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Top Accountants for Tax Planning & Strategy

Tax planning for businesses and individuals with sophisticated financial portfolios. Our directory features tax strategists who develop comprehensive plans to optimize tax positions and support long-term financial goals.
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Works with clients across the US
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32 Client Reviews
Boutique corporate & personal tax prep firm, led by a former IRS auditor.
$1,150-$29,500Annual Fixed Fee
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Works with clients across the US
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21 Client Reviews
Accounting & Finance for Cash Flow Businesses
$500-Project-Based Fee
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Works with clients across the US
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19 Client Reviews
Fractional CFO + Full-Service Accounting for Online Business Owners
$4,500-Quarterly
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Works with clients around the world
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12 Client Reviews
Expert tax, accounting, and fractional CFO services for small businesses, startups, and entrepreneurs.
$1,000-Annual Fixed Fee
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Works with clients across the US
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6 Client Reviews
White-Glove CPA Services for Solopreneurs (Ad Agencies, Consultants, Attorneys, and More) with $250K–$2M in Revenue
$1,700-Monthly
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Works with clients across the US
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4 Client Reviews
With over 20 years combined experience in "Big 4" public accounting, financial consulting, and high profile industry accounting, Steady Co provides the highest quality CPA services including bookkeeping, payroll, controllership, and tax services for small and medium sized business.
$500-Project-Based Fee

Frequently AskedQuestions

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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