Find a Certified Tax Coach

Enter your zip code to find a Certified Tax Coach in your area:

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

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 →

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 →

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 →

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 →

Raymond F. Simmons, CTC

Ray Simmons Corporation

Get more information 888-5-TAXPLAN | Contact