Bryce graduated from the University of Utah in 2003 with a bachelor’s degree in accounting and has been working in that industry since then. He began his career in corporate accounting where he spent several years performing a wide variety of controllership duties. As a controller, Bryce enjoyed managing company finances, analyzing operations, preparing reports, and participating in strategic decision making.
While working in the corporate world, Bryce realized that he could use his skills to help small and midsize businesses as well as individuals make better decisions, increase their net worth, and pay less in taxes. So, in January of 2013, he launched his own practice, BCE Accounting & Tax. Bryce finds it very fulfilling to see his clients realize these benefits and is passionate about helping them be more successful.
Bryce is a licensed Certified Public Accountant (ID#CP-6020) and currently resides in Sandpoint, Idaho where he works with the local community as well as with several clients remotely.
“Why do I owe taxes to the IRS?!”, “That’s some **! I didn’t know there was such a thing!”, “Where would I get that much to pay for taxes?!”, these are some of the words that I, Your Tax Guy Alvin (fb.com/yourtaxguyalvin), unfortunately, hear not just from business owners, but also high-income employees that ask for help every tax season. I don’t blame them, taxation is not taught in school. Though, that’s what also keeps my passion burning: to help main street Americans, especially my fellow Filipinos! I told myself that helping individuals and business owners navigate the intricate world of taxes will be my lifelong contribution to this world. I’ve dedicated myself to being a tax strategist.
Being a tax strategist isn’t just about numbers; it’s about translating those numbers into actionable insights for you, my client, to develop tailored strategies that maximize your financial opportunities while staying compliant with the law. The dedication to building trust and open communication is the right kind of strategist-client relationship we strive for. Taxes can be intimidating, (I know firsthand because I once was too) but striving to create a comfortable space where you, my client, can openly discuss your financial goals and concerns is the goal; providing expert tax advice, but also empowering you with the knowledge you need to make informed decisions.
Let’s talk! Or to my fellow Filipino kababayans, tara, usap tayo!
Insight CPA, PLLC advises service based businesses and their owners in all aspects of accounting and tax. We specialize in providing an outsource accounting function as an alternative to hiring a in-house team. From tax planning, compliance, accounting, to fractional CFO services – we proactively engage in our clients financial situation maximize wealth buidling.
Bill has been recognized as a *5 Star Wealth Manager in Cincinnati Magazine and has been in the Financial Services Industry for over 30 years. Bill has held his Certified Financial Planner Practitioner designation since 1999 and has worked with such financial giants as Fidelity Investments and Merrill Lynch creating comprehensive financial, tax, retirement, investment and estate planning for individuals, families and small business owners with net worths up to 50 Million Dollars.
In 2009 Bill founded his own Independent Wealth Management Company, Wilkins Wealth Management Company LLC utilizing LPL Financial the #1 Independent Broker dealer in the Country as of June 2023 as rated Financial Planning Magazine to custody his client’s assets. Bill felt he could better fulfill this CFP Fiduciary standards to his clients with what he felt was a more comprehensive and non-proprietary product platform in LPL Financial.
Bill’s Family and his wealth management firm have have been implementing many of the Mark Kohler Tax & Asset Protection Planning strategies such as the LLC taxed as an SCORP salary method, Board of Advisor Meetings, COPE LLC’s, Revocable Living Trust Trifecta, Solo 401k, Roth, HSA and many other tax strategies Mark Kohler and the Main Street Tax Advisor program has been bringing to the masses. Disclaimer, these strategies may or may not be suitable for your situation. Please inquire below about a consultation to see if any of these strategies could be suitable for your situation.
Bill’s vision is to completely and utterly strive to help families and businesses pursue planning strategies that seek to enhance their wealth, customer service experience and their legacy for future generations. .
Bill and his wife Susan have been married over 30 years and they have 2 wonderful daughters Lauren (also a Certified Financial Planner Practitioner) and Julia who works for UPS in their Cloud Engineering department. They enjoy hiking, traveling and socializing with friends over a fine wine & craft beer.
If you like you Bill’s passion and vision and would like to inquire about collaborating with Bill please reach out to Bill for a complementary 20 minute interview by texting him at 513-657-0989, Cell Phone 513-641-6307 or email at [email protected]
Bill and his family Thank YOU Tremendously for your trust to help you pursue the life you desire!
*Five Star Wealth Manager Award based on 10 objective criteria associated with providing quality services to clients such as credentials, experience and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of 2016-2017 Five Star Wealth Managers.
I have over 20 years of experience in preparing tax returns for small businesses and non-profit organizations. I specialize in preparing tax returns for ministers to address special tax issues concerning housing allowances, self-employment taxes, etc.
As your certified tax advisor, I can provide strategies to lower your taxes, manage your finances better and build your wealth.
I can also help you get your church or non-profit finances in order so that you can qualify for grants and loans to make an impact in your community.
My firm, Whitfield & Associates LLC serves churches, ministries and ministers throughout the United States. We provide full service bookkeeping and accounting supervision to church/ministry bookkeepers, treasurers for churches with 10 to 5,000 members. We also prepare 501c3 applications for churches, outreach ministries, transitional living programs, community development programs, and day care facilities.
I realized that my tax advisor/CPA did not have the knowledge I was looking for. I heard “No, we can’t do this” or “I’ve never heard of that” more often than not. This inspired me to educate myself further and I love the strategies Mark has been teaching. So many of my new clients tell me that this is their greatest frustration.
I have been coaching/advising friends and coworkers for years, but completing the Main Street Tax Pro Certification has not only helped me personally in my business, it has set me more formally in my journey to educate/advise others!
As the CEO and Owner of EPL Financial Services, I lead a dynamic team at a fully integrated financial services firm. With expertise spanning over 30 years, I bring a wealth of knowledge to our diverse range of offerings.
At EPLFS, we seamlessly combine a Tax Firm, Fiduciary Registered Investment Advisory, Real Estate Brokerage, Insurance Brokerage, and top-tier Business Consulting services. Our approach ensures that clients receive comprehensive solutions tailored to their unique financial needs, all while only needing one firm, our firm, to assist.
We service our local Arizona and New Mexico communities, and nationwide with our competent and easy to utilize cloud and online based services.
I am the husband and father of 4 beautiful kids. I got my start in financial services in 2000. I’m a Senior Partner at BrightWealth®. I am a BrightAgent™ and host of the BrightWealth® Show ‘Maximum Income™’.BrightWealth® publishes financial education videos and hosts live events, while as a BrightAgent™, I work to provide top-tier financial strategies that can unlock a prosperous retirement future for hardworking professionals. My area of expertise lies in leveraging tax advantaged strategies to maximize your future income potential, providing an avenue for tax-free growth, and mitigating risk for those in the wealth-building phase of their lives. Over the years, our team has helped millions of people with our content, trained thousands of professionals on finance, performed hundreds of workshops for companies, and provided financial education for hundreds of thousands of people online. My goal every day is to make sure my clients feel heard, and that they are taking advantage of every tax wealth strategy available.
My goal is to provide clients with maximum tax savings with detailed planning for your personal taxes and business. Your largest expense in your life will be taxes! Why not meet with a professional to review tax strategies and opportunities to minimize your tax burden?
I’m the founder and CEO of Wow Tax and Advisory Service. I’m a U.S. Air Force Veteran and hold a Bachelors’s Degree in Marketing and Management and a Master’s Degree from Northeastern University.
I’m a licensed Enrolled Agent (EA), having earned the privilege of representing taxpayers before the Internal Revenue Service, which is the highest licensing credential the IRS awards. I’m also a Certified Tax Advisor and has been providing professional tax and business advisory services for over 20 years.
My advanced training has allowed me to develop exceptional strategic tax planning knowledge to help my clients reduce their tax liabilities by an average of $30K and greater.
I specialize in working with real estate investors and business owners looking to save money, reduce taxes and build generational wealth.
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I’m Robert, the founder and CEO of The Financial Strategists, LLC.
My journey began with a solid academic foundation. I earned my B.S. in Business Administration with a concentration in Finance from Southern Connecticut State University. Seeking to refine my skills even further, I pursued an MBA with a specialization in Accounting from the University of Maryland.
My dedication was evident during my time at the United States Naval Academy, where I persevered for three challenging years. Eventually, I decided to move on and spent two impactful years serving on the USS George H.W. Bush (CVN-77) in Norfolk, VA. This experience included deployment to the Middle East in support of Operation Inherent Resolve. Following my service, I returned home with a burning entrepreneurial spirit.
My professional background encompasses government contracting as a financial analyst and as an accountant. I’ve gained expertise in budgeting, financial analysis, and a comprehensive understanding of tax and accounting matters.
Fueled by my passion to assist both veteran and civilian business owners, I established The Financial Strategists, LLC, with the intention of making a significant positive impact on their ventures.
Having obtained the status of an Enrolled Agent, I bring a wealth of knowledge and practical experience to my valued clients. Throughout the years, I’ve excelled in delivering exceptional tax and accounting services to a diverse clientele, ranging from small businesses, charitable organizations, and real estate investors, saving thousands if not tens of thousands of dollars in the process.
You can find my socials below:
LinkedIn – https://www.linkedin.com/in/robert-mucka-ea-mba-mscta-a1a719a4/
Facebook – https://www.facebook.com/thefinancialstrategists
Gladys Gigi Corrales has over 20 years of experience in accounting, management, and computer applications. She has three bachelor’s degrees: Business Management, Administration, and Computer Information System, along with an MBA specializing in accounting. After completing her education, Gladys gained experience from foreign and domestic industries. She also has professional and personal experience in various industries such as Real Estate, Insurance, Construction, Hotel, Transportation, Residential Care Facilities for the Elderly, Restaurants, Manufacturing, and Retail Industries. Being married to a US Navy Veteran, Gladys used that opportunity to expand her knowledge in learning the process of payroll in multi-state levels. She used to work in various roles such as Network Administrator, Business Office Manager, Payroll Manager, HR Manager and Controller, all before starting her own not-for-profit organization. She aims to help small business owners and individuals by educating and guiding them in accounting, tax-saving strategies, computer applications, and Financial advice.
Gladys Gigi Corrales’ passion for education keeps her motivated to learn new things. Gladys feels very fortunate for this opportunity to be a part of the Main Street Tax Pro Certification Program by Mark Kohler. We were trained personally by experts in the industry. The following are services that we offer:
Asset Protection and Legal Planning
Estate and Legacy Planning
Cryptocurrency and the Metaverse
Self-Directing Tax Preferred Accounts
Retirement Plans & Tax Strategies
Health Care Expense; Tax Strategies
Real Estate Tax Strategies
Small Business Tax Strategies
Entity Selection with Business Structuring & Tax Planning
Finance Basics and the Personal Tax Reporting
Looking forward to serving everyone!
Proverbs 3:27 – “We should not withhold good from those who deserve it when it is in our power to act.”
I’m Scott Letourneau, the proud CEO and founder of NCP and Sales Tax System.
Over the years since 1997, I’ve personally steered the success of more than 6,500 clients, imparting them with strategic wisdom and clear operational guidance as they venture into the U.S. business landscape.
My dedication to supporting my clients is second to none. I take pride in always being several steps ahead in the game. By anticipating potential hurdles and strategizing proactively, I ensure you sail smoothly through the intricate journey of U.S. expansion, even during taxing times.
My expertise spans an array of business expansion strategies, including:
-Ensuring compliance with the myriad of U.S. marketplace rules
-Guiding on the best expansion pathway: opting for a foreign entity or a U.S. one
-Pinpointing the best structure and state for U.S. e-commerce entrepreneurs
-Clarifying U.S. sales tax duties for non-marketplace merchants, like those on Shopify
-Assisting in navigating Amazon’s insurance stipulations for sellers residing outside the U.S.
-I want you to know that every approach I advocate is meticulously tailored to boost and widen your U.S. revenue stream.
Thinking of starting a new business? Looking to expand to Amazon, Walmart, or Shopify? My package offers bonuses valued at over $6,000!
Dive into the details here:
Interested in discussing further?
Book a call directly with my team here: https://www.nvinc.com/.
Facing challenges with sales tax registrations? I’ve got you covered.
My team provides top-tier support and services that will integrate flawlessly with your current online sales tax software. Learn more here: https://www.salestaxsystem.com/sales-tax-permit-registrations/.
I offer a range of resources, from in-depth charts, engaging graphs, and educational videos, to comprehensive training modules to fortify your confidence in your entrepreneurial journey.
My professional network includes collaborations with giants like Shopify, Sears, Catching Clouds, SOVOS, Taxjar, Payoneer, Peisner Johnson, Well-Insurance, and a roster of esteemed CPAs and lawyers.
Having gained insights and training from luminaries like Jay Abraham and Dan Kennedy in diverse domains, from financing, webinars, marketing, and e-commerce, I bring a treasure trove of resources to ensure your enterprise thrives in the digital marketplace.
Check out our Google Reviews: https://tinyurl.com/NCPgooglereviews
Check out our BBB A+ Rating: https://www.bbb.org/us/nv/las-vegas/profile/business-services/nevada-corporate-planners-inc-1086-53420
Bookkeeper.com is your all-in-one small business solution for accounting, bookkeeping, payroll, bill pay, and tax planning and preparation. Bookkeeper.com is not a technology company – we are real accountants partnering with your small business.
Our mission is to:
Enhance the lives of small business owners
Develop, educate, and inspire employees to reach their greatest personal and professional potential
Make bookkeeping and accounting services attainable to all people
Hello, my name is Lisa, CEO of Pinnacle Financial Services. The breadth of my experience in accounting and my dedication and commitment to excel in my chosen field of expertise has led me to gain practical experience which includes over 30 years of accounting experience as an Auditor in the Office of the Inspector General and an accountant in the private industry. My experience has made me uniquely equipped with the expertise and flexibility to competently and holistically handle your needs. We provide a range of accounting, tax preparation, CFO, and tax planning services to individuals and businesses remotely in all 50 states.
Being a licensed CPA is a professional designation that shows that I have met the profession’s highest standards of competence and achievement.
As an Enrolled Agent (EA), I am a federally-authorized tax practitioner who has technical expertise in the field of taxation and is the highest tax professional credential recognized by the IRS.
As a Main Street Certified Tax Advisor (MSCTA), I specialize in strategically identifying tax reduction strategies, advising clients with the implementation of tax plans, and ultimately measuring tax savings.
As an experienced government auditor, I received numerous awards for successfully uncovering millions of dollars to be returned to the federal government.
As a Certified QuickBooks ProAdvisor, I can assist you with your bookkeeping needs as well.
I am a member of the American Institute of Certified Public Accountants (AICPA), Illinois CPA Society, and American Institute of Certified Tax Planners.
Additionally, my accounting experience includes multiple industries, such as property management, mortgage servicing, leasing, healthcare, and manufacturing, to name a few, resulting in the tax specialization of real estate investors.
I state this not to brag or boast, but to show the breadth of my expertise and experience that has made me uniquely equipped with the expertise and flexibility to competently and holistically handle my clients’ needs.
I am passionate about taxes and how to strategize with my clients to save them money on taxes and assist them in reaching their financial goals! Because of my numerous licenses, awards, and vast experience in my profession, I have been able to uncover tax savings strategies that have resulted in thousands of dollars in tax savings for business owners.
Now what are you waiting for? If this sounds of interest to you and you’re seeking a strategic partner, let me assist you in your journey to financial wealth!
To schedule a free 30-minute strategy call with me – bit.ly/Lisa-30min-strategy
To self-onboard for services – bit.ly/Lisa-CPAPortal
To join me on LinkedIn – https://bit.ly/Lisa-LinkedIn
To join me on Instagram – https://www.instagram.com/pinfin.cpa/
Cindy is an accomplished, resourceful Accountant with more than three decades of experience in accounting roles. She has a proven history of increasing profits, minimizing taxes, implementing effective and practical controls, and working with internal and external customers to achieve business and personal objectives. Her background includes positions in business consulting, manufacturing, nonprofit, construction, and entertainment industries.
Her current journey started in 2003. Cindy was a small business consultants working for an international consulting firm serving small business in the United State and Canada. As the economic downturn began impacting small businesses she saw the need to focus her efforts on ‘helping business succeed” and the Small Business Advisory Group doing business as SBA Accounting and Tax Solutions was established in late 2009.
Cindy and her team slowly expanded their services to meet today’s needs of small businesses and their owners.
We focus on accounting and bookkeeping, business advisory services, capital acquisition, debt mediation, tax problem resolution, tax planning and preparation. We are committed to bringing you a level of sophistication which has no competition.
Get in touch with Cindy by calling 559-369-7691 and she will be glad to provide an initial interview at no charge.
Vanessa Johnson is an Executive Level Commercial Finance Professional with over 20 years of experience. While working in various accounting roles during college, Vanessa obtained her Series 7 securities license with the hope of helping individuals build their investment and retirement portfolios. However, after discovering the limitations of the standard Wall Street investment options, she went on to work in corporate finance at a Fortune 500 company where she worked in strategic planning, investor relations, tax, and audit.
In 2006, Vanessa began working with small to medium size businesses to provide financing while creating financial forecasts, cash flow analysis, identifying key performance indicators (KPIs), and strategic growth models to help companies achieve greater success. During this time, she saw the need that owners had to not only grow their businesses, but to also develop customized plans to address their own unique tax, investment, and succession planning needs as business owners.
Vast Financial Consulting provides a comprehensive approach to business planning by providing advisory services to improve profitability through cost-saving efficiencies, technological improvements, utilizing productive leverage, eliminating unproductive debt, and identifying sound tax strategies. Vast Financial Consulting focuses on designing real world plans with dynamic strategies and establishing a long-term relationship to ensure goals are met to set their clients up for future success.
Vanessa graduated with distinction from the University of Oklahoma with a BBA in Finance and has been featured in the “Women in Commercial Finance” issue of The Secured Lender.
Wise Wealth Partners, LLC is a Registered Investment Advisory firm (RIA) that helps families across the country. At our core, we believe “You don’t have to go at it alone”.
Brian Rellihan, CFP®, EA, MBA has over 20 years of hands-on experience in asset management, income tax preparation, and financial planning to benefit our clients.
• Adjunct Professor of Finance and Investments at GCU, Colangelo School of Business. Teaching future CFP’s® and financial experts.
• Income tax preparation and IRS Audit prep with CPA firm JJ Swart, LLC
• Financial planning for hundreds of families, over $800 million of investable assets, as a Certified Financial Planner.
You can find contributions from Brian in national publications that include YahooFinance!, GoBanking Rates, Nasdaq, and US News and World Report.
Our typical client holds traditional marketable securities in the stock and bond markets, cash holdings, annuities, and physical real estate. These assets can be found in 401k’s, 403b’s, IRA’s, Solok’s, brokerage accounts, and Trusts. Brian can read a 1040 tax return, as he has prepared thousands, to optimize a financial plan.
Brian partners with clients, and their loved ones, to guide them through asset management, tax and financial planning. We are not looking to replace your CPA, EA, or Attorney, but partner with them as we speak their language!
Wise Wealth Partners uses sophisticated planning software, and institutional quality investment management to understand your needs and challenges, map out a plan for today and tomorrow, implement changes, and revisit on a regular basis.