Strategy
Due Diligence
Business Valuations
Specialities
E-commerce Businesses
SMB Owners
Solopreneurs
Franchise Owner
$500-Project-Based Fee
Works with clients across the US
19 Client Reviews
Requirements:
$500,000 Minimum Revenue
Fractional CFO + Full-Service Accounting for Online Business Owners
Advisory Services
Bookkeeping
Fractional CFO Services
Payroll Services
Tax Preparation
Tax Planning & Strategy
Tax Resolution & IRS Representation
Individual Tax Preparation
Cash Flow Management
Business Tax Preparation
Budgeting & Forecasting
Forensic Accounting
Specialities
SMB Owners
High Net Worth Individuals
E-commerce Businesses
Solopreneurs
Ultra High Net Worth Individual
Franchise Owner
Venture-Backed Startups
$4,500-Quarterly
Works with clients around the world
11 Client Reviews
Requirements:
$500,000 Minimum Income, $500,000 Minimum Revenue
Expert tax, accounting, and fractional CFO services for small businesses, startups, and entrepreneurs.
Advisory Services
Bookkeeping
Forensic Accounting
Fractional CFO Services
International Tax Services
Mergers And Acquisitions
Payroll Services
Tax Preparation
Budgeting & Forecasting
Business Tax Preparation
Due Diligence
Post-Merger Integration Support
Accounts Payable/Receivable
Business Formation
Business Valuations
Cash Flow Management
Individual Tax Preparation
Sales Tax
Tax Planning & Strategy
Tax Resolution & IRS Representation
Specialities
Cryptocurrency Investors
E-commerce Businesses
High Net Worth Individuals
Real Estate Investors
Venture-Backed Startups
Qualified Small Business Stock Holder
SMB Owners
Solopreneurs
Ultra High Net Worth Individual
Franchise Owner
Non-Profit Organization
$1,000-Annual Fixed Fee
Works with clients around the world
9 Client Reviews
Requirements:
No Minimum
Forward-Thinking, Modernized, White-Glove Tax Preparation and Consulting Services by Trusted, Experienced CPAs
Tax Preparation
Specialities
Real Estate Investors
High Net Worth Individuals
SMB Owners
Qualified Small Business Stock Holder
Frequently AskedQuestions
Find & Connect with Accountants, Fractional CFOs, and Financial Advisors
Company
Professional Services
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.
