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Mark Machnic

Tax Prep, Tax Advising, Accounting/Bookkeeping, Payroll

Mark R. Machnic, CPA is a full-service accounting firm located in Highland, Indiana. Services provided by the firm include bookkeeping, payroll, both personal and business tax preparation, and tax planning. Mark’s numerous certifications include Certified Public Accountant (CPA), Certified Valuation Analyst (CVA), Master Analyst in Financial Forensics (MAFF), Certified Divorce Financial Analyst (CDFA), Certified Business Exit Consultant (CBEC), Certified Value Builder (CVB), and Certified Tax Advisor (CTA). His advance specialties include business valuations, exit planning, business growth strategies, and forensic accounting, and has also provided expert testimony for various sizable court cases.

The firm currently employs five accountants while working with clients from a vast array of industries.

Along with attending over 80 hours of continuing education annually, Mark has also presented continuing education to fellow CPA’s and attorneys.

Natalya Itu

Tax Prep, Tax Advising, Accounting/Bookkeeping

I am an entrepreneur and real estate investor at heart! I started my business more than 10 years ago and built it, with the help of my great team members, to a seven-figure enterprise! I hold a Colorado CPA license, and my firm specializes in providing tax planning and guidance to real estate investors, growth-oriented business owners, and everyone who is pursuing the “American Dream'” by focusing on building Financial Freedom!

I immigrated to the USA from Russia 25 years ago with only $100.00 in my pocket, and desire to become a successful entrepreneur. I am a living proof that anyone can become a millionaire in this country. My team and I are excited to help you save money on taxes and guide you in building Your American Dream!
By working closely with ambitious business owners, we not only hep them save thousands of dollars on taxes, but also support them in every step of building their “American Dream”!

Debra Gagnon

Tax Prep, Tax Advising

My journey in the field of tax advisory and resolution has been enriched by my years of experience as an assistant store manager with a Fortune 500 company. In that role, I oversaw the administration and daily operations of the business, which included collaborating with small business owners. This hands-on experience has given me a unique perspective that allows me to provide practical and effective tax guidance.

I take pride in my personalized and client-focused approach, where I make sure every client gets tailored solutions and my individual attention. Building strong relationships with my clients is key to my practice. I take the time to fully understand their unique circumstances and provide clear and concise explanations for even the most complex tax matters.

With a proven track record of achieving exceptional results and a dedication to delivering outstanding client service, I’ve become a trusted advisor and advocate for individuals and businesses seeking expert tax advice, professional tax services, and effective tax resolution strategies.

Dawn Porthouse

Tax Prep, Tax Advising, Accounting/Bookkeeping, Financial Services

I have worked with hundreds of tax clients in my 18-year financial career. I am a serial entrepreneur having started multiple successful businesses and now focus exclusively on white-glove tax strategies and resolutions.

I am earned an MBA from Babson College, an MPA from Framingham State University and a degree in Business from UMass Dartmouth. I am also an enrolled agent, or EA, focusing narrowly on managing tax arrangements for business or private entities. Enrolled agents (EAs) are federally-authorized tax practitioners who have demonstrated technical competence in tax law and are the only taxpayer representatives licensed to practice by the United States government. I boast a wide range of knowledge in tax-related subjects such as income, business, estate, gift, payroll, levies, inheritance, non-profit and retirement taxes.

Whether you are a high-end business owner hoping to save on tax liability or you are dealing with the IRS, I bring a wealth of knowledge to your feet. My tax strategies help business owners find new resources to create wealth with advanced approaches & forward-thinking planning. I also have a particular grasp on working with government agencies, having done so throughout most of my career. I have effectively represented clients before the IRS and resolved complex matters.

I offer you peace of mind as your advocate representing your needs in every area of tax solutions.

In my spare time I love traveling the US in my RV along with my husband and our two dogs, Koda & Bristol.

**Facebook – https://www.facebook.com/DawnMPorthouse”
**LinkedIn – https://www.linkedin.com/in/dawnporthouse/”

Courtney Holness

Tax Prep, Tax Advising, Accounting/Bookkeeping

Welcome to my profile! I’m Courtney Holness, the founder of Avant Accounting Services, LLC. With over two decades of experience in accounting and taxation, I’m driven by a passion for empowering high net worth individuals, entrepreneurs, and real estate investors to achieve financial success through strategic tax planning and financial advisory services.

My commitment to continuous learning and growth has led me to obtain additional certifications as a Main Street Certified Tax Advisor (MSCTA), a Certified Concierge Tax Advisor (CCTA), and a Certified QuickBooks Online ProAdvisor. This specialized knowledge positions me to provide the highest level of tax planning and advisory services, tailored to meet the unique needs of high net worth individuals, entrepreneurs, and real estate investors.

As a dedicated tax strategist and financial advisor, I will work closely with you to craft a tailored approach to optimize tax savings, safeguard wealth, and unlock untapped financial potential. Whether you’re seeking to minimize tax liabilities, maximize business profits, or navigate complex financial landscapes, I am here to guide you every step of the way.

Reach out to me today and let’s explore the possibilities together!

Jeff Nash

Tax Prep, Tax Advising, Accounting/Bookkeeping, Financial Services, Insurance

I have 20+ years combined experience in public accounting and financial services. I am a CPA licensed in the state of Texas and am a CFP® professional. As a tax advisor, I help clients identify and implement various tax strategies not only for the short-term, but for the long run too. As an investment advisor, I help individuals, real estate investors & professionals, and business owners with alternative investments and retirement plans through a fee-based independent registered investment advisory firm that I own and operate. I also work alongside my wife, Whitney, who provides 1031 exchange qualified intermediary services through her company, Above & Below 1031 LLC. Our client base is dispersed throughout the US and consists of those involved in the real estate industry and financial services, as well as other small business owners.

Raushana Pender

Tax Prep, Tax Advising, Accounting/Bookkeeping

They say that one of the keys to building wealth is to protect your hard-earned income from unnecessary taxes. The fastest, most effective way to do that is to work with an experienced tax strategist who understands how to best protect and save your income. That’s me!

Over the past 15 years, I’ve helped countless entrepreneurs and investors free up cash for life, business, and investment opportunities instead of mindlessly blowing it on overpayments in taxes.

Implementing strategies to reduce your tax liability doesn’t have to be overwhelming or stressful, cause you to question your integrity, or require you to become a tax expert.

When it comes to accumulating wealth, finding ways to limit the amount you owe in taxes while remaining tax compliant is key. All you need is an organized and streamlined process to manage your money so that you can become confident in your business finances and taxes, so that you can continue building the life you desire to live.

Sherry Aland

Tax Prep, Tax Advising, Accounting/Bookkeeping, Payroll, Sales Tax Reporting

Sherry has over 25 years of experience in corporate accounting and management in Homebuilding and Development, Real Estate and Property Management, and Western industries. She has used that experience to also provide full-service accounting and tax services for over 15 years for clients in those same industries, in addition to Construction Services and E-Commerce, among others.

As a Main Street Certified Tax Advisor, Sherry brings additional training and knowledge to help entrepreneurs maximize their tax savings and accomplish their business and financial goals through entity selection, business and tax planning, and implementing effective systems.

Sherry has built her practice around referrals from satisfied clients, providing personalized service and being proactive in identifying opportunities to enhance their tax savings and facilitate growth.

Jacob Sannon

Jacob Sannon

Tax Advising

Jacob Sannon attained his master’s degree in accountancy from the University of Idaho where he graduated top of his class earning Summa Cum Laude honors as a collegiate athlete. He began his career at one of the largest accounting firms on the west coast of the U.S. where he gained exposure to working with high net worth individuals and medium size businesses in a variety of industries.

Jacob now specializes in providing tax planning, consulting, and advisory services. His main interest is working with professional based industries such as Attorneys, Doctors, and Lawyers; while also having a large portion of his clients within the real estate industry. Jacob is the owner and operator of a Phoenix based CPA firm that works with clients remotely in all 50 states. Jacob really enjoys the long term relation ship that he builds with his clients.

Patrick Darby

Tax Prep, Tax Advising, Accounting/Bookkeeping, Payroll, Financial Services, Insurance

Sin City CFO helps Online Business Owners save taxes and forecast their cash flows & profits.

We offer Tax Advisory, Virtual CFO, Bookkeeping & Tax Preparation services.

After maximizing tax savings, our sister firm, Darby Wealth Planning, helps our clients invest their Self-Directed Retirement Accounts.

We are based on Las Vegas but we work virtually with all our clients.

Colleen Sawatzky

Tax Prep, Tax Advising, Accounting/Bookkeeping, Payroll, Sales Tax Reporting

Two hockey-lovin’ little boys call me Mom. One handsome husband calls me Suga.
I’m the rarest of unicorns–an extroverted CPA. I firmly believe finances can and should be fun and easy for business owners.

I’m on a mission to leverage my 20 years in the accounting and finance industry to help early-stage and growing entrepreneurs own their numbers so they can kill it at business while living their best lives.

The entrepreneurial bug bit me 9 years ago when I had my first son. I wanted to build my own business so I could set my own schedule, make more money, and make a bigger impact. Oh, the days when I still had my rose-colored glasses on!

I compromised on clients, prices, offers, on and on, until I’d built myself a business that was MORE stressful than my corporate career and made FAR LESS money. Even with my accounting and financial background, I still struggled to make a profit.

Through years of trial and error, I found something that actually helped me grow a business that I loved. It was finding and surrounding myself with GREAT advisors in areas where I knew I needed support and accountability.

I have built my current business model around being that trusted, relatable advisor for my clients. I have taken the knowledge I gained from my big corporate years (they know how to make money) and adjusted it into a process that supports the growing entrepreneur (just like Mark J Kohler, the true Main Street business). My company offers complete accounting and financial support at a fraction of the price you would spend hiring a bookkeeper, accountant, tax preparer, tax planning expert, fractional CFO, money coach, etc., separately.

Having a solid relationship with your trusted advisors is one of the most important things you need to build a thriving business. You should feel excited to call them when you have questions, problems, exciting opportunities, or just want to bounce an idea off of them. Do you have that type of relationship with your financial advisors?

Take your time to find those professionals who will speak to you like an intelligent human, suggest ideas to help you achieve your goals, and call you out when they think you need it. If you want to chat to see if we can have that kind of relationship, hop on my calendar here – https://trestleconsult.com/contact/

Jude Heath

Tax Prep, Tax Advising, Accounting/Bookkeeping, Payroll, Financial Services, Sales Tax Reporting

Hi, I’m Jude. I have been advising clients on tax and accounting matters for 27 years! I enjoy watching my clients’ successfully planned tax outcomes. One example of this is, I helped a retired attorney save and protect his Individual Retirement Account by calculating and installing a sixteen year Roth conversion strategy. He paid tax on the Roth at low rates and will avoid his required minimum distribution. Plus he can pass on to his sons. All of this planning avoided his Individual Retirement account being taxed at the highest bracket. What a win!

I can employ many strategies to enjoy tax savings! Each client is personalized. Trust me when I tell you that I enjoy watching my clients succeed and win at the tax savings game! Contact me today to take advantage of these tax savings ideas for yourself and your loved ones!

Check me out on social media and read my content:
LinkedIn www.linkedin.com/in/jude-heath-616b895
Facebook https://www.facebook.com/jheathcpa
Instagram https://instagram.com/jheathcpa?igshid=MzRIODBiNWFIZA==

Angelica Roxas

Tax Prep, Tax Advising, Accounting/Bookkeeping, Financial Services, Insurance

I am a Financial and Tax Strategist and your proactive partner in securing and enhancing your financial legacy. With over 22 years of experience, I’m a trusted Fiduciary Financial Advisor and the Founder and President of Strategic Asset Preservation, Inc., dba South Bay Tax Solutions, and Halo of Hope – Cancer Foundation. My forward-thinking approach ensures that my clients make smarter decisions, and grow their wealth.

My expertise extends to various financial fields, including legacy planning, retirement planning, insurance planning, and more. She’s a published author, with her Forbes.com article on “5 Things You Should Know About Social Security and Retirement” ranking 6th out of 10. She’s also the author of e-books like “Top 10 IRA/401k Mistakes to Avoid for a Healthy Retirement” and “The Ultimate Guide to Tax Savings for Real Estate Investors and Business Owners,” not to mention the online course, “The Quest for Retirement Success.”

My work purview had me participating in meetings with members of Congress when they share information and plans on taxes, healthcare costs, Social Security, Medicare, etc. I have been recognized in the Wall Street Journal for my leadership role.

Our team-based model, led by myself, specializes in proactive planning with a range of services, including Strategic Tax Planning, Risk Mitigation, Wealth Management, Legal Services, and Business Advisory. She has held several securities and insurance licenses for 22+ years, and she specializes in working with various classes of business owners and individuals. Angelica has taken Financial Planning courses at UCLA extension and went through H&R Block courses as a Certified Tax Preparer.

Let us join hands and take a step towards securing and improving your financial heritage. We offer a free discovery call for you to discuss your specific needs and concerns. Our team takes a proactive approach to ensure your financial future is in good hands.

Jennifer Shrewsberry

Jennifer Shrewsberry

Tax Prep, Tax Advising, Accounting/Bookkeeping

Jennifer Shrewsberry is a Main Street Certified Tax Advisor and Bookkeeping Firm Owner who specializes in providing comprehensive tax services to real estate investors and service-based businesses focused on real estate. With years of experience in the industry, she has built a reputation for providing personalized attention and customized solutions that help her clients achieve their financial goals.

As the owner of her bookkeeping firm, Jennifer brings a unique combination of expertise and dedication to every project she takes on. She understands the challenges that real estate investors and service-based businesses face and works closely with her clients to provide tailored solutions that meet their specific needs.

Jennifer is also a successful real estate investor with a portfolio of short and long term rentals. Her experience as an investor gives her a unique perspective and valuable insights that she can share with her clients. She understands the importance of careful financial management and strategic decision-making when it comes to investing in real estate, and she uses this knowledge to help her clients achieve their investment goals.

As a fellow investor, Jennifer is committed to staying up-to-date on the latest industry trends. She leverages her knowledge and experience to provide her clients with the most current and accurate information available, helping them make informed decisions about their own investments.

Tax Prep, Tax Advising, Accounting/Bookkeeping

Charlotte G. Petersen, MBA, CPA founded Expert Tax CPA in December 2021 with 17 years of experience in tax and accounting, realizing the industry needed another CPA firm to give small-business owners and individuals better service and expertise, while creating an excellent work environment for staff. After an amazing childhood growing up in Wyoming, she graduated from BYU-Idaho in 2004 with a Bachelor’s in accounting and a minor in information systems. She worked a few years in the accounting industry and then received an MBA from the University of Phoenix, took additional advanced accounting classes from the University of Utah and passed the CPA tests in 2011 on her first attempt.

Charlotte’s niche is in the real estate industry but also has experience in and has worked with clients in the fields of construction, investment partnerships, medicine, and e-commerce, including multi-state nexus issues in each field. When Charlotte isn’t nit-picking every detail to help clients save the most taxes, she is busy managing her family’s real estate rental business and spending time with her husband and two kids. She also loves to get outdoors, exercise, travel and cook.

Link to schedule a call: https://api.taxnitro.com/widget/appointment/experttaxcpa/charlotte-petersen

Trent Benedetti

Tax Prep, Tax Advising, Financial Services

As a CPA, Certified Financial Planner, Registered Investment Advisor Representative and Certified Tax Pro Advisor- Benedetti takes a holistic approach to serving the firms clients. Tax preparation fits into the larger picture of planning toward financial independence. The firms three main goals:

1. Help clients better understand their business: The entity choice; maximizing tax deductions; implementing benefit plans and self-directed IRA’s; pension planning, including self-directed 401K’s; cash flow issues.
2. Pay the least amount of taxes.
3. Develop a long-term wealth creation plan and staying with it.


Juliana Madaki

Tax Prep, Tax Advising, Legal, Financial Services

William Richerson

Tax Prep, Tax Advising, Financial Services, Sales Tax Reporting

Bill started his first business, a specialty outdoor sports retail store, before graduating from collage. Following graduation from UTA, Bill passed the CPA exam but did not work for a CPA long enough to qualify for the certificate. He has been a CFO in manufacturing, treasurer for non-profits and accountant for a bankruptcy trustee in several large cases involving manufacturing and wholesale building supplies. Since then he has been committed to learning how to help small business be successful by using their financial information as the measurement tool that it is. What can be measured can be analyzed and corrections made to stay profitable and grow. As part of this commitment he started his tax practice. He and his wife own other businesses including being active real estate investors. They have 3 adult children with grand and great grand children. When Bill is not is not working, or with family, he enjoys anything in the outdoors and he is a Texas Master Naturalist.