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.

Jacob Hall

Tax Prep, Tax Advising, Accounting/Bookkeeping, Payroll

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.

Jake Jeong, CPA, CFO

Tax Advising

Jake Jeong, CPA: Specialized Financial Expertise for Construction Industry Professionals

Are you in the construction industry (HVAC, PLUMBING ELECTRIC, PAINTING, LANDSCAPING, SNOW REMOVAL, RENOVATION & MAINTENANCE, PEST CONTROL, etc.) seeking expert financial advice? I’m Jake, a Certified Public Accountant with experience in the construction sector, committed to guiding you through the financial complexities of your industry.

Your Success, Our Mission:
With a grasp of the ever-changing construction industry, I aim to provide the tools and knowledge necessary for your profitability and sustainable growth.

Partner for Success:
Advance your construction business with my specialized financial expertise. Contact me for a FREE INTERVIEW and let’s build your path to success together.

Marcos Guevara

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

Marcos Guevara owner of HomEstate Solutions is a skilled tax advisor with 6 years of experience in providing expert tax planning and preparation services. As a former army veteran with a background in finance and human resources, he brings a unique perspective to his clients’ financial challenges. With a strong financial focus and concentration to safeguarding their financial interests, understands the critical role taxes play in financial well-being. With a strategic mindset and understanding of business systems and processes. With a passion for entrepreneurship and guiding businesses and individuals through complex tax matters.

As a former business owner, he intimately understands the inner workings of businesses and the financial impact of strategic decisions, giving him firsthand knowledge of the financial and administrative challenges faced by entrepreneurs.

Marcos understands the power of real estate in building long-term financial stability. His expertise in market analysis, property valuation, and investment strategies enables his clients to make informed choices and maximize their financial returns. Also, him having prior experience in construction project management brings with him a more strategic mindset to his clients’ real estate endeavors.

With a strategic approach to financial protection, Marcos understands that life insurance is a fundamental component of a comprehensive financial plan. Provides strategic life insurance solutions conducting thorough assessments of his clients’ insurance needs, goals, and financial circumstances to develop personalized strategies that align with their long-term objectives.

His certification as a tax professional, as well as being member of the elite group Main Street Tax Pro Tax Advisor Network combined with his strategic approach, allows him to offer a comprehensive understanding of asset protection and tax strategies tailored to his clients’ financial goals. He helps clients optimize their tax planning, minimize liabilities, identify opportunities for strategic tax savings and streamline financial growth and wealth accumulation. His dedication to strategic financial planning, attention to detail, up-to-date knowledge of tax laws, asset protection and understanding of business systems make him a trusted advisor.

Alvin Cabamungan

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

“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!

Diva R Mejias

Tax Prep, Tax Advising, Insurance, ITIN

Diva R. Mejias MBA, MSCTA, CLTC, Realtor – Linoma Financial Services/DM Financial Services, Inc.

Hello, I am a seasoned professional with over three decades of experience in corporate finance, including a notable role as District Controller for United Parcel Service where I managed $350M annually.

An entrepreneur with significant tax expertise, I am a Main Street Certified Tax Advisor and ITIN Certified Acceptance Agent, preparing thousands of tax returns under my company, Complete Tax & Business Solutions, Inc. “Numbers tell stories”, allow me to assist you with yours.

Additionally, I am licensed in multiple states as an insurance broker/agent and serve as a Realtor with CENTURY21.

I love to lend my expertise to numerous non-profits and currently hold several board positions. I have been recognized for my work and community service, receiving awards such as the 2021 Bloc 50 over 50 and the 2023 Annual Tribute to Women.

Mark Dutter

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

AT AMD, WE DO MORE THAN PREPARE TAXES; WE BUILD LEGACIES.

The tax game hasn’t changed much in the past 200 years, but how you approach it can.

As certified Tax Advisors with decades of tax prep and accounting experience, we turn tax law into common language, demystifying the process so you can make more empowered financial decisions.

The truth is, you have a lot of options. We help you recognize and manage those opportunities.

From tax returns to real estate, bookkeeping to payroll, sales tax to startups, and everything in between, we guide you in understanding your unique tax situation so you can earn more, save more, and face your financial future with unwavering confidence.

Kenneth Feyers

Tax Prep, Tax Advising, Accounting/Bookkeeping

I’m Kenneth S. Feyers, a dynamic financial expert with over two decades of dedicated experience in the tax and financial services industry. Co-founding a thriving Tax and Financial Service office, I’ve honed my expertise in crafting innovative Tax Strategies, consistently delivering substantial results for businesses and families. This specialization has established me as a leading authority, known for devising tax solutions that lead to significant financial gains.

Beyond my professional accomplishments, I find immense fulfillment in actively participating in church activities and community service. These experiences have reinforced my belief in the power of collective action to make substantial positive changes in the lives of individuals and entire communities.

With a marriage of 38 years and three accomplished sons – Joshua, Jacob, and Jesse – family values run deep in my journey. They serve as a testament to the strength and support that have shaped my personal and professional life. Looking ahead, I’m committed to not only maintaining but amplifying our track record of delivering big results through innovative Tax Strategies. Whether it’s strategic financial planning or expert tax-saving approaches, count on us to lead you towards substantial financial gains.

For transformative financial advice and innovative Tax Strategies that lead to significant results, reach out today. You can contact me at (954) 326-6979 or via email at ken@sptaxgroup.com.

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.

Tosin Adefila

Tax Prep, Tax Advising, Accounting/Bookkeeping, Insurance

Since I became a CPA, I’ve learned the importance of understanding the needs and challenges of clients that own service-based businesses and invest in real estate. With my years of experience, I’ve learned strategies along the way to help clients save, defer, and reduce their tax burdens. I enjoy taking the time to explain tax planning and saving opportunities to explore the possibilities with my clients! With so many complexities in the tax code, I feel it is important for me to teach my clients so they can leave each meeting with confidence. My background of knowledge and experience has allowed me to assist students and clients with personal goals such as becoming CPAs, investing, financial coaching, homeownership, tax savings, and more!

Whether it’s teaching clients or students, my passion lies in taking complex topics and making it easier for people to understand. I enjoy working to help others to build a legacy that can ensure a successful future!

Schedule a FREE Discovery call on our website, to go over potential tax savings for your unique situation!

Bradley Roth

Tax Advising

Hello, I’m Bradley Roth, Tax Advisor and Executive Broker at SmartGold.com, where we specialize in helping individuals reduce taxes, hedge inflation, and increase diversification

In my journey into entrepreneurship, I’ve gained diverse experience in the fitness industry, network marketing, door-to-door sales, and real estate. I’ve also successfully run businesses in the digital marketing space, online coaching, and live events.

Those experiences allow me to intimately understand the challenges faced by many intrapreneurs, solopreneurs, and small business owners. They often confront a steep learning curve regarding taxes, with many prioritizing other aspects of their businesses over tax planning and retirement. I’ve been there myself and have met countless others who didn’t know where to start when it came to managing and optimizing taxes outside of the W-2 world.

There is a huge need for clear, practical guidance in this area. That’s why I’m dedicated to sharing the ins and outs that every business owner wishes they were taught. I take pride in offering both tax-saving and wealth-creation strategies that can genuinely change the trajectory of someone’s business.

When you work with me you’re not just getting a Certified Tax Pro; you’re gaining a partner committed to helping you navigate the complexities of the tax landscape. I go beyond the numbers to provide personalized insights and strategies that can make a profound difference in your business.

Get in touch to schedule your free discovery call today.

Vanessa Johnson

Tax Advising, Financial Services

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.

Wendy Barlin

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

My professional experience spans more than 20 years in industries as
diverse as hospitality, entertainment, manufacturing and the retail industry.

Together with my team, I provide a full range of accounting, bookkeeping and income tax services to business owners and taxpayers nationwide.

I am committed to your success.

Growing up in Cape Town, South Africa, I graduated from the University of Cape Town with a double major in Accounting and Information Systems. By learning accountancy using pencil and paper rather than computers, I know the intricacies of the information flow through the accounting system. This makes it easy for me to solve problems quickly.

I am a member of the Florida Society of CPAs and the American Institute of Certified Public Accountants.

Click on website to schedule consultation.

Tanyaa Kilham

Tax Advising, Accounting/Bookkeeping, Payroll, Financial Services

I became an accountant for law firms because I see the passion attorneys have for law and the compassion they have for their clients. By helping attorneys and law firms escape the hassle of dealing with financial data and the struggle of understanding financial statements, I work every day to help my clients do even more good in the world.

As a virtual accountant for lawyers and law firms, I understand your business. I am well versed in online platforms and provide services to my clients remotely, freeing even more of their time for what they do best!

I strive to provide more than just basic accounting and bookkeeping services for lawyers and law firms. I encourage my clients to seek advice when making financial decisions. For me, bookkeeping and accounting is more than a business – it’s my passion!

Aimee Burch

Tax Prep, Tax Advising, Accounting/Bookkeeping, Payroll

I have a strong background in managing the finances of small businesses, including running a successful business of my own for over 30 years. I spent over 15 years teaching high school math before becoming a CPA. The combination of my teaching skills and financial experience create a unique situation in which I am able to help clients understand complex issues in an understandable way. Let me help you get started on your personalized path to success!

Brian Rellihan, CFP®, EA, MBA

Tax Advising, Financial Services

Besides being a Certified Financial Planner, EA, and MBA, I teach as an Adjunct Professor of Finance and Investments at CGU. I have over 20 years of hands-on experience in asset management, income tax preparation, and financial planning to benefit our clients.

You can find me quoted in national publications that include YahooFinance!, GoBanking Rates, Nasdaq, and US News and World Report.

My 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. I can read a 1040 tax return, as I have prepared thousands, to optimize a financial plan. I’m not looking to replace your CPA, EA, or Attorney, rather, partner with them as we speak their language!

Wes Kirtz

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

I have been with Bookkeeper.com over 15 years. We are an 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.

My mission is to:

– Honor God
– 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

Schedule a Free Discovery Call with me to review potential savings for you and your business!

Susy Chemen

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

If you’re seeking an accounting and tax firm that prioritizes your business needs and provides exceptional customer service, you’ve come to the right place. With over 15 years of experience, we offer comprehensive solutions tailored to your industry, including business consulting, tax preparation, and bookkeeping. Our expertise spans various sectors, from e-commerce to non-profit associations. We take pride in understanding your unique situation and applying our knowledge of evolving tax laws to provide effective tax planning. Get in touch with us today to see how we can assist you.

Si buscas una firma de contabilidad e impuestos que priorice las necesidades de tu negocio y brinde un servicio al cliente excepcional, has llegado al lugar indicado. Con más de 15 años de experiencia, ofrecemos soluciones integrales adaptadas a tu industria, que incluyen consultoría empresarial, preparación de impuestos y contabilidad. Nuestra experiencia abarca diversos sectores, desde el comercio electrónico hasta las asociaciones sin fines de lucro. Nos enorgullece comprender tu situación única y aplicar nuestro conocimiento de las leyes fiscales en evolución para proporcionar una planificación fiscal efectiva. Ponte en contacto con nosotros hoy mismo para ver cómo podemos ayudarte.

David Tinker

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

With over 25 years of unwavering expertise in the realms of business, finance, and tax, David Tinker stands as a trusted guide in navigating the intricate landscape of financial success. For more than two decades, David Tinker has been at the forefront of empowering businesses and individuals to make informed financial decisions. From strategic business planning to tax optimization, David has a proven track record of driving financial excellence. As a seasoned advisor, David brings a wealth of strategic insights to the table. From startups to established enterprises, our mission is to tailor financial solutions that align with your unique goals and aspirations. At the core of our values is an unwavering commitment to trust and integrity. Clients entrust David not just with their finances but with their dreams and ambitions. We take this responsibility seriously, ensuring every financial step is a step towards your success. Embark on a journey towards financial prosperity. Connect with David Tinker for personalized, client-focused financial guidance that transcends the ordinary. Let’s build, grow, and secure your financial future together.