Find a Certified Tax Coach

Ed Lloyd CPA, PFS, CTC is a certified tax coach and provides proactive tax strategies for his clients. Mr. Lloyd has been involved in the design of complex tax planning strategies including the design and management of closely held insurance companies solutions to his clients. Mr. Lloyd is the managing member of the firm Ed Lloyd & Associates, PLLC. He began his own public accounting practice in 1987, and has provided tax reduction planning, tax preparation, accounting, audit, management advisory and other related services since this time. Prior to establishing Ed Lloyd & Associates, PLLC, Mr. Lloyd spent nine years working for a regional and a local CPA firm. Ed Lloyd & Associates, PLLC provides Strategic Tax Planning, tax preparation… Read more →

Nancy is a Certified Public Accountant with over 20 years of experience. Nancy has worked with large multi-national corporations while working with a Big 4 accounting firm and for the past 15 years worked with individuals and small business owners helping them to achieve tax savings through effective structuring, planning and execution of tax strategies.

Hi, I’m Robert A. Gambardella, CPA and Certified Tax Coach, and I am the Principal at Concierge Tax Services, LLC. My primary area of focus is proactive tax planning, with the goal minimizing my clients’ taxes to the legal minimum. Please give me a call at 203-767-7197 for a free tax analysis, to see if my services can benefit you!

Over the course of this year, I have identified for my clients over $232,000 combined in tax savings. I hope to double that next year by helping even more business owners just like you!

Can I guarantee tax savings for everyone? Nope. But I can guarantee you one thing: If you don’t give me a call to discuss tax planning,… Read more →

Drew Foster, Certified Tax Coach, graduated from Arizona State University with his Bachelor of Science in Finance in 2002. Over the last 8 years Drew has been in Finance and Banking. Drew specializes in working with small business owners and individuals to build their wealth. His focus is on pro active tax planning throughout the year.

John Drawdy is an accounting, tax, and financial planning professional with 17 years of relevant experience. John holds an MBA from the University of South Carolina and is a Certified Public Accountant (CPA), Personal Financial Specialist (PFS), Certified Tax Coach (CTC) and a member of the American Institute of Certified Public Accountants (AICPA) and the Georgia Society of Certified Public Accountants. John also teaches undergraduate and graduate level accounting classes for two universities and (by special invitation) has written and edited questions for the CPA Exam. John is a member of the Beta Alpha Psi Accounting Honor Society, President of the Towne Lake Rotary Club (provisional club), a Director of the Greater Atlanta Carolina Alumni Association, Treasurer of the Atlanta… Read more →