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777 Sourcing.

Capability

Tax planning

Suppliers
118
States & provinces
34
Countries
1

118 tax planning suppliers across 34 states and provinces in 1 country. Profiles show capabilities, materials, certifications, and facility locations so you can compare shops and build a shortlist.

Suppliers

Fleur Tax Prep Services LLC is a tax preparation firm established in 2021, based in Brooklyn, New York. It specializes in helping individuals and single-member LLCs meet tax obligations, offering tax preparation, tax planning, notary services, IRS correspondence assistance, and business management support. The firm is led by CEO and founder Shornell Lafleur, AFSP, a certified tax specialist.

business managementelectronic filingIRS audit assistanceremote notarizationTax preparation

FLUENT FINANCIALS LLC

SILVER SPRING, MD

Fluent Financials, LLC is an established CPA firm based in Montgomery County, Maryland, serving clients across Washington DC, Maryland and Virginia, in New York and New Jersey, and beyond. Led by Aviva Hendry, CPA, the firm's team of CPAs, bookkeepers and office staff serves individuals, families and small to mid-size businesses with tax planning and preparation, monthly accounting and bookkeeping, fractional CFO services and year-round business filings.

1099 PreparationBookkeepingBudgetingBusiness consultingentity formationFinancial forecastingFractional CFOmonthly closepayroll filingsQuickBooksreconciliationssales tax filingsTax preparation

Francis Business Consulting provides professional accounting, tax planning, payroll management, and business consulting services in Kennesaw, Georgia, serving small businesses, nonprofits, and government contractors.

AccountingBusiness consultingpayroll management

Fraze & Company, CPAs is an Illinois CPA firm that provides accounting, tax, and financial advisory services to small businesses and organizations. The firm works with clients year-round on bookkeeping, tax planning and preparation, payroll, incorporation, audit and assurance, and business consulting, and serves industries including adult daycare, HOAs, nonprofits, farms/agriculture, retail, transportation, law firms, and medical practices. It is a Service-Disabled Veteran-Owned Small Business (SDVOSB).

AccountingauditBookkeepingBusiness consultingCompilationsFreshBooks supportIncorporation ServicesOutsourced CFO Servicespayroll processingQuickBooks supportReviewsTax preparation

Galacey Tax & Financial Services is a financial coaching, tax preparation, and bookkeeping firm based in Houston, Texas, serving clients in Texas, across the United States, and globally, including expatriate clients. Led by Rose Galbreath, the firm offers personalized financial advisory, bookkeeping, and tax services.

BookkeepingBusiness consultingCFO consultingfinancial analysisnotary publicpayroll servicesTax preparation

Goldman Tax and Advisory is the U.S. practice of the Goldman firm, providing tax, accounting and forensic accounting for mid-sized, owner-led businesses nationwide. Led by Managing Partner Rodd Goldman, CPA and Certified Fraud Examiner with more than 30 years of financial and tax experience, licensed in Illinois and the U.S. Virgin Islands. The firm operates remote-first with a sister office in the U.S. Virgin Islands (goldman.vi).

Controller servicesexpert witnessfraud examinationIRS representationlitigation supportoutsourced accountingtax compliance

GOVETERAN

PHOENIX, AZ

GOVETERAN, INC. is a certified Service-Disabled Veteran-Owned Small Business (SDVOSB) and independent strategic advisory firm providing financial forensics, litigation support, strategic tax advisory, tax compliance and administrative representation services. Founded by Jacob Choi, a U.S. Army veteran, the firm draws on more than a decade of federal financial operations and asset investigations experience within the U.S. Department of Justice and Drug Enforcement Administration.

asset tracingdiscovery analysisexpert reportsfinancial expert witness servicesfinancial reconstructionfinancial scheduleslitigation consultingtax controversy representationtax-return preparationtransaction analysis

HAYNES AND ASSOCIATES

CHANDLER, AZ

haynes & associates We help Real Estate Investors, and Restuarant & Bar owners strategically plan to be profitable. Sign Up Today! Jodie R. Haynes of Haynes and Associates, Tax and Notary Services, has decades of experience in real estate and mortgages. As a broker-owner in California, a mortgage loan officer, and Sr. DE Underwriter in Arizona, she has been passionate about assisting people and organizations with financial and real estate investments. In her role as a business owner. Within the real estate and hospitality industry. Jodie saw firsthand how difficult it can be for business owners to juggle multiple projects and how important it is to have someone else handling the details, so they can focus on what matters. Haynes & Associates, Tax and Notary Services is founded on that principle, helping individuals and businesses succeed by simplifying their financial process. About Us.

Bookkeepingbusiness formationcash flow managementfinancial planningmobile notarynotary servicespayroll processingremote online notarizationReviews, audits, and compilationssuccession planningTax preparationTax relief

HFA, Holman, Frenia, Allison P.C., is a New Jersey based firm of CPAs and advisors who provide financial solutions to advisory, audit and tax clients. The firm serves industries including governmental, non-profit, construction, professional services, small business, and family office.

agreed-upon proceduresauditBusiness ValuationCompilationsFinancial Reporting & ForecastingForensic AccountingInternal Controls AssessmentOperational ReviewsOutsourced BookkeepingOutsourced CFO ServicesreviewTax preparation

ISAANA TAX LLC

PEORIA, IL

Isaana Tax & Accounting LLC is a tax and accounting firm located in Peoria, Illinois, with an additional location in Springfield, Illinois. The firm's Enrolled Agents provide tax preparation and planning services, helping clients maximize deductions and serving as an external accounting department for businesses.

AccountingTax preparation

Jackson Elite Tax & Consulting, LLC provides elite and tailored tax preparation and advisory services for all taxpayers in Denver, CO. The firm serves individuals, small businesses, and nonprofits as a year-round partner offering tax preparation, tax planning, bookkeeping, payroll services, and audit protection.

Accountingaudit protectionBookkeepingconsultingIRS audit supportnonprofit accountingpayroll servicesTax preparationtax resolution

James Lawrence Associates, LLC is a tax and financial services firm serving individuals, business owners, and independent contractors. It prepares and files federal and state tax returns, offers tax planning and forecasting, business formation and registration, and serves as an IRS Certifying Acceptance Agent facilitating ITIN issuance. It also partners with Subversivo as an Immigration Bond Referral Agent.

business formationimmigration bond referralIRS Certifying Acceptance AgentITIN facilitationtax forecastingtax-return preparation

JD Business Consultant is an IRS-certified tax and accounting firm based in Haines City, Florida, serving individuals and businesses across Central Florida. They provide personal and business tax preparation, accounting and bookkeeping, payroll, sales tax compliance, IRS account monitoring, and federal and state audit representation. Their IRS-authorized team also offers online tax preparation, ITIN application assistance, business capital access, and specialized tax solutions for industries such as healthcare, IT, education, and professional services.

Accountingaudit representationBookkeepingBusiness consultingIRS account monitoringonline tax preparationpayrollTax preparation

JENNY TAX SERVICE LLC

NICHOLS HILLS, OK

Jenny Tax Service is based in Oklahoma City, OK, and provides tax, bookkeeping, payroll, and business startup assistance to small businesses, entrepreneurs, and independent contractors in Oklahoma City, Edmond, and the surrounding metro area. It specializes in partnering with local contractors, plumbers, electricians, HVAC techs, and construction crews. The business is run by Jennifer Hardin.

Bookkeepingbusiness registrationCFO servicesfinancial reportingpayrollTax preparation

JIM PANEK CPA LLC

MILWAUKEE, WI

Don't Panek CPA is a Milwaukee, Wisconsin-based tax and accounting practice led by Jim Panek, a Licensed Certified Public Accountant. The firm provides tax return preparation and planning specialized for Wisconsin and Illinois, small businesses, and rental real estate property, and assists Medicare Audit Contractors with audits and reviews of hospitals, skilled nursing facilities, and related cost issues. It has served clients' tax and Medicare contracting needs for over 10 years.

Medicare audit and review assistanceTax preparation

Jones Wealth Management Group was launched in 2001 in Memphis, Tennessee, to provide investment, retirement, and estate planning advice that educates and helps clients build, manage and maintain wealth. Led by Martavius D. Jones, a Chartered Federal Employee Benefits Consultant, the firm focuses on federal government employees but also serves individuals, families, small businesses, trusts, pension, and retirement plans.

Asset allocationBusiness retirement plan installationComprehensive financial planningEducation planningestate planningFederal retirement benefit analysisFee-based money managementInsurance needs modelingretirement planningRetirement plan rollover/distribution management

JUST IN TIME TAX SERVICES

DORCHESTER, MA

JIT Tax and Accounting Services is a full-service accounting and advisory firm providing tax, accounting, business advisory and financial wealth strategies to help individuals and small businesses grow, manage, and keep their profits. Services include tax preparation and planning, bookkeeping, payroll management, business formation, startup consulting, and ongoing financial guidance, along with strategic planning, cash flow management, and profitability analysis.

Bookkeepingbusiness formationcash flow managementfinancial guidancepayroll managementprofitability analysisstartup consultingstrategic-planningTax preparation

Keegan Linscott & Associates, PC is a Tucson, Arizona CPA firm founded in 1994 by three accountants who had worked together at Coopers & Lybrand. It employs over forty professionals and serves clients throughout the United States, offering audit, tax, and consulting services with a specialization in government contractor accounting.

auditsBookkeepingBusiness consultingDCAA complianceexpert witnessFAR auditsfinancial statement auditsForensic Accountingfraud investigationgrant auditsindirect cost rate auditsrisk advisoryTax preparation

Keisha L. Rondeno, CPA, PLLC is a Houston, Texas CPA firm specializing in tax strategy planning, tax preparation, accounting, bookkeeping, and advisory services for real estate businesses and professionals, including real estate agents and brokers, investors, property managers, and contractors. The firm aims to help clients maximize deductions, reduce tax liability, and build wealth.

AccountingBookkeepingBudgetingBusiness advisorycash flow managementFinancial Statement PreparationpayrollTax preparation

KEI TAX & ACCOUNTING

SPRINGFIELD, OH

KEI Tax & Accounting provides virtual tax preparation, tax planning, accounting, bookkeeping, and advisory services for individuals and small business owners across the United States. The firm emphasizes methodical, transparent, and personalized support, and builds customized financial reports and dashboards. It is a member of the National Association of Tax Professionals and the American Society of Tax Problem Solvers, and serves clients locally and virtually from COHatch in Dublin, Ohio.

AccountingBookkeepingbusiness intelligence dashboardsfinancial reportingTax preparationvirtual client services

Kirby Ashley & Associates is a tax and accounting firm offering a full range of professional services with a low-pressure, individualized approach. Services include tax preparation and planning, IRS representation and tax resolution, bookkeeping, audits, reviews and compilations, business consulting, payroll, retirement planning, sales tax services, and notary public services.

auditsBookkeepingBusiness consultingCompilationsIRS representationnotary publicpayroll servicesretirement planningReviewssales tax servicesTax preparation

KOTSO CONSULTING

CINCINNATI, OH

Kotso Consulting is a Cincinnati, Ohio CPA firm and fractional CFO practice founded in 2020 by Thoko Kaseke, CPA, a former Deloitte and EY accountant, with Tax Partner Todd Breckel, CPA leading IRS representation. The firm serves small businesses and growth-stage companies in Greater Cincinnati, Northern Kentucky, Southeast Indiana, and nationwide through a fully remote, cloud-native workflow.

BookkeepingBusiness advisoryController servicesEntity selectionFinancial forecastingFractional CFOInternal controls reviewIRS representation and tax resolutionKPI dashboardsMulti-state tax complianceTax preparation

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