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.

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 →

Christine has been a CPA for over 18 years and has over 20 years of hands-on experience with challenges most CPAs only know on paper! And that gives you a perspective most CPAs just can’t offer. She’s both a Certified Public Accountant and a Certified Tax Coach, who integrates both disciplines into a holistic, client-centered approach towards maximizing your after-tax income and wealth.

She works with small and medium size companies, helping them save thousands in tax dollars and become more profitable. With several years in the private sector, Christine is uniquely qualified to help business owners overcome existing hurdles and accelerate their company’s performance.

Christine is an active member of the American Institute of Certified Public Accountants, a past… Read more →

IRS SolutionsTM was founded in 1998 by David Stone, Enrolled Agent. David, who worked for the Internal Revenue Service for 12 years, was tired of seeing uninformed taxpayers get the runaround and be taken advantage of. He also didn’t like to see taxpayers using dishonest accountants who were giving false promises. As an Enrolled Agent, David is able to represent clients nationwide in front of the IRS and most state agencies. He is held to a strict standard by the federal government. IRS SolutionsTM has grown into a company people know that they can trust. A company who truly “has your back”. We are committed to both the individual and small business to reduce your tax to the lowest possible… Read more →

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!