Tax Planning Services
Tax Planning & Strategy means reducing tax owed through proactive, year-round planning. The Financial Advisors below provide this as part of financial planning and wealth management, and each is reviewed by real clients on Sam's List — compare their experience and connect directly.
35 financial advisors. 93 client reviews. Used by 200,000+ business owners and high net worth individuals.
Browse related profiles
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- Anthony Syracuse, CFP® — 5 reviews
- Patrick Ritter — 4 reviews
- Full Send | Accounting, Tax, Data, & AI — 3 reviews
- Reliant Wealth Advisory — 3 reviews
- Steven Evensen - Gerber Kawasaki Wealth & Investment Management — 3 reviews
- Steward — 3 reviews
- Timeless Wealth — 3 reviews
- Manetta Wealth Management — 2 reviews
- 5T Wealth Management — 1 review
- Calculated Wealth — 1 review
- CAPTRUST — 1 review
- Carman Kubanda — 1 review
- Drew Feldman, APMA® | WideFrame Wealth — 1 review
- Emory Wealth LLC — 1 review
- Ian Weiner, CFP®, CEPA® — 1 review
- Matt-Magee, CFP® — 1 review
- Montebello Avenue — 1 review
- Thomas-Kopelman — 1 review
- Bone Fide Wealth
- Bull Oak
- Canopy Wealth Management
- CMH Advisors
- Concert Financial Planning
- Fortress Financial Partners
- HB Wealth
- Inflection Point Wealth Management
- Scratch Capital
- Strategic Financial
- Tomkiewicz Wealth Management
- True Wealth Group
What clients are saying
"Stellar. Team was great, delivered my plan a week ahead of schedule."
— Matthew Powers, 0.0 stars, for Steward"@TKopelman. I am a new client, but I decided to work with him because he was the first person to answer my questions with real knowledge, is not AUM b…"
— Mike O'Malley, 0.0 stars, for Thomas-Kopelman"I like my guy! Chris Roth with 5T Wealth Management. Based out of Napa, California. I use 'em for portfolio management and planning. I chose 'em becau…"
— Yev, 0.0 stars, for 5T Wealth Management
Frequently asked questions
- What is tax planning?
- Tax planning is proactively structuring your income, deductions, timing, and entities throughout the year to legally reduce what you owe — not just filing a return in April. Compare vetted tax professionals by verified reviews on Sam's List and connect directly.
- Why is tax planning important?
- Good tax planning can save far more than the cost of the service by capturing deductions, credits, and timing strategies before year-end — once the year closes, most opportunities are gone. Find proactive tax pros on Sam's List and compare reviews.
- What should you look for in a tax planning service?
- Look for year-round (not just tax-season) advice, experience with your situation, transparent pricing, and verifiable results. Sam's List lets you compare tax professionals by real client reviews and pricing before you reach out.