Find a Certified Tax Coach

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

Raymond F. Simmons, CTC

Ray Simmons Corporation

Ed Lloyd CPA, PFS, CTC

Ed Lloyd & Associates, PLLC

Ed Lloyd is a Certified Public Accountant, Personal Financial Specialist and Certified Tax Coach. His firm Ed Lloyd & Associates, PLLC employees six professionals dedicated to providing proactive planning for their clients.

All clients begin with a tax plan session to uncover missed opportunities. The typical client sees $50,000 in tax reduction on an annual basis, making our services an investment not another expense. There are five different tax planning services available to meet the needs of clients regarding structure, growth,wealth management,tax reduction and exit phases of their businesses.

Tax planning ideas are implemented by the Firm to ensure the new tax savings are handled correctly. We offer fixed-price monthly maintenance plans. In addition,we work with our clients to understand … Read more →

Ronald D’Arminio, CPA MST CTC

Ronald D’Arminio, CPA, P.C

Ron D’Arminio is not your typical CPA. He is a Certified Tax Coach with a Master of Science in Taxation from Seton Hall University. He combines his technical expertise with his 27 years of experience to help you make more and keep more of what you make.

Mr. D’Arminio believes in building trust and relationships with his clients while delivering proactive tax planning services. Here is what one client had to say about his unique approach to client service:

You’re the best. I wonder what all these people would do if they went to a “regular” accountant. You’ve got everyone spoiled. Joanne Connors, client since 1991 Controller, International Appraisal Company Upper Saddle River, New Jersey

Mr. D’Arminio launched his practice … Read more →

John T. Drawdy, CPA, CTC

Drawdy CPA Services, LLC

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 →

David Stone & Drew Foster, CTC

IRS Solutions, Inc

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 →

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