Keep More of What You Earn
Connect with tax-focused advisors who minimize your tax burden through strategic planning.
From tax-loss harvesting to Roth conversions, find advisors who understand the tax code and work year-round to optimize your tax situation—not just at filing time.
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Connect with verified tax planning advisors who specialize in your needs.
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Featured Tax Planning Advisors
Top-rated tax planning advisors across the country
Michael Johnson
Johnson Wealth Advisors
FiduciaryFee Structure
Commission-Based
Min. Assets
$250,000
Experience
21 years
Response Time
Same day
Certifications
Primary Focus
comprehensive financial planning
Sarah Brown
Brown Financial Group
Fee Structure
Fee-Based
Min. Assets
No Minimum
Experience
8 years
Response Time
Within 1 hour
Certifications
Primary Focus
retirement income strategies
Michael Johnson
Johnson Wealth Advisors
FiduciaryFee Structure
Fee-Based
Min. Assets
$500,000
Experience
10 years
Response Time
Within 1 hour
Certifications
Primary Focus
comprehensive financial planning
Sarah Brown
Brown Financial Group
FiduciaryFee Structure
Fee-Only
Min. Assets
$100,000
Experience
17 years
Response Time
Same day
Certifications
Primary Focus
retirement income strategies
Michael Johnson
Johnson Wealth Advisors
FiduciaryFee Structure
Commission-Based
Min. Assets
$250,000
Experience
21 years
Response Time
Same day
Certifications
Primary Focus
comprehensive financial planning
Sarah Brown
Brown Financial Group
Fee Structure
Fee-Based
Min. Assets
No Minimum
Experience
8 years
Response Time
Within 1 hour
Certifications
Primary Focus
retirement income strategies
Choosing a Tax Planning Advisor: What You Need to Know
What to Look For
- Verify fiduciary status and fee structure
- Check relevant certifications (CFP, CFA, etc.)
- Review client testimonials and track record
- Compare multiple advisors before deciding
- Confirm their specialty aligns with your needs
Typical Fee Structures
- Fee-only: Flat fee or hourly rate
- AUM-based: 0.5% - 1.5% of assets managed
- Commission-based: Varies by product
- Fee-based: Combination approach
- Many offer free initial consultations