Find a Certified Tax Coach

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Browse this month's featured Certified Tax Coaches™ below:

Robert A . Gambardella, CPA CTC

Concierge Tax Service, LLC

Hi! I’m Robert Gambardella, Certified Tax Coach and bestselling co-author of “Secrets of a Tax Free Life”. My tax practice, Concierge Tax Services, focuses on proactive tax planning, with the goal minimizing your taxes to the legal minimum.

I would love to learn more about you and your business, to see where I can identifying any mistakes or missed opportunities that are costing you taxes that you just don’t have to pay. Please give me a call at 203-767-7197 for a free tax analysis.

Good planning is ALWAYS cheaper than good reacting!… Read more →

Elizabeth I. Na, CPA, CTC

Na & Associates, CPA, LLC

Elizabeth Na, CPA was born and raised in Taiwan and came to the U.S. in 1977. She received her MBA majored in Accounting and began her career as a staff accountant of a big 8 national accounting firm in 1979. She enjoyed her first job as an auditor for banks, nursing homes and closely held companies, and broadened her experience into taxation while working in large regional CPA firms as she moved to Texas and settled in Cincinnati, Ohio in 1984.

Elizabeth started her own practice in 1986 with two start-up companies as her first clients. As their CPA, business and tax advisor, she worked closely with the clients and other professional advisors on the team and was proud to … Read more →

Drew Foster,CRTP CTC

IRS Solutions

Drew Foster’s tax planning firm takes financial strategy beyond mere tax preparation. As a Certified Tax Coach, Mr. Foster brings clients’ tax plans to a higher level of efficiency. Working together with Certified Tax Coach David Stone, Mr. Foster assists in saving clients saving as much as $50,000 per year. His history in the financial services industry includes several awards that recognize his ability to help companies exceed their profit goals.

Founded on his extensive knowledge of this industry, Mr. Foster’s tax strategies routinely save his clients $15,000 in the first year of planning together. With the ongoing education and specialized training requisite to his licensing as a Certified Tax Coach, his financial guidance proves invaluable to clients seeking an … Read more →

Joseph Conrad, EA CTC

JCC, Inc.

Joseph Conrad is the founder and President of JCC, Inc., a strategic tax and business-consulting firm which offers service to the exceptional.

Joseph has over 22 years of experience as a Small Business Expert, consultant, speaker, and author, who practices the concept of GREAT Tax Planning. His diverse knowledge and experience allows him to bring new and innovative ideas to his clients, while speaking in plain English.

When it comes to saving you tax dollars Joseph uses the analogy from the movie The Blind Side. The Quarterback is the highest paid player on the team. YOU are the Quarterback of your team. Joseph (the tax guy) is your left tackle, the second highest paid player on the team. His job … Read more →

Raymond F. Simmons, CTC

Ray Simmons Corporation

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