Styve is a Coach, Speaker, and Trainer who is passionate about helping people achieve their financial goals. After learning about real estate investing, he discovered the powerful impact that strategic tax planning can have on an individual’s financial success. He began offering tax preparation services while working as a real estate agent in Florida and soon realized the potential to make a real difference in people’s lives through expert tax strategy advice. Through being a student of Mark Kohler, Styve has developed unique tax strategies that have helped him structure his own real estate investing and short-term rental businesses. Now, he is committed to sharing his knowledge and expertise with others and making a lasting impact in the accounting space.
Foy Tax Group provides small businesses with a full spectrum of accounting services. From bookkeeping to in depth tax planning – we’ve got you covered! We welcome the opportunity to work with you to achieve your goals. We have a diverse client base including businesses in various service-related industries. Our ability to work with such a diverse client base provides us with the institutional knowledge needed to understand our clients and provide them with the tools they need to build a more successful business.
Mary Ellen Foy is the owner of Foy Tax Group and has over 25 years of accounting experience. She carries the designations of Enrolled Agent, Certified Tax Advisor and QuickBooks Pro Advisor.
Zeeshan Khaliq has been a CPA for over 10 years. Having run financial operations for large Fortune 500 companies along with small businesses. He uses an integrated approach of proactive tax and business planning to generate cash to fund retirement and current lifestyle needs. His current clients have saved in taxes $21k to $286K each year working with him. If you are in need of saving money in taxes, please give us a call to book an appointment.
Over the past forty-five years Kim Larsen has earned a reputation as a world class tax and financial strategist. He has been enrolled to practice before the Internal Revenue Service since 1978. Kim is a recognized expert on the Internal Revenue Code as well as IRS policy and procedure. Kim has considerable experience working with individuals and closely held businesses to develop innovative tax and financial strategies, including mergers, acquisitions and exit planning. Kim is a very creative transactional advisor and frequently finds ways to accomplish client objectives when other advisors have given up. Through years of experience, Kim has acquired an uncanny ability to digest and interpret complex information quickly. Kim’s analytical abilities have made him a widely sought-after advisor in crises management and communications. Kim has worked at length in business and real estate “turnaround” engagements. Kim has offices in Las Vegas, Maui and the San Francisco Bay Area.
Hi, my name is Jeremy Clark and I am an accounting professional located in Fresno, California. I am the CEO & Founder of Clark Pros Tax & Accounting where we provide outsourced tax and accounting services designed to help your business run smoothly and provide financial accountability of your finances. Clark Pros has developed processes and tax strategies that help business owners, and individual tax payers like you make more profit and minimize taxes. Although we are located in Central California, we work with small businesses and tax payers all across the United States by utilizing the latest in cloud technology.
THE AMERICAN DREAM IS ROOTED IN THE TAX CODE:
With Charles you get the American Dream Framework through:
1. Asset protection
2. Tax Mitigation
3. Wealth Building.. Real Estate.
Charles’ clients typically buy ONE Real Estate property every year with tax savings.
Charles is the ultimate guide to achieving YOUR WILDEST AMERICAN DREAM. With over two decades of expert tax strategies using his best-selling strategies summarized below, you’ll gain access to a wealth of knowledge and insights from a seasoned tax strategist who has helped countless individuals and businesses save money and build wealth.
With Charles, you get:
1. Proven Tax Saving Techniques: Learn the tried-and-true strategies that have saved clients thousands, if not millions, in taxes over the past two decades.
2. Year-Round Tax Planning: He will provide you with smart financial strategies all year round that minimize your tax liability and maximize your financial growth.
3. Legal Tax Loopholes: He will help you uncover and take advantage of the hidden opportunities within the tax code that can work to your advantage, legally reducing your tax burden.
4. Strategies for Individuals and Businesses: Whether you’re a small business owner, a high-net-worth individual, or someone just starting your financial journey, his strategies are tailored to your needs.
5. Risk Mitigation: He will implement and teach you how to structure your financial affairs to minimize risk and protect your hard-earned assets.
6. Long-Term Wealth Building: With Charles, you will gain insights into how tax planning can be a key component of your long-term wealth-building strategy. He helps you build generational wealth TAX FREE
7. Real-Life Success Stories: He will explore real case studies of individuals and businesses whose financial futures have been transformed using his strategies.
With his 20 Years of Proven Tax Strategies, you will implement and learn the tools and knowledge to take control of your finances and achieve the financial freedom you’ve always dreamed of. Don’t miss out on his wisdom of over two decades of tax expertise.
CHARLES WILL GIVE YOU THE AMERICAN DREAM BLUEPRINT.
Charles is a former PwC Director
Currently the CEO of CHN Advisors
Member of the following professional bodies:
– American Institute of Certified Public Accountants
– Iowa Association of Certified Public Accountants
– Texas Board of Certified Public Accountants
– Board of Chartered Accountants of the Central African Region – Expert compatible CEMAC
– Fellow of the Association of Chartered Certified Accountants
– Investment Banking Institute – Washington DC
We’re a full service and consulting business solutions firm for individual and small businesses. We have over 20+ years of experience. In addition to our full payroll, bookkeeping, and tax advisory services, you also have access to a wealth of knowledge and support from our accounting firm.
Our hands on experience include residential and commercial real estate investing, active equity and cryptocurrency trading, business startup, and dealing with foreign assets.
I am a Solo-preneur in the Accounting/Tax Prep/Payroll field. I started in public accounting, ventured to private accounting for sales/manufacturing before starting my own accounting office in 2010. Throughout my career I have gained extensive knowledge in accounting practice, tax preparation, and customer relations. I love the mechanics of the field, how everything looks like a big puzzle and it’s my job to bring the picture together making the final product a cohesive and thorough set of financial statements that flow easily to tax preparation.
I am a Quickbooks Proadvisor but have worked with many accounting and data base systems.
I have an Associates Degree in Accounting, have prepared taxes for 30+ years, and am a Certified Tax Advisor. My ideal client is one with a huge bookkeeping dilemma/mess that needs help bringing things all together. I also enjoy collaborating with others in the field and adding my strengths to a caring, ethical, and diligent team who strive to offer – and provide – the best service possible to clients chasing their own dreams of financial security and freedom.
I currently do bookkeeping. payroll services, sales tax reporting, and income tax preparation for individuals, companies and non-profits. My work is 90% done remotely as I do like to travel out of Northern Minnesota during the cold months. With the help of invaluable Virtual Assistants I am able to do so with ease. I also find it very helpful to visit the client site, if feasible, to see operations so I can offer insight or to bring more understanding to the set of books I’m working with.
George is an accomplished professional in various roles including the military, corporations, management consulting, and small business. George is a serial entrepreneur having started multiple successful businesses.
His current journey started in 2003. George was a small business consultant working for an international consulting firm serving small business in the United States and Canada. As the economic .downturn began impacting small businesses George and his wife Cindy saw the need to focus their efforts on “helping business succeed” and the Small Business Advisory Group doing business as SBA Accounting and Tax Solutions was established in late 2009.
George and Cindy and their team slowly expanded their services to meet the needs of today’s small businesses and their owners including their need for comprehensive tax advice and guidance.
We focus on accounting and bookkeeping, business advisory services, capital acquisition, debt mediation, tax problem resolutions, and tax planning and preparation.
We are committed to bringing you a level of sophistication which has no competition.
Get in touch with George by calling 559-369-7691 and he will be glad to provide an initial discovery call at no charge.
Christianie boasts an impressive academic pedigree, with a Bachelor’s degree in Accounting and a Master’s degree in Business Management. But it’s not just her education that sets her apart. Her passion for taxation ignited when her daughter faced an audit, which inspired her to delve deep into the complexities of tax law. This unexpected journey transformed her love for numbers into a fascination with tax policy and strategy.
Today, as the owner and lead advisor of Victor & Associates, she channels that passion and knowledge into leading a formidable team of tax industry strategists. Their collective experience, spanning over 30 years, is dedicated to achieving positive results for small business clients navigating the complex world of taxes.
Christianie’s motto is “Taxation is not a frustration, but an opportunity to build wealth.” Her commitment goes beyond providing services; it’s about teaching as she works, helping clients understand their tax situation and how to use it to their advantage.
When she isn’t handling taxes, Christianie takes pleasure in the simpler things in life – losing herself in captivating books and delighting in the company of her three beautiful daughters and three adorable
Hi! I’m Scott McLaine, the host of the BrightWealth® Show and I am the Managing Partner of BrightAdvisor®.
BrightWealth® publishes financial education videos and hosts live events. BrightAdvisor® delivers world class financial services to everyday working Americans.
I have published hundreds of financial education videos with millions of views. I teach everything from the basics of personal finance, retirement accounts, active investing, to advanced tax savings loopholes and strategies for business owners and high network households.
My speciality is financial planning and tax strategies for High Net-worth Households and growing businesses.
Currently, 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 … and have empowered many, many individuals and families to create their IncomeForever™ Retirement, so they never have an out of money experience.
I would love the Opportunity to take a look at your situation and see what we can do.
Meet Jake Jeong, CPA and a former Realtor
Are you a Real Estate Professional (REALTOR, BROKER, LANDLORD, etc.) seeking tailored financial expertise? Look no further! I’m Jake, a Certified Public Accountant (CPA), passionate about guiding real estate professionals through the complexities of their finances.
[Why Choose Me?]
With years of experience in accounting, I deeply understand the challenges Real Estate Pros face when managing their finances. My dedication lies in providing personalized solutions that maximize profits and ensure compliance with the latest tax regulations.
As a CPA specialized in serving Real Estate Pros, I offer a wide range of services designed to streamline your financial processes. Whether you’re a seasoned or just starting your journey in the industry, I can help you with:
1. Tax Planning and Preparation: Minimize tax liabilities and optimize deductions, credits, and incentives
2. Bookkeeping and Accounting: Stay organized with accurate, up-to-date bookkeeping services, allowing you to focus on growing your real estate business.
3. Financial Analysis: Gain valuable insights into your business’s financial health and make informed decisions for the future.
4. Business Structure and Entity Selection: Determine the most advantageous legal structure for your real estate business to protect your assets and optimize tax benefits.
At Accurate CPA Firm P.C., we take pride in building strong, long-lasting relationships with our clients. We are committed to providing personalized attention and timely support, ensuring you have the financial guidance you need to achieve your goals.
[Your Success is Our Success]
As a CPA for REAL ESTATE PROFESSIONALS, I understand the real estate market’s dynamic nature and the challenges you face in this fast-paced industry. My mission is to empower you with the financial tools and insights necessary to make sound decisions, increase profitability, and achieve sustainable growth.
[Let’s Work Together]
If you’re ready to elevate your real estate business with expert financial guidance, I am here to help. Contact me today to schedule a FREE INTERVIEW, and together, let’s add value to your journey towards success.
***CALL TO ACTION***
I’m Chris Leon, a Midwestern CPA. Leveraging the proven strategies from Mark Kohler’s Main Street Tax and Legal Playbook, I work exclusively with small business owners and real estate investors. With a focus on maximizing your tax savings and financial success, I bring expertise and personalized support to help you live your American Dream.
My process starts with a comprehensive consultation with you to understand the unique challenges you face. During the meeting I will evaluate your situation and tailor a financial game plan that suits your needs.
We will select the top cutting-edge tax and legal strategies that will give you the highest initial payback and savings and quickly move to implement them. My dedicated team of accountants and bookkeepers will provide comprehensive support, freeing up your time to focus on growing your business and making sound investments. We will handle all tax return filings, run your optimal payroll process, and keep your QuickBooks up-to-date and organized.
I will actively follow up with you to ensure you are taking advantage of every opportunity to save on taxes and achieve your financial goals. Don’t settle for less when it comes to your financial success. Partner with me, the CPA who is committed to your prosperity. Contact me today and take the first step towards living your American Dream.
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!
Lumen Tax Resolution is a leading virtual tax advisory and tax resolution firm based out of South Florida & serving clients nationwide. Our specialty lies in tax advisory and tax resolution services. From IRS challenges to tax planning, we provide strategic guidance tailored to your unique situation. With a fully virtual presence, we break down geographical barriers, ensuring everyone can access our exceptional tax expertise effortlessly. Our mission is to simplify the intricate world of taxes. Ready to overcome IRS challenges or in need of dependable tax advice? Take the first step with us today!
Dedicated financial strategist with an MBA in finance and a heart for female entrepreneurs. Specializing in holistic financial planning, I guide women towards their business and personal financial goals. I am passionate about providing tailored life insurance solutions for families and businesses. Let’s shape your financial future together.
On a personal note, I’m a proud mother to four wonderful kids and a doting grandmother to five lively grandkids. When I’m not immersed in the world of finance, you can find me exploring the great outdoors – activities that mirror the same determination and tenacity I bring to the financial realm.
As a staunch advocate for economic empowerment, I have honed my skills to serve a unique clientele—female entrepreneurs. I recognize the challenges that women face in the business landscape. I am committed to providing guidance that will align with your specific financial goals. My mission is to empower you to build, protect, and grow your wealth while navigating the complexities of running your business.
Let’s embark on a journey to shape your financial future together. Connect with me to explore the endless possibilities!