Find a Certified Tax Coach

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

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 →

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 →

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 →

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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