Taxes advisor
Savimap selects, reviews and compares for you the best taxation advisors available online for remote consultation by video call, phone or email. Free of charge and totally independent.
-
Leonardo Morre
🟢🟢🟢 Independent Financial Advisor with over 20 years of experience. ESG and SRI Expert.
-
Frank Mulcahy
🟢🟢"Best in class" expert deal with investing, retirement, financial planning, insurance, estate planning, accounting, tax, legal, debt and real-estate to achieve "best results "
-
Leighann Miko
🟢🟢🟢 Financial Planner since 2007, Leighann Miko founded its firm in 2017 and she is also recognized in the LBGTQ+ community. A "woman with a plan!"
-
Colt Ryan
🟢🟢 Independent certified financial planner with 5+ years of experience. He helps people achieve their financial goals through informed financial assistance.
-
Patrick Bourbon
🟢🟢🟢 Fee-only independent Financial Advisor with 20+ years of experience. Your Personal CFO: Helping You Make Better Decisions - Save You Time - Less Conflicted Financial Advice (Peace of Mind)
What does a taxes advisor do?
The essential goal of a tax advisor is to help clients reduce their taxes in a legal way. This involves analyzing their financial position and identifying deductions, credits, and other strategies that can help lower their tax bill.
For individuals, it may involve maximizing deductions and credits or utilizing retirement savings vehicles to reduce taxable income.
For businesses, this may involve structuring transactions in a tax-efficient manner or taking advantage of tax incentives offered by governments.
Tax advisors also play an essential role in tax planning. This concerns developing strategies and plans to minimize future tax liabilities while achieving clients’ financial goals. For example, a tax advisor may recommend to a business owner the best way to structure their business to minimize taxes or recommend tax-efficient investment strategies for an individual.
In addition to tax planning, tax advisors can provide assistance with tax administration and compliance. This involves ensuring that clients are in compliance with applicable tax laws and regulations, and preparing and filing tax returns on their behalf. Tax advisors can also provide analysis and assistance in the event of a tax audit or dispute with tax authorities.
To perform their role effectively, tax advisors must have a deep understanding of tax law and regulations. They must stay up-to-date with changes in tax laws and regulations and be able to apply this knowledge to their client’s specific situations. Tax advisors must also be skilled communicators, able to describe complex tax concepts in simple terms and build strong relationships with clients. As a customer, it is essential you feel comfortable with your tax advisor, and that you are aware at least of the basic duties and responsibilities you are submitted to.
Altogether, the role of a tax advisor is critical in helping individuals and businesses navigate the complex world of taxes and maximize their financial results.
Selecting a Taxes Advisor
Choosing a Taxes Advisor is a crucial decision that can strongly influence the outcome of your investment goals.
1.
2.
3.
For more information, visit our Tips section.
Savimap Excellence Score
Not only we select and compare financial planners for you. We also deeply and carefully review them.
Our editors and mystery customers periodically assess the financial planners you can find on Savimap. If and only they are excellent, they are given a Savimap Excellence Score which ranges from 1 to 3 green dots. Our evaluations are based on 6 criteria: quality of technical advice, clearness, range of expertise, availability, human touch and fees.
-
Advisors
-
Advisors
-
Advisors
How does Savimap work?
Search and compare Financial Advisors
Profit of the Savimap extensive database of financial advisors to find the ones who better fit your needs. We generally suggest to discuss with 3 to 5 in order to have different views and proposals.
Please note that on Savimap you can contact a maximum of 5 financial planners per month.
Get in touch
Once you have identified your preferred financial advisors, clik on "get in touch" : your contact information will be sent to the financial planner who will quickly get back to you. Some financial planners also offers you the possibility to directly book a a Video call or to phone them directly.
Laura TANNEY
Advisor
Discuss with your Financial Advisors
Financial Planners are independent from Savimap. You can freely discuss and agree on the fees applied, how and how often to discuss with your advisor. Some investors just need one call or one specific advice, while most investors ask for an initial check-up, then periodic calls to update their portfolio and investment choices. It is up to you!
Leave a review to help investors like you!
Thanks to Savimap, you have found the best financial planners to help you reach your investment goal. Great !
Don't hesitate to get back on our website if you need other advisors. And please help us with a review of our site. You can and also review each financial advisor by going on his personal page.
We’re here to all your questions
For more frequently asked questions and general information visit our Frequently Asked Questions section.
How much does a taxes advisor cost?
The cost mostly depends on each financial advisor (according to their experience and credentials), the kind of advice you’re looking for, and the country you live in. As a very generic idea, based on a survey we recently conducted, on average investment advisors charge 200$ (or the equivalent in other currencies), and the range is very wide: from as little as 20$ to more than 700$. Don’t hesitate to compare!
Is consulting a taxes advisor "legal"?
Yes, consulting a tax advisor is indeed legal and in fact, it is a very common practice for individuals and businesses, in order to comply with regulations and minimize tax liabilities.
As is often the case, tax laws and regulations can be complex and difficult to navigate, and consulting with a tax advisor can help ensure that individuals and businesses are in compliance with applicable tax laws and regulations. Tax advisors can also help identify tax deductions, credits, and other strategies that can help lower tax bills and maximize after-tax income.
It’s important to note, however, that tax advisors must comply with ethical and legal standards in providing tax advice. They must act in the best interests of their clients, avoid conflicts of interest, and maintain client confidentiality. Tax advisors must also comply with applicable laws and regulations governing their profession, including those related to licensing and continuing education requirements.
In summary, consulting a tax advisor is legal and can be a valuable tool for individuals and businesses seeking to navigate the complex world of taxes and minimize their tax liabilities. However, it’s important to work with a reputable and ethical tax advisor who is knowledgeable and experienced in tax law and regulations.
Will an investment advisor access my capital?
No, it is up to you to decide, you can delegate financial advisors to directly manage your capital, but it is generally advised not to do so. Most of the time, the best idea is to have your financial advisors give you only guidance. Then you are in charge of actually investing your money. This way, the financial advisor will suggest to you the best actions, but you will keep control of the final decisions, and you prevent most fraud risks.
Should I always consult independent investment advisors?
Once again, it is always up to you, but it is indeed considered a good idea to be advised by an independent investment advisor. The fee you pay will be more transparent, and they will be much more inclined to suggest to you the best products, and not the products they make them gain more commissions. However, financial advisors linked to specific financial institutions may be a good choice if you want or need to access a specific product or investment solution.
