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Best Tax Planning Advisors — 2026 Directory

Minimize your tax burden with strategic tax planning. Find advisors who specialize in tax-efficient investing and strategy.

Top Tax Planning Advisors Nationwide

20 advisors found specializing in tax planning

Featured

Michael Torres

Torres Wealth Advisors

★★★★½ 4.9 (162 reviews)

26+ years experience

FiduciaryFee-Only CFPCFACPA Wealth ManagementEstate Planning

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Featured

Kevin Lam

Silicon Valley Wealth Management

★★★★½ 4.9 (138 reviews)

21+ years experience

Fiduciary CFPCFACPA Wealth ManagementTax Planning

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Sophia Chen

Vanguard Personal Advisor Services

★★★★½ 4.8 (143 reviews)

15+ years experience

FiduciaryFee-Only CFPCPA Fee OnlyInvestment Management

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Maria Santos

Santos Wealth Strategies

★★★★½ 4.8 (119 reviews)

16+ years experience

Fiduciary CFPCPAChFC Wealth ManagementTax Planning

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Featured

Pamela Scott

Pinnacle Financial Advisors

★★★★½ 4.8 (96 reviews)

23+ years experience

Fiduciary CFPChFCCPA Estate PlanningWealth Management

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Jennifer Polk

Polk Financial Planning

★★★★½ 4.8 (93 reviews)

16+ years experience

FiduciaryFee-Only CFPCPAAIF Fee OnlyRetirement Planning

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Featured

David Kim

Kim Financial Group

★★★★½ 4.8 (76 reviews)

18+ years experience

FiduciaryFee-Only CFPCPAAIF Fee OnlyFiduciary

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Kevin Nguyen

Nguyen Wealth Management

★★★★½ 4.8 (59 reviews)

10+ years experience

FiduciaryFee-Only CFPCPA Tax PlanningInvestment Management

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Nicole Berry

Berry Wealth Advisory

★★★★½ 4.8 (48 reviews)

9+ years experience

FiduciaryFee-Only CFPCPA Fee OnlyCollege Planning

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Kevin Osei

Osei Financial Group

★★★★½ 4.8 (43 reviews)

8+ years experience

Fiduciary CFPCPA College PlanningRetirement Planning

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Featured

Linda Chen-Wu

Baird Private Wealth Management

★★★★½ 4.7 (131 reviews)

25+ years experience

Fiduciary CFPCFACPA Wealth ManagementEstate Planning

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Maria Garza

Garza Wealth Management

★★★★½ 4.7 (98 reviews)

15+ years experience

FiduciaryFee-Only CFPCPA Fee OnlyEstate Planning

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Paul Huang

Vanguard Personal Advisor - Philadelphia

★★★★½ 4.7 (92 reviews)

13+ years experience

FiduciaryFee-Only CFPCFA Investment ManagementTax Planning

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Karen Liu

Liu Wealth Strategies

★★★★½ 4.7 (88 reviews)

14+ years experience

FiduciaryFee-Only CFPCPAAIF Fee OnlyInvestment Management

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Christina Park

Park Financial Group - San Diego

★★★★½ 4.7 (87 reviews)

15+ years experience

Fiduciary CFPCPA Retirement PlanningTax Planning

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Angela Tran

Texas Gulf Financial Planning

★★★★½ 4.7 (73 reviews)

11+ years experience

FiduciaryFee-Only CFPCPA Retirement PlanningTax Planning

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Michelle Garza

San Antonio Tax & Financial Planning

★★★★½ 4.7 (66 reviews)

12+ years experience

FiduciaryFee-Only CFPCPA Tax PlanningFee Only

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Nicole James

Phoenix Financial Planning Co.

★★★★½ 4.7 (62 reviews)

10+ years experience

FiduciaryFee-Only CFPCPA Retirement PlanningFee Only

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Eric Morrison

Morrison Financial Services - San Jose

★★★★½ 4.7 (61 reviews)

11+ years experience

FiduciaryFee-Only CFPCPA Tax PlanningFee Only

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Anthony Bell

Bell Wealth Partners

★★★★½ 4.5 (89 reviews)

25+ years experience

CFPChFCCPA Wealth ManagementEstate Planning

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