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.

David Kuronen

Tax Prep, Tax Advising, Payroll, ITIN, Sales Tax Reporting

Dave Kuronen is an experienced tax planner with 20 years of experience helping small businesses and individuals. He knows first hand the challenges that small business owners face when it comes to taxes, and he specializes in finding creative solutions to minimize their tax burden. Dave is particularly adept at uncovering overlooked deductions, credits and other opportunities for tax savings. He takes the time to listen to his clients and understand their individual needs and goals, allowing him to develop personalized tax strategies. Dave’s wealth of knowledge, passion for problem solving, and friendly demeanor make him a sought-after tax planning consultant. Over the course of his career he has successfully saved his clients millions of dollars in taxes.

Styve D Barthelemy

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

Hello! I’m Styve Barthelemy, a certified international leadership coach, speaker, and trainer endorsed by the esteemed John Maxwell Team. With over 10,000 trackable hours dedicated to mastering leadership development, I’m equipped to guide you towards success.

My journey began with humble tax filings, evolving into a passion for empowering small business owners to maximize tax savings and secure a brighter future for themselves and their families. As a Mainstreet Certified Tax Pro Advisor, I’m committed to nurturing your leadership skills and optimizing your financial strategies.

Ready to take control of your journey? Let’s make it happen! Book an appointment for a Discovery call today, and let’s pave the way for your leadership and financial success. Your future starts now!

Stephanie Heredia

Tax Prep, Tax Advising

Taxes Tampa is a boutique accounting firm located in Tampa, FL with over a decade of providing advisory, tax, and accounting services to privately held businesses, individuals, and non-profit organizations throughout the US. We love helping small businesses scale their teams, operations, and most importantly, their profits! We started with a vision of being a very communication-focused firm, keeping in touch with our clients as much as we can to address their ever-growing individual and business needs. Taxes Tampa specializes in Tax Planning & Tax Preparation.

Why do we focus on Tax Planning? If you’ve ever worked with an Accountant you likely had the following experience: The year ends, the holidays pass, your tax forms arrive in the mail and you send them off to your accountant ready to get ahead of tax season! You wait and wait but days (even weeks) go by and you never hear back. The extension deadline passes and they reach out to let you know they extended your return. But why? You gave them your documents months ago!

This is because of 2 things: (1) your accountant is likely understaffed/over-leveraged and has a volume firm with more clients than they know what to with or (2) they have a giant team but they do every little thing from bookkeeping to payroll, so they have deadlines every 30 days therefore your taxes fall to the waist side.

This is why we’re hyper-focusing on tax planning. Because you can find 100 other accountants to prioritize your books and your payroll but for some reason, they always drop the ball on taxes. And it’s because it’s an ancillary part of their business. By focusing our time exclusively on tax planning, we can better serve you, your business, and your wallet! (and we answer your emails!)

Contact us today to meet with a tax planning specialist who can answer all of your burning tax questions!

Tina Pittman

Tax Prep, Tax Advising, Accounting/Bookkeeping

Hi! I’m Tina, your trusted advisor to escape from the never-ending cycle of paying taxes. I empower you to be proactive and make informed decisions in regards to your money and paying taxes. My gig is to have you spend your money on what you want or just build your legacy. As your partner, I’m committed to your success. I unlock your potential of new opportunities and achieve your financial goals and growth through comprehensive tax advisory services.

Since the early 90’s, I’ve worked my own firm and aggressively sought out answers to tax problems. The proudest case I’ve done was taking a millionaire down to owing zero taxes. Could you imagine having zero taxes to pay? That’s a savings of over $250K in one year. This can become a reality for you too. The millionaire is now spending his money where he wants to spend it. No more cash flow issues. My area of expertise is making cash flow work for you through one of my strengths with tax advisory services.

Ready to make cash flow by optimizing your tax strategy and give yourself a boost on living wealthier? Let’s set up a time for an introduction call today! Ask for a copy of my book Unlock Your Business Potential: Achieving Financial Success with Cash Flow Management.

Courtney Holness

Tax Prep, Tax Advising, Accounting/Bookkeeping

Hi there! I’m Courtney Holness, tax strategist and founder of Avant Tax Consulting & Accounting. With over two decades of experience in accounting and taxation, I specialize in providing strategic tax planning and financial guidance to real estate investors and entrepreneurs that not only ensures organizational efficiency but also leads to substantial tax savings.

As an Enrolled Agent with federal authorization to represent taxpayers nationwide, coupled with certifications as a Main Street Certified Tax Advisor and a Certified QuickBooks Online ProAdvisor, I provide comprehensive solutions tailored to your unique situation.

My services go beyond simple tax preparation, placing a focus on strategic planning and organization throughout the year to maximize your tax savings while guiding you toward financial success. Let’s work together to develop a customized strategy that reduces your tax burden, alleviates stress, and sets you on the path to financial prosperity. Book a call with me here👉 https://bit.ly/free_discovery

David Lee

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

I am a Certified Public Accountant (CPA) and graduate of a Master’s Degree in Accounting, bringing over 14 years of expertise from Big 4 Accounting firms like Deloitte and Pricewaterhouse Coopers, as well as experience as the CFO in Private Equity. As a seasoned real estate investor with a diverse portfolio of both long and short-term rentals, I understand the intricate dynamics of Real Estate investing and syndication. Beyond my professional career, I am an avid adventurer with a love for travel, scuba diving, hiking, and skiing. The great outdoors holds a special place in my heart.

My specialization in advanced tax strategies and generational wealth building is grounded in training under Mark Kohler. Leveraging Kohler’s innovative approaches, I provide clients with cutting-edge insights, ensuring their financial prosperity through strategic tax planning. My advisory practice goes beyond mere compliance with laws and regulations; it focuses on constructing tax-efficient generational wealth plans with asset protection in mind, while instilling confidence in a secure financial future.

If you are ready unlock the power of tax savings, and secure your family’s financial legacy, feel free to connect with me today.

Sam Wilson

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

My father was a CPA and Entrepreneur , so I have been involved in such family businesses such as Cattle Ranching, Farming, Rental Real Estate / Flipping, Manufacturing, and Public Accountng since my youth.
I love numbers and math. I am friendly, calm, and analytical. I bring order out of chaos. I look for problems and come up with solutions.
I am the Chief Financial Officer for 2 very successful companies with respective sales of 70M and 10 M and I know what it takes to grow a company from small to mid-size.
I am an Advanced Quickbooks ProAdvisor. I can set up, clean up, maintain, and troubleshoot any Quickbooks problem and make reports that point out the areas of weakness in a business.
I have used Mark’s S Corp strategy for decades to save my business clients thousand of dollars in tax savings.
And what i have learned in his certification courses have given me new ideas on how to save more taxes and grow wealth for my clients.
I have learned in the past how to get out of debt and start saving and building wealth – Thank you Dave Ramsey.
I encourage you to schedule a free discovery call – I want to get to know and help you and your business.
In a short time I can indentify problems, set goals, and plan out steps to guide you to financial security.

Donald Hayden

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

Hi, I am a dedicated tax, accounting, and finance professional who has the knowledge, devotion, and skill to optimize your financial situation, save you money, and best prepare you for success with proactive tax planning.

I have the expertise and experience to deliver a hands-on approach to your services so that you have the critical information to minimize taxes and improve your and your business’s financial health.

Whether you require expert tax preparation during filing season or need bookkeeping or payroll services, I’ll guide you throughout the year in making prudent financial, tax, and accounting decisions. I have you covered. Take the first step today by scheduling a consultation!

Omar Leguizamon

Tax Prep, Tax Advising, Accounting/Bookkeeping, Payroll

I’m Omar Leguizamon, founder of Streetwise Accountancy, a fully virtual firm based out of DC metro area. I’m a licensed Certified Public Accountant with over 10 years of experience in public accounting helping clients to save in taxes and achieve their financial goals.

I take a personalized approach to every engagement because I understand that no two clients are the same. This allows me to select the top cutting-edge tax reduction strategies that meet your exact needs.

Don’t settle for less when it comes to your financial success. Partner with me, the CPA who is committed to your prosperity. With my expert planning, I will minimize your tax burden in 2023.

Let’s talk before it is too late. Schedule a free discovery call with me, on my website.

Olga Kvach

Tax Advising, Accounting/Bookkeeping

Originally from Belarus and now residing in the USA for the past 12 years, I’ve taken a unique path in my career. From an Architect by training to a CPA & Tax Advisor, I approach my work now as the “Architect” of your financial future.

I excel at de-constructing complex financial issues, finding potential faults in your current systems, and creating structures for growth. Unlike traditional accountants, I go beyond simply filing tax returns! I break down what’s happening in your business, help you understand your financial standing, and ensure you don’t overpay on taxes.

I’ve helped numerous clients save money and achieve financial growth through my deep discovery and tailored tax planning.

If you’re ready to unlock your business’ potential, contact me today to schedule a Strategy Session, so we can get started on creating a solid financial foundation!

KATRINA MARTIN

Tax Prep, Tax Advising, Accounting/Bookkeeping, Insurance

From my experience in the United States Air Force, I have learned what it takes to acquire the American Dream. Since 2002, I’ve helped clients reduce, defer, or even eliminate their tax burden. With my years of experience, I believe that the tax code is actually a “cheat code”, designed to help minimize your tax burden, increase your cash flow, and strategically grow your business. My insight and tax expertise will help you maximize every tax deduction you’re entitled to. Our approach is to work with you throughout the year, creating and updating your customized tax strategy. However, tax planning cannot be done in reverse. You MUST plan and implement tax strategies ahead of time in order to maximize your savings. Timing is critical. The time to start planning is now! Book a FREE discovery call with me to start your tax savings

Owais Shamsi

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

As a seasoned CPA licensed in the state of Texas with over two decades of experience, I am dedicated to empowering my clients to retain more of their hard-earned money for themselves and their families. My passion lies in leveraging my extensive knowledge of the IRS tax code to minimize taxes for individuals and small business owners. I am a proud member of the Tax Advisor Network and I am passionate about channeling my training and experience into providing invaluable guidance, ensuring that my clients navigate the complexities of tax regulations with confidence.

In my extensive career, I have not only served as a Financial Controller for Fortune 100 companies but have also actively contributed to the success of numerous small businesses. Recognizing the challenges that entrepreneurs face, especially in financial operations such as accounting and bookkeeping, I have played a pivotal role in streamlining and organizing their financial processes. By taking the burden of financial management off their shoulders, I have enabled small business owners to concentrate on business growth, alleviating the stress associated with running a small enterprise. My role as an outsourced Financial Controller has been highly appreciated by clients who value the strategic support I provide in optimizing their financial operations.

In addition, I also help my clients with Tax Resolution. Sometimes life happens, and the tax situation can get our of hand, This causes a lot of stress for the individual and their families. I help negotiate with the IRS on the behalf of the client to resolve the outstanding tax issue. The client will not have to talk with the IRS and they will not have to through this struggle alone. I can help reduce the tax liability significantly.

Schedule a FREE Discovery call on our website, or you can use the link below:

Schedule Tax Advisory Call

Joshua Perez, EA

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

Joshua Perez received his Associate’s degree in Accounting from Rasmussen University in 2020. He worked at a local CPA firm in Ocala, FL for 3 years and earned his Enrolled Agent license during his employment. He is now the owner of JP Tax Solutions LLC, where the number one goal is to help you save taxes and build wealth. JP Tax Solutions LLC offers services in bookkeeping, individual and business tax preparation, and tax advisory. To schedule a free 15 minute interview, give us a call at 352-322-7345 or visit our website for more information.

Juliana Madaki

Tax Prep, Tax Advising, Legal, Financial Services

Mandy Buendia

Tax Prep, Tax Advising, Accounting/Bookkeeping, Payroll

Hi, my name is Mandy Buendia. I’m an Enrolled Agent and I run GoodDay Tax & Bookkeeping Solutions located in Spring, Texas and serving clients throughout the U.S.
I specialize in working with small business owners and tax payers that are ready to stop overpaying the government and increase their tax efficiency year after year.
I prioritize foreword facing strategies and continued education ensuring that we continue to grow and learn new ways to serve our clients as they grow and need more advanced tax strategies.
Schedule a Discovery call today to find out if we’re a good fit to work together!
USAF Veteran Owned Firm

Bill Wilkins

Tax Prep, Financial Services, Insurance

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, Small Business Owners and Real Estate Investors 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 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. When you become a client, your comprehensive financial plan comes alive via your own private secure planning portal that encompasses financial, tax, retirement, investment and estate planning segments including simulated 1040’s and accompanying schedules that update daily as your net worth numbers adjust via Right Capital Software.

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 discovery call by texting him at 513-657-0989, Cell Phone 513-641-6307 or email at william.wilkins@lpl.com

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.

Zeeshan Khaliq

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

With over a decade of experience as a Certified Public Accountant, I’ve successfully overseen financial operations for both Fortune 500 corporations and small businesses alike. Through a proactive and integrated approach to tax and business planning, I’ve enabled my clients to generate substantial cash reserves, facilitating their retirement goals and current lifestyle requirements.

My track record speaks volumes, with clients consistently saving between $21,000 to $1.89 million annually in taxes through my strategic counsel and guidance. Leveraging these tax savings, my clients have diversified their investment portfolios into Crypto, Precious Metals, Real Estate, and Private Equity, utilizing their self-directed Solo 401(k) or IRAs.

If you’re seeking comprehensive tax-saving solutions tailored to your financial objectives, I invite you to schedule a consultation. Together, we can optimize your tax strategy and pave the way for a secure financial future. Book an appointment today through the following link: https://calendly.com/d/ynf-qzy-9hj

Charles Njoya

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

With me, Charles, you’re not just getting tax advice; you’re getting the keys to unlock the American Dream. My approach is rooted in the tax code, leveraging it to provide you with three pillars essential for achieving financial success: asset protection, tax mitigation, and wealth building through real estate. My clients often find themselves acquiring one real estate property per year, funded by tax savings.

Over my two-decade career, I’ve honed proven tax-saving techniques that have transformed the financial futures of countless individuals and businesses. Whether you’re a small business owner, a high-net-worth individual, or just starting your financial journey, my strategies are tailored to your unique needs. From year-round tax planning to uncovering legal tax loopholes, I provide comprehensive guidance to minimize your tax burden while maximizing your financial growth.

As a former PwC Director and current CEO of CHN Advisors, I bring a wealth of expertise to the table. I’m a member of various professional bodies, ensuring that my advice is not only grounded in experience but also up-to-date with the latest regulations. With my guidance, you’ll not only mitigate risks and protect your assets but also build long-term wealth, tax-free, and achieve the financial freedom you’ve always dreamed of. Let’s work together to create your personalized American Dream blueprint.