The Certified
Tax Advisor Network

Find the perfect advisor for your business needs.

What is a Main Street Tax Advisor?

We certify each tax professional in our network on 80+ cutting-edge tax strategies, to ensure they maximize your tax savings.

Every professional in our network speaks the “Mark Kohler” language. If you have heard Mark talk about a strategy, every tax professional listed below is certified to help you implement it in your tax plan.

Anina Visagie

Tax Advising

I am a teacher at “heart”.
Whether I’m explaining a new diagnosis to a patient or a tax saving strategy to a business client, impacting someone’s life in a practical manner is my passion.
I live on a horse farm with my husband and two boys. When I’m not working, you can usually find me cooking or playing soccer mom.
One of my favorite quotes by Mark Kohler is: “Try to find a reason to take a deduction, not a reason NOT to take a deduction”
It is very frustrating when your tax professional says “no” to your suggestions, especially when you know it’s an appropriate strategy.
I welcome clients’ ideas and enjoy their excitement when I work with them to find the best strategies to save money!

Angelica Lopez

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

Meet Angelica Lopez: Your Trusted Certified Tax Advisor

Hello there! With over 15 years of unwavering dedication to the restaurant, franchise, and trade services businesses, I’ve cultivated a skill set that is nothing short of indispensable. My extensive experience and education have formed the bedrock of my expertise, and I’m here to help you seize the opportunities and challenges that this dynamic industry presents.

In this fast-paced world, time is money, and I’ve consistently delivered results that speak volumes. Whether it’s saving clients thousands of dollars through tax optimization or helping them navigate complex financial regulations with ease, I’ve got you covered. But it’s not just about numbers; it’s about fostering a sense of confidence and security in your financial future.

I invite you to take action now. Let’s connect, schedule a call, or meet face-to-face. I believe in the power of collaboration, and I’m ready to be your trusted partner in achieving your financial goals. Don’t wait; reach out to me today, and let’s embark on a journey to success together. Your success is not just a destination—it’s a way of life, and I’m here to guide you every step of the way.

Belinda Whitfield

Tax Prep, Accounting/Bookkeeping, Payroll

I am currently accepting only ministers and non-profit organizations as new clients. 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. My firm provides full service bookkeeping and accounting supervision to church and non-profit bookkeepers, treasurers for churches with 10 to 5,000 members. My firm also prepare 501c3 applications for churches, outreach ministries, transitional living programs, community development programs, and day care facilities.

Michele Barnes

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

At Harmony Financial Services we specialize in helping Small Business Owners start off on the right note!

I have 8+ years experience with Tax Prep and 3 Years experience as a VITA Tax site Manager. I started my accounting/bookkeeping practice with the intent to help new and prospective business owners plan the start up of their business in a way that protects them from making costly mistakes when it comes to tax time! Additionally I work with established business owners doing consultations, accounting & bookkeeping services, tax planning, strategizing expansion or even preparation for selling their business. We have written letters to Mortgage Lenders who need to know the money you are using from your business accounts will not negatively impact your business liquidity. We can do interim financial statements when needed for lending or sale of an established business.

We work with a variety of industries from real estate and retail to service industries. Reach out for a free 30 minute session to discuss your needs and how we can help you meet them!

Josh Jackson

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

Want to be confident you’re making smart financial decisions? Meet Josh Jackson, Waggoner Financial’s Tax Associate. Josh is a Certified Public Accountant (CPA) and has his Master’s in Accounting with a specialty in taxation. Josh is a member of a team with 25+ years of combined experience. Waggoner Financial has developed a reputation for educating both individuals and businesses within their community and across the country. There is always a member of the team with an answer to your question and ready to help.

Josh specializes in advanced tax strategies, honing his expertise under the guidance of acclaimed trainer Mark Kohler. With a keen understanding of Kohler’s innovative approaches, Josh empowers clients with cutting-edge insights, ensuring their financial success through strategic tax planning. Josh’s advisory practice keeps clients compliant with all laws and regulations, helps build tax efficient wealth, and makes them confident in their financial future.

No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We pride ourselves in being not just your advisor, but your accountability partner. Take the first step with us today and book a free discovery call using the link below.

Sherry Aland

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

I am Sherry Aland, owner of Sherry Aland PC. I have over 25 years of experience in corporate accounting and management in Homebuilding and Development, Real Estate and Property Management, and Western industries. I have 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, have gained 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.

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

Sandra Tapia

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

Hello, I’m Sandy P. Tapia, Founder of SPT Business Consulting LLC. I’m a seasoned Certified Public Accountant (CPA) and business professional with a strong academic background and over 20 years of hands-on experience in tax, payroll, financial compliance, accounting, and auditing.

I’m passionate about helping others, leveraging my expertise to empower and help individuals and businesses to make informed financial decisions that lead to growth and prosperity.

Currently offering tax advisory/tax planning, accounting/bookkeeping, payroll, real estate investment assessments, forensic audits, and CFO services.

Comprehensive consultations include legal, business, and tax strategies review which will support the trifecta diagram creation as well as prior-year tax return review and financial statements with estate planning considerations.

Are you looking for tax strategies, tax preparation, accounting, and payroll for your business? Please contact me for up to a free 15-minute exploratory call and see if you can benefit from a consultation for tax savings strategies.

https://www.sptconsulting.cpa/book-online

Raushana Pender

Tax Prep, Tax Advising, Accounting/Bookkeeping

Over the past 15 years, I’ve dedicated myself to empowering entrepreneurs and investors to safeguard their hard-earned income from unnecessary tax burdens. With my expertise as a seasoned tax strategist, I’ve guided countless individuals towards freeing up cash for life, business, and investment ventures instead of needlessly squandering it on excessive tax payments. I firmly believe that implementing tax-reducing strategies shouldn’t be daunting or perplexing; rather, it should be a streamlined process that instills confidence in managing finances and taxes effectively.

My approach is centered on providing personalized solutions tailored to your specific financial goals and circumstances. By working together, we can navigate the complexities of tax compliance while strategically minimizing your tax liability within the bounds of the law. Let’s embark on a journey to optimize your financial well-being and unlock greater opportunities for wealth accumulation.

Schedule a discovery call today, and let’s explore how I can empower you with proven strategies to legally pay less taxes and pave the way for a brighter financial future.

Christopher Vitale

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

Who We Are
Vitale Business & Tax Advisors, LLC (VTA) is a virtual outsourced accountant and tax advisory firm passionate about helping small business owners grow their businesses through tax and business compliance and planning. Our expertise is in operational compliance with the accounting and taxation requirements of running a business as well as individual tax planning.

VTA was born out of an entrepreneurial desire to be of value to our community by offering our knowledge and skills gained from on-the-job experience and tested by accredited credentialing associations. As a Christian-owned firm, we carry with us a biblical character developed from two decades of Christian-based discipleship*.

Chris Vitale is the founder and Senior Advisor at VTA. Chris is a Certified Public Accountant (CPA) with the American Institute of Certified Public Accountants licensed in both Texas and Illinois, an Enrolled Agent with the Internal Revenue Service (IRS), a Certified Management Accountant (CMA) with the Institute of Management Accountants, and holds a Master’s degree in Accounting (MSA) from Liberty University and a Bachelor’s degree in Biblical Studies (BABS) from SUM Bible College & Theological Seminary. His wife, Vanessa, is the Marketing & Social Media Advisor at VTA where she loves to utilize her God-given creativity and great personality for the firm and its clients. Chris and Vanessa have four children, they serve at their church, and they desire to fulfill Jesus Christ’s commands to “Love God, Love People” (Matthew 22:36-40) and to “make disciples of all nations” (Matthew 28:19-20). We espouse biblical values and principles on all socio-political issues.

“My vision for the firm is to be a mainstay for other business owners, a reliable and dependent support to guide them toward clarity in business, taxes, and Faith!” – Chris Vitale, Founder

Daveed Tuck

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

~Hello, my name is Daveed ~
Clients feel good about the money I put back in their pockets.
My journey began as an IRS auditor, where I learned the ins and outs of the tax system. Yet, my true passion lies in the untamed majestic beauty of rivers like Payette, Snake, and Salmon where I served as a river guide and lifeguard.
The river can be an awe-inspiring place to unwind and rejuvenate, yet it can quickly turn into a life-threatening challenge. Moving from guiding people through perilous water -now I assist in navigating the turbulent currents of the IRS tax code, ensuring financial safety through retirement.
As a cash flow coach, I possess a unique ability to uncover the hidden reasons why clients’ missed profitability and cash flow potential. In addition, I have the expertise to remedy these issues, leading to a thriving and more profitable business.
Far too often, missed opportunities arise because people wait until it’s too late to take action. Don’t let that be your story. Schedule a right-fit call with me today, before valuable tax savings slip through your fingers.
Visit us at https://www.anviltax.com/right-fit to find a convenient time for us to connect.
Together, we can reshape your financial future.

David Sanchez

Tax Advising, Insurance

Founder, Co-Inventor and CEO of RELAR for 17 years. Real Estate MLS Data Aggregation and Automated Valuation Model developer. Licensed Building Contractor for 36 years performing apartment, light industrial remodels, renovations, & development. Licensed Fire & Casualty, Life & Health Insurance broker for 36 years. Build and manage data center servers and cyber security for my colocation.

Brad Filmanowicz

Tax Prep, Tax Advising, Accounting/Bookkeeping, Payroll

Brad Filmanowicz, CPA, MBA, EA.

Specializing in Medical, Legal, and other high income professionals.

Saving on Taxes in 3 simple steps:
1. Tax Planning
2. Tax Planning
3. Tax Planning

These processes teach the small business owner how to make their business very profitable. Most business owners do not make enough money for the risk they have and the amount of time they put into their business. And the primary reason is they are sales driven and not profit driven. They think more sales will fix their problems and it doesn’t.

He has developed a program that will bring Fortune 500 financial techniques to the small business owner. The small business owner does not have the budget to hire teams of financial analysts to show them what is working and what is not working.

Brad Filmanowicz, CPA, MBA has been practicing as a tax accountant and small business advisor since 1997.

Brad earned his CPA in 1994 and a Masters Degree in Finance from Saint Xavier University in 1997. Prior to starting his own firm he was an accounting manager for Telular Corporation a publicly traded firm, a financial planning accountant for Sara Lee Corporation, and a controller for Moran Industries.

His experience at Sara Lee taught him how to take Fortune 500 companies financial management skills down to the small divisional level, and later how to apply to small businesses.

Richard Curcio

Tax Prep, Tax Advising, Financial Services, Insurance

Richard Curcio is a dedicated and seasoned tax advisor, providing tailored financial guidance and tax planning strategies to small business owners. As a passionate advocate for small businesses, Rich understands the intricate financial landscape that entrepreneurs navigate and strives to alleviate their tax burdens while maximizing their profitability. By staying abreast of the latest tax laws, regulations, and incentives, he will create tax solutions that align with each client’s specific needs and goals.

A Main Street Certified Tax Advisor, Rich is proficient in minimizing tax liabilities, identifying potential deductions, and ensuring compliance with all relevant tax codes. Whether it’s strategizing for tax efficiency, navigating audits, or offering year-round support, he is committed to delivering reliable, personalized service that empowers small business owners to make informed financial decisions.

It is important for a business owner to have clear and concise explanations of tax implications and strategies. This proactive approach enables entrepreneurs to have a deeper understanding of their financial responsibilities, empowering them to make strategic decisions that drive business growth.

Davie Madison

Tax Prep, Tax Advising, Accounting/Bookkeeping, Payroll

Madison Tax Group is a boutique-style tax advisory firm. We are your one stop shop for personal and business tax preparation, bookkeeping and business/non-profit formation needs. Our team of tax, accounting, and business development experts will make you feel like a part of our family, catering to your individual financial needs.

Kim Barta

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

Kimberly Barta is a seasoned financial expert with a wealth of experience in accounting, tax advisory, and financial coaching. With a strong educational background in public accounting and Main Street Certified Tax Advisory certification, Kimberly brings a depth of knowledge to her role at Custom Business Solutions, LLC.

Her dedication to helping individuals and small businesses achieve their financial goals is evident in her personalized approach and commitment to client success. With Kimberly by your side, you can trust that your financial journey is in capable hands.

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/

KINVI EKOUE-BLA

Tax Advising, Financial Services

I immigrated to the United States more than two decades ago, and life was going well until I experienced a setback with our tax system. Rather than giving up, I embraced the world of tax strategies. Today, I proudly hold the title of Main Street Certified Tax Advisor, dedicated to ensuring that my clients and I pay only the absolute minimum fair share of our taxes.

With degrees in Economics, Business Management, and Global Business, I bring a well-rounded approach to the realm of taxation. My deep understanding of the intricacies of our tax system has allowed me to achieve success in the real estate industry and establish a lasting legacy.

I extend an invitation for you to leverage my knowledge and expertise to reduce your tax burden, build wealth, and improve your quality of life. Reach out to me by phone or visit my website to schedule a discovery call today.

Mary Ellen Foy

Tax Prep, Tax Advising, Accounting/Bookkeeping, Payroll

Hello, I am Mary Ellen Foy, the owner of Foy Tax Group Inc. I am excited to share over 27 years of accounting experience. My firm offers a comprehensive range of accounting services, covering everything from in-depth tax planning to thorough bookkeeping. With a diverse client base spanning various service-related industries, and having owned several types of businesses myself over the years, I possess the institutional knowledge needed to deeply understand my clients and equip them with the tools necessary for business success.

Regardless of your location within the United States, whether in Maryland or beyond, I extend my services nationwide. I welcome the opportunity to collaborate with you and your business to achieve your goals. Click on the link to my website in the contact area of this profile to book an introductory call. Let’s connect and embark on a journey towards your financial prosperity!