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

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 →

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 →

Drew Foster,CRTP CTC

IRS Solutions

Drew Foster’s tax planning firm takes financial strategy beyond mere tax preparation. As a Certified Tax Coach, Mr. Foster brings clients’ tax plans to a higher level of efficiency. Working together with Certified Tax Coach David Stone, Mr. Foster assists in saving clients saving as much as $50,000 per year. His history in the financial services industry includes several awards that recognize his ability to help companies exceed their profit goals.

Founded on his extensive knowledge of this industry, Mr. Foster’s tax strategies routinely save his clients $15,000 in the first year of planning together. With the ongoing education and specialized training requisite to his licensing as a Certified Tax Coach, his financial guidance proves invaluable to clients seeking an … 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 →

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