Top advisors focused on general tax planning in the US
The right financial advisor for you depends on how you weigh location, expertise, experience, the clients they typically serve, and how they work with you.
You need a general tax planning advisor when your financial life involves multiple income sources, investments, or complex tax situations that require ongoing management. Without a clear, comprehensive tax plan, you risk paying more taxes than necessary or missing key deductions and credits.
- Holistic tax review. Look for advisors who evaluate your entire tax picture, not just isolated issues, to help optimize your overall tax outcome.
- Year-round strategy. Confirm they offer proactive planning throughout the year, not just at tax time, to adjust for changes in your income or tax laws.
- Coordination with other professionals. Ask how they work with your accountant, attorney, or financial planner to ensure your tax plan fits your broader financial goals.
- Adaptability to tax law changes. Tax rules evolve frequently; find advisors who stay current and adjust your plan accordingly.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Cassandra S
Series 63, Series 65
Plano, TX
Financial & Tax Architects, LLC
Cassandra Sanchez specializes in general tax planning with a focus on retirement income strategy and Social Security optimization, making her well-suited for clients managing complex tax situations in the US. Operating independently with a flat-fee structure, she offers personalized financial planning through Financial & Tax Architects, LLC, emphasizing discretionary portfolio management and trend-aware rebalancing for individuals nearing or in retirement.
Experience: 7 years
Avg account: $239,584
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Thaddeus P
CFP®, Series 63, Series 65
Grand Rapids, MI
Advance Wealth Management Service, LLC
Thaddeus Phelps specializes in general tax planning with 28 years of experience and holds CFP®, Series 63, and Series 65 designations, making him well-equipped to manage complex tax situations. Based in Grand Rapids, MI, he offers flat-fee and hourly pricing options, serves high-net-worth clients, and integrates investment management with risk strategies like put options, distinguishing him from advisors focused solely on tax planning.
Experience: 28 years
Avg account: $463,417
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Paul K
CFP®, Series 65
Zimmerman, MN
Longview Financial, Inc.
Paul Kinneberg specializes in general tax planning with 24 years of experience and holds CFP® and Series 65 designations, making him well-equipped to handle complex tax situations. His firm, Longview Financial, Inc., offers flat-fee and hourly pricing, uses a strategic asset allocation approach blending passive and active funds, and focuses on personalized, non-discretionary advice, distinguishing him from advisors with different fee structures or investment styles.
Experience: 24 years
Avg account: $1,170,807
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Terry T
Series 65
Colorado Springs, CO
Replica Wealth Advisors Inc
Terry Thomason specializes in general tax planning with 11 years of experience and a Series 65 designation, offering expertise in income planning, Social Security optimization, and Roth conversion strategies. Operating from an independent firm in Colorado Springs, he provides non-discretionary financial planning and access to third-party investment management, differentiating himself by combining tax planning with insurance services and educational seminars.
Experience: 11 years
Avg account: $125,000
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Deon B
Series 63, Series 66
Las Vegas, NV
Private Wealth Management LLC
Deon Blaney specializes in general tax planning and wealth management, making him well-suited for clients seeking comprehensive tax strategies in the US. With 25 years of experience and a focus on high-net-worth individuals, he offers flat-fee and hourly pricing, providing tailored portfolio management through Private Wealth Management LLC in Las Vegas, which manages approximately $123 million in assets with a mix of long-term and active trading approaches.
Experience: 25 years
Avg account: $10,519,387
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