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.
Hello, I’m Bradley Roth, an Executive Broker at SmartGold.com, where we specialize in empowering individuals to protect themselves from inflation using precious metals while adopting a holistic approach to financial well-being.
My journey into entrepreneurship started after earning my degree in Exercise Science from the University of Connecticut. Over the years, 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.
My diverse experiences allow me to intimately understand the challenges that many intrapreneurs, solopreneurs, and small business owners face on a regular basis. What truly drives me is my passion for assisting these individuals. They often confront a steep learning curve when it comes to 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.
Through my own experiences, I’ve recognized the 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 tax-saving and wealth-creation strategies that can genuinely change the trajectory of someone’s business.
When you work with me, Bradley Roth, 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. Let’s embark on this journey together towards financial resilience and success.
Former Pro Golfer. Won 2008 San Juan Open at 15 under par for 72-holes.
CPA Since 2007. Passed all 4 parts of CPA exams on first attempt – Only 10% of those eligible to sit for the exams pull that off.
Founded my company, CPA Solutions, in 2014 after consuming every tax strategy book I could find and approaching my managing partner at the time with some of the ideas. They were all dismissed as too aggressive.
My company qualified for the 2023 Inc. 5000 list of fastest growing private companies in America. Running the Entrepreneurial Operating System (EOS) was key to that. I know how to scale businesses and love to discuss that subject with my clients and colleagues.
Before I joined the Main Street Tax Pro Network, I was a Mastery level member of Tom Wheelwright’s WealthAbility Network since it began in 2019. I was their top producer of Wealth & Tax Strategies and learned a lot about advanced strategy for HNW and UHNW entrepreneurs.
I’m a great advisor because I ask a lot of questions to understand my clients’ situation and goals first, speak from experience, and seek to educate. I’ll never recommend a strategy that I’ve not completed thorough due diligence for and/or tested on myself.
I’m based in CA (Laguna Beach) and pay very little tax even though my business and investments are cash flow positive. Also, I have a second home in Telluride, CO and a portfolio of rental properties.
My passion is helping American entrepreneurs achieve financial freedom (defined as having enough passive income to live their ideal lifestyle) by reducing their taxes to the lowest level possible (legally, ethically, and morally) while creating multi-generational relationships based on trust. My company’s BHAG (Big Hairy Audacious Goal) is help 1,000 entrepreneurs achieve that by 2023. We’re well on our way!
Other specialties include Estate Tax Mitigation, Real Estate Syndications, Working Interest Oil & Gas, Business Valuation, Mergers & Acquisitions, Conservation Easements, Captive Insurance, International Tax, and more.
Omar Leguizamon, CPA, EA, MSCTA
I’m Omar Leguizamon, the founder of Streetwise Accountancy, a fully virtual firm based out of DC metro area but serving clients worldwide. I’m a licensed Certified Public Accountant , Enrolled Agent and have over 10 years of experience in public accounting, serving small businesses nationwide.
We specialize in tax advisory services offered on a monthly or quarterly basis to professional service-based businesses such as attorneys, marketing agencies, and consultants. We understand that no two clients are the same. That’s why we take a personalized approach to every engagement. We work closely with each client to understand their specific circumstances, goals, and challenges. This allows us to craft custom-tailored tax advising services that meet your exact needs.
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.
Hello, I’m Wadelene (WAHD LEEN) Charles, and I’m passionate about all things finance and wealth-building. With a license as an Enrolled Agent from the Internal Revenue Service, I’m here to navigate the complex world of taxes for you. My educational background includes bachelor’s degrees in both Accounting and Finance, as well as a Master of Science in Accountancy. I’ve also obtained a 215 Life & Health Insurance License, ensuring that I can provide comprehensive financial guidance.
Currently, I serve as the Senior Tax Accountants (STA) and Managing Partner at Strategic Tax Accountants, where I work diligently to help clients make informed financial decisions. I help small business owners, real estate investors, and real estate professionals acquire financing, decrease tax liabilities, increase client receivables, and grow their portfolios so they can focus on helping more people live their ideal lifestyles. My commitment to financial empowerment extends beyond my work with STA—I’m also a Wealth Coach and Educator with Sipping Wealth, a platform where I share insights on cash flow management, tax optimization, and various financial tips to help the community grow their wealth.
In addition to my tax expertise and coaching role, I wear another hat as the Part Owner and Chief Financial Officer at JWI Developments. This role allows me to apply my financial knowledge in the world of real estate and private equity investments, where I work to create wealth-building opportunities.
As an author, I’ve created the “My Wealth Planner” to assist individuals in accomplishing their goals and managing and maximizing their wealth.
I am looking forward to assisting you! Together Let’s Wealth Up!
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.
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/
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.
OBJECTIVE:
A charismatic and patient professional in taxation and real estate, seeking for clients in need of accounting and financial services. Believes that all people can learn, blossom, and achieve the American dream. Proven ability to work in chaotic situations with real estate contract dates and deadlines and tax filing deadlines. Much-admired for excellence in fiduciary, creativity, organization, and positive attitude. Able to establish instant relationship with clients, professionals, and agents from real estate to Internal Revenue Service based on outstanding communication.
EXPERIENCE:
Chumerica Financial Alliance in San Dimas, CA
January 2009 – Present
• Manage clients, learning and understanding in accordance to the goals of their finances.
• Perform regular routine of client’s accounting and financial plan.
As owner, I must maintain proper licensing in all the categories listed below:
Registered Financial Consultant
August 2023 – Present
• Management in personal finance and professional practice.
FINRA Series 65 – Uniform Investment Adviser Law Exam
March 2019 – Present
• Passed – The Series 65 exam – the NASAA Investment Advisers Law Examination administered by FINRA.
NMLS Mortgage Loan Originator
March 2016 – Present
• Assists consumers who are seeking mortgage loans in purchasing or refinancing a home or commercial real estate.
IRS Enrolled Agent
February 2016 – Present
• Tax Expert
• Federally licensed tax practitioner who specialize in taxation and also have unlimited rights to represent taxpayers before the IRS.
• Responsible for income tax preparation for individuals and companies.
• Identified potential tax credits and liabilities and ensure accurate and complete returns are filed in a timely manner.
• Completes tax forms in accordance with policies and in compliance with legislation and regulations.
NTPI Fellow (2021 – Present)
• Acquired the knowledge & skills needed to guide their clients successfully through the complicated tax resolution & audit cases.
Main Street Certified Tax Advisor (2023 – Present)
• Diligently trained directly with Mark J. Kohler, CPA, Attorney, Author, to learn the very best critical tax and legal strategies.
IRS Registered Tax Return Preparer
March 2012 – 2016 (Exempt)
CTEC Registered Tax Preparer
January 2009 – 2016 (Exempt)
CDI Insurance Producer
December 2010 – Present
• Provides service to clients’ changing insurance needs by selling annuities, life and health insurance.
CalDRE Real Estate Saleperson
REALTOR
April 2006 – Present
• Marketing real estate on behalf of clients and providing guidance to buyers/sellers to facilitate the purchase/selling process.
First Time Buyer Specialist Certification (2020 – Present)
Certified Real Estate Negotiator (2023 – Present)
Certified Expert Listing Professional (2023 – Present)
SOS Notary Public – California
February 2003 – Present
• Performs valuable services to the legal, business, financial and real estate communities by certifying or witnessing signatures on official documents.
Greff CPA Corp in Los Angeles, CA
February 2003 – October 2008
• CPA Internships and Cooperative Programs
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!
Are you confident in the way your business is handling taxes?
Hi, I am Diane Herman, E.A. and I LOVE helping people find tax deductions!
With my 30+ years of experience, I have advised business owners on creative ways to save on taxes! Some owners I have advised have gone on to save MILLIONS of dollars with my tax strategies.
I am industry recognized due to my abililty in finding hidden tax deductions missed by others after reviewing their previous filings. This led to be being invited to Co-Author a book called “You Can Deduct That?”
As a Certified Tax Advisor, I help business owners move from feeling insecure to being confident in their tax strategies and their business future.
2023 is almost over, BUT there are some tax strategies we can still put into place before 2024!
Please visit my website to book a FREE 30 Minute Discovery Call to see what tax deductions I can find for you and your business!
Rob Haertel, MBA, CPA, JD loves clients who are paying too much in taxes. His vast experience in tax planning and preparation has saved his clients millions of dollars in taxes through expert tax planning. He loves running 4 miles a day with his dog almost as much as he loves saving people money on their tax bills. Owners of small businesses and real estate investors from CA to FL love him because he truly cares about them and wants to help them become millionaires.
Other areas of expertise are:
1. Self-directed IRAs and 990T filings for leveraged real estate
2. Solo 401ks
3. Hard money lending
4. Capital gain deferral through 1031 exchanges, charitable remainder trusts, private foundations, and Opportunity Zones.
Additionally, many of our staff speak Spanish so we can serve the Latino community.
“Give us the facts, we’ll save you the tax.”
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!
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!
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.
At JBC Tax Resolutions we look holistically at the impact of decisions on both the financial and human aspects of the company. This includes the owners, investors, employees, customers, vendors and their families. As a Navy veteran and wife of a disabled Vietnam veteran, Janice has a deep personal understanding that there are many forms of success and measurements of wealth within each unique financial situation and the people involved.
She has first-hand knowledge of corporate accounting and tax issues. As the owner of her own businesses, she understands the complexities of running your own business and the interaction of your personal and business taxes. She decided to help others with tax strategies after experiencing an intense IRS audit of her own business which resulted in a larger refund and an IRS job offer.
Janice obtained her CPA experience at Deloitte, a ‘Big 4’ accounting firm in auditing after her Business Economics degree from UCSB. She brings a solid accounting background as VP of Finance in a Mid-level manufacturing firm coupled with a decade of hands-on farming and certified on-farm processing experiences. She has specialized in Cost Accounting, Inventory and Financial Forensics. She is versed in both mid-level accounting software such as MS365 Business Central, and is a Certified Enterprise and Advanced QuickBooks ProAdvisor. In addition to holding a Certified Public Accounting license in CA and WA, she is certified in small business financial advisory, a certified tax representation consultant and Mark J Kohler’s Main Street Certified Tax Advisor.
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.
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. His clients then use the tax savings to invest in Crypto, Precious Metals, Real Estate and Private Equity using their self-directed Solo 401K or IRAs. If you are in need of saving money in taxes, please give us a call to book an appointment.
