Independent · ad-supported · not affiliated with the IRS 621 credentialed preparers indexed

Tax planning and projections

68 preparers in the TaxPrepFinder directory list this as a specialty.

Preparers who advertise Tax planning and projections as a specialty have indicated that they regularly take on this type of work. Specialty listings are self-reported and are not a substitute for confirming a preparer’s qualifications directly. When contacting a preparer for a specialty engagement, ask how many returns or matters of this kind they handled in the most recent filing season — the answer is usually a more reliable signal than the listing itself.

  1. CPA

    Jordan Brooks, CPA

    Brooks Tax Pros

    Anchorage, AK

  2. EA

    Justin Patel, EA

    Patel Tax Pros

    Ketchikan, AK

  3. CPA

    Christopher Walker, CPA

    Walker & Jackson & Associates

    Surprise, AZ

  4. Franchise

    Ryan Wallace

    H&R Block — Mesa, AZ

    Mesa, AZ

  5. AFSP

    Brandon Ramirez, AFSP

    Ramirez Tax & Accounting

    Tempe, AZ

  6. EA

    Ralph Wilson, EA

    Wilson Bookkeeping & Tax

    Scottsdale, AZ

  7. EA

    Roger Morgan, EA

    Morgan & Butler Tax Advisors

    Fresno, CA

  8. EA

    Patrick Parker, EA

    Parker & Henry Tax & Accounting

    Sacramento, CA

  9. EA

    Adam Moore, EA

    Moore Financial

    Arvada, CO

  10. CPA

    Jessica Morales, CPA

    Morales & Thompson Tax Office

    Thornton, CO

  11. Attorney

    Lawrence Morgan, Esq.

    Morgan & Associates

    Greenwich, CT

  12. CPA

    Janet Romero, CPA

    Romero & Associates

    Hilo, HI

  13. AFSP

    Evelyn Cooper, AFSP

    Cooper & Rodriguez & Associates

    Boise, ID

  14. AFSP

    Thomas Baker, AFSP

    Baker CPA Group

    Boise, ID

  15. EA

    Martha Rodriguez, EA

    Rodriguez Tax Pros

    Boise, ID

  16. AFSP

    Brittany Carter, AFSP

    Carter & Henry Tax Pros

    Joliet, IL

  17. CPA

    Joan Perez, CPA

    Perez Tax & Accounting

    Springfield, IL

  18. Franchise

    Julia Harris

    Liberty Tax — Joliet, IL

    Joliet, IL

  19. EA

    Jose Anderson, EA

    Anderson & Owens Tax Pros

    Carmel, IN

  20. AFSP

    Tracy Murphy, AFSP

    Murphy & King Financial

    Lafayette, IN

  21. Attorney

    Philip Campbell, Esq.

    Campbell Financial

    Lawrence, KS

  22. EA

    Ronald Phillips, EA

    Phillips Financial

    Overland Park, KS

  23. CPA

    Jacob Morgan, CPA

    Morgan Accountancy

    Henderson, KY

  24. Franchise

    Harry Moore

    Liberty Tax — Henderson, KY

    Henderson, KY

  25. AFSP

    Jennifer Williams, AFSP

    Williams Tax Advisors

    Bossier City, LA

  26. CPA

    Ella Campbell, CPA

    Campbell CPA Group

    Monroe, LA

  27. AFSP

    Jeffrey Washington, AFSP

    Washington Tax Advisors

    Biddeford, ME

  28. CPA

    Samuel Ramos, CPA

    Ramos & Ward & Associates

    Sanford, ME

  29. EA

    Megan Roberts, EA

    Roberts Tax Services

    Baltimore, MD

  30. EA

    Raymond Ramos, EA

    Ramos & Bell Tax & Accounting

    Worcester, MA