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How to Find a Tax Strategist in the USA: A Guide for Entrepreneurs and Business Owners

When it comes to managing taxes, having the right tax strategist can make a world of difference, especially if you’re a business owner or entrepreneur facing complex financial situations. With so many options out there, how do you pick the perfect expert for your needs? Well, choosing the right tax strategist is a bit like dating: you look for good credentials, hope they understand your needs, and cross your fingers that they don’t ghost you after April 15th. But worry not; here’s a straightforward guide to finding the best tax strategist online who can help increase your savings and minimize your taxes legally.


  1. Understand the Importance of Credentials

Start by ensuring your tax preparer has a Preparer Tax Identification Number (PTIN). The IRS requires this number for all professionals preparing or assisting in federal tax returns for compensation. However, a PTIN alone isn’t enough to guarantee expertise. Look for someone with additional qualifications, such as a Certified Public Accountant (CPA), a licensed attorney, or an Enrolled Agent (EA). These credentials involve rigorous training and adherence to high ethical standards.


  1. Utilize Online Directories and Resources

To find a credentialed preparer, consider using the IRS’ online directory, which includes tax preparers who are CPAs, EAs, or attorneys. Websites like CPA Verify, or your state’s Board of Accountancy can also verify CPAs. For enrolled agents, the IRS offers contact information to verify their status.


  1. Tap Into Professional Networks

Professional organizations are not just badges of honor; they are hubs where you can connect with highly qualified professionals. These include:

  • American Institute of Certified Public Accountants (AICPA)
  • National Association of Tax Professionals (NATP)
  • National Society of Enrolled Agents (NAEA)


Members of these organizations often adhere to strict codes of ethics and participate in ongoing education to stay at the forefront of tax strategies.


  1. Check for a Strong Online Presence

A reputable tax strategist will likely have a robust online presence. Check their website, read client testimonials, and review their content for insights into their expertise and approach. Platforms like LinkedIn can also provide background information and professional connections.


  1. Ask for Recommendations

Word of mouth remains a powerful tool. Ask other business owners or financial advisors for recommendations. Often, a trusted peer’s recommendation can lead you to a tax strategist who has proven their worth in real-world scenarios.


  1. Interview Potential Candidates

Don’t hesitate to set up interviews with potential tax strategists. Ask about their experience with clients similar to you in size and scope. Inquire about their approach to tax planning and problem-solving. Discuss their availability and how they handle client communications. This will help you gauge if they are a good fit for your business needs.


  1. Evaluate Their Understanding of Advanced Tax Strategies

For high-earning entrepreneurs, it’s crucial that your tax strategist is not just filling out forms but is proactive about tax savings. They should be knowledgeable about advanced strategies and how to legally maximize your tax advantages. A firm like Tax Goddess, known for its strategic tax coaching, could be a benchmark when comparing expertise and innovative approaches.


  1. Consider Their Approach to Risk Management

Every business owner has a different level of comfort when it comes to tax planning. Ensure that your tax strategist understands your risk tolerance and can tailor their strategies accordingly. Tax Goddess makes an excellent example of a tax strategy firm that offers a personalized “aggression scale” that can help match strategies to your comfort level without pushing into uncomfortable territory.


  1. Compare Pricing Structures

Understand how the tax strategist charges for their services. Avoid those who base fees on the size of your refund or promise unusually high refunds. Instead, look for transparent pricing based on the complexity of your tax situation.


  1. Confirm Their Availability and Support

Your relationship with your tax strategist shouldn’t end with tax season. Confirm that they are available year-round to answer questions, help with tax planning, or assist with IRS audits. 


What is the Cost of Hiring a Tax Strategist? 


The cost of hiring a tax strategist in the U.S. varies widely, and there’s no definitive answer. Fees depend on your specific financial needs and the complexity of your tax situation. While initial costs may seem high, the value lies in the results. A skilled tax strategist can offer significant tax savings and financial benefits that far outweigh the expense, making it a worthwhile investment for many entrepreneurs and businesses.


The Bottom Line


Finding the right tax strategist involves more than just picking a name from a list. It requires careful consideration of qualifications, reputation, and the alignment of their expertise with your specific needs. With the right professional by your side, you can navigate the complexities of tax laws confidently and continue to grow your business effectively. Remember, the right tax strategist for you doesn’t just prepare your taxes; they help you plan for a more prosperous financial future.


Looking for a tax strategist who checks all the boxes highlighted above? Look no further than Tax Goddess. We have helped our clients claim more than $1.2 BILLION in tax savings, and we can help you, too! 


Book a FREE 30-minute consultation to connect with us.


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