A tax strategist is a trained tax professional who focuses on planning your taxes in a smart way. Their goal is to legally reduce your tax burden by creating strategies based on your income, business type, investments, and long-term financial goals.
Tax strategists are different from basic tax preparers. Preparers simply file your taxes. Strategists create plans that help you save money over many years. They study federal, state, and local tax laws to help you avoid unnecessary tax payments and penalties.
They guide individuals, business owners, freelancers, and investors. Their advice helps you make long-term financial decisions with confidence.
Below is a detailed list of the best and most trusted tax strategists in the USA.
1. Anderson Advisors
Visit: https://andersonadvisors.com/
Anderson Advisors is highly respected for its strong combination of tax planning, business structuring, and asset protection. Their team includes attorneys, CPAs, and tax strategists who work together to create strong long-term plans. They specialize in helping small businesses, real estate investors, and entrepreneurs structure their companies in ways that legally reduce taxes. Anderson Advisors also provides training programs, online videos, and workshops to help clients understand complex tax rules in simple words. Their all-in-one service makes them a top choice for people who want both tax strategy and legal support.
2. WealthAbility by Tom Wheelwright
Visit: https://wealthability.com/
WealthAbility is led by Tom Wheelwright, one of the most well-known tax strategists in the world and the author of multiple books on tax reduction. His firm focuses on helping business owners and high-income individuals build long-term wealth through strategic tax planning. WealthAbility believes that tax laws are designed to reward certain behaviors, such as investing in real estate, creating jobs, and starting businesses. Their team shows clients how to take advantage of these rules legally. They also train other tax professionals, making them leaders in the industry. WealthAbility is ideal for those who want deep financial education along with personalized tax guidance.
3. BDO USA Tax Services
Visit: https://www.bdo.com/
BDO is one of the largest and most trusted tax consulting firms in the USA. They serve big corporations, small companies, and individuals with complex financial situations. Their services include tax planning, consulting, international tax solutions, and compliance support. BDO is known for handling complicated cases such as global tax structuring, mergers, acquisitions, and corporate tax audits. Their strategists help businesses reduce risk and improve financial performance. Their detailed approach makes them a top choice for businesses that want strong and reliable tax solutions.
4. KPMG US Tax Services
Visit: https://kpmg.com/us/en.html
KPMG is a global professional services firm with deep expertise in tax planning and strategy. Their U.S. tax division focuses on helping companies navigate international tax issues, corporate tax laws, and industry-specific tax challenges. They support businesses across healthcare, technology, manufacturing, financial services, and more. KPMG uses advanced digital tools to help clients plan efficiently and understand the full impact of tax decisions. Their strategists are known for being extremely knowledgeable and detail-oriented.
5. Deloitte Tax LLP
Visit: https://www2.deloitte.com/us/en.html
Deloitte is one of the biggest names in tax consulting. They offer strategic tax planning for corporations, high-income individuals, and professional service firms. Deloitte is known for using advanced digital tools to modernize tax planning. Their strategists handle everything from business tax planning and restructuring to risk analysis and compliance. Deloitte is especially strong in industries such as finance, technology, and global trade. Their approach focuses on long-term tax optimization, making them a leader in the industry.
6. PwC US Tax Services (PricewaterhouseCoopers)
Visit: https://www.pwc.com/us/
PwC is a trusted global tax consultancy with strong U.S. expertise. Their advisors work closely with individuals and companies to help them understand complicated tax laws. They offer tax strategy, compliance, audit support, and financial consulting. PwC is especially popular with medium and large corporations because of their deep industry knowledge. They focus on accurate and detailed planning that keeps clients compliant and helps them find new tax-saving opportunities.
7. EY (Ernst & Young) Tax Strategy Services
Visit: https://www.ey.com/en_us
EY provides tax planning services for individuals, corporations, and investors. Their strategists help clients understand tax laws, reduce risks, and create long-term tax strategies. They have a strong presence in the USA as well as globally, making them ideal for businesses that operate in multiple countries. EY focuses on easy-to-understand advice and personalized strategies. They guide clients through financial decisions that may affect their tax situation over many years.
8. Jackson Hewitt Tax Services
Visit: https://www.jacksonhewitt.com/
Jackson Hewitt is known for being affordable, simple, and accessible. They help individuals, families, and small businesses file taxes and plan for future deductions. Their experts are trained to identify credits and deductions that most people miss. Jackson Hewitt has locations across the USA, making tax planning convenient for many people. They also offer year-round tax assistance, so clients can get help even outside of tax season.
9. H&R Block Advisors
Visit: https://www.hrblock.com/tax-preparation/
H&R Block Advisors is one of the most trusted tax names in the USA. They offer tax preparation, planning, and long-term strategy. Their advisors work with individuals, freelancers, and small businesses. H&R Block stands out because of its wide network of offices and easy online support. Their tax experts focus on helping people understand their taxes in simple words. They also help identify opportunities for savings that many people do not know about.
10. TurboTax Live Tax Experts
Visit: https://turbotax.intuit.com/
TurboTax Live connects users with real tax experts directly through online chat and video. Their CPAs and enrolled agents guide users step by step through filing and tax planning. TurboTax Live is perfect for people who want expert help without visiting an office. It is especially helpful for individuals, freelancers, and small businesses that want digital convenience. Their strategists help you find additional credits and deductions and ensure your filing is accurate.
Comparison Table of Top Tax Strategists in the USA
| Tax Strategist | Best For | Type of Service |
|---|---|---|
| Anderson Advisors | Small businesses & investors | Tax planning, structuring, asset protection |
| WealthAbility | High-income earners & entrepreneurs | Tax strategy, wealth building |
| BDO USA | Individuals & companies | Consulting, tax planning |
| KPMG US | Global & large businesses | International & business tax |
| Deloitte Tax | Corporations | Strategic tax planning |
| PwC US | Medium & large companies | Tax compliance & planning |
| EY Tax | Individuals & businesses | Tax planning & global tax |
| Jackson Hewitt | Families & small businesses | Filing & tax credits |
| H&R Block Advisors | Individuals & small businesses | Tax prep & planning |
| TurboTax Live | Online users | Digital tax consulting |
Also Check:
- Explore All About 1099 Contractor
- IRS Form 5472: Filing Requirements, Rules, and Penalties
- Section 10 of the Income Tax Act
- Section 1 of the Income Tax Act
- Section 54 of Income Tax Act
- The Comptroller of Income Tax Addresses
Conclusion:
Tax strategy is one of the smartest financial moves you can make in your life. A tax strategist helps you understand the law, create legal savings, avoid penalties, and plan for your future. With the top 10 tax strategists listed above, you can choose the one that fits your needs, whether you are an individual or a business owner.
A good strategist becomes your long-term financial partner, helping you grow and protect your money. Take your time, explore their websites, read their services, and choose the one that helps you feel confident about your taxes.
Frequently Asked Questions
What does a tax strategist do?
A tax strategist studies your income, business type, expenses, and investments to create a legal plan to reduce your taxes. They help you understand tax rules in simple words and guide you on how to save more money every year. Their goal is long-term tax benefits, not just yearly filing.
How is a tax strategist different from a CPA
A CPA mostly focuses on preparing and filing your tax return, while a tax strategist builds a long-term plan to reduce your tax burden legally. A strategist explains what actions you should take throughout the year to save more. Their role is more strategic, forward-looking, and personalized.
Why should small businesses hire a strategist
Small businesses deal with many tax rules, deductions, and expenses that can be confusing. A tax strategist helps structure the business properly, guides on payroll and expenses, and creates a plan to reduce taxes. This saves money, improves compliance, and helps the business owner avoid costly mistakes every year.
Can a tax strategist help reduce IRS problems
Yes, a tax strategist can help prevent IRS issues by ensuring you follow proper rules and maintain clean financial records. They guide you on what to claim, what to avoid, and how to stay compliant. If problems arise, they offer advice to reduce penalties and handle the situation correctly.
Do tax strategists help with real estate taxes
Many tax strategists specialize in real estate planning. They help investors understand depreciation, deductions, property structures, and capital gains rules. With their guidance, investors can legally reduce tax liabilities and maximize returns. Real estate can offer many tax advantages, but you need the right expert to benefit.
Are tax strategists useful for freelancers too
Freelancers often pay higher taxes because they work independently. A tax strategist helps them track expenses, claim deductions, plan quarterly payments, and use legal methods to reduce tax burden. With expert guidance, freelancers can avoid penalties, keep better records, and save more money every year while staying compliant.
Do high income individuals need tax strategy help
High-income earners often face complex tax rules, higher liabilities, and more reporting requirements. A tax strategist helps them reduce taxable income through legal methods such as investments, deductions, charitable planning, and retirement strategies. With expert help, they can save thousands every year while maintaining full legal compliance.
Can tax strategists help with long term planning
Yes, most tax strategists focus on long-term financial planning. They help you build strategies that save money for many years, not just one tax season. They guide decisions related to investments, business changes, retirement accounts, and property purchases. This long-term approach helps you grow wealth more effectively.
How much do tax strategy services usually cost?
The cost of tax strategy services in the USA depends on the complexity of your finances and the type of services you need. For a single consultation or hourly advice, expect $100 to $400 per hour. One-time tax planning or business structure reviews usually range from $1,000 to $5,000. For ongoing annual support, including planning, filing, and advisory services, fees typically fall between $1,500 and $10,000+ per year, depending on your needs and the strategist’s experience. Despite the cost, hiring a tax strategist can often save more money legally than their fees.
