Find a Certified Tax Coach

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

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 →

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 →

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 →

Raymond F. Simmons, CTC

Ray Simmons Corporation

James B. McElravy, CTC

JAMES B MCELRAVY, CPA, PLLC

James McElravy has been doing taxes for over 25 years. He started in the 1980′s with the Reagan administration and has survived all of the tax changes since. He is ready to face the challenges the new President is going to offer us. With changes come opportunities. Jamie has worked in a number of different industries and has a vast array of knowledge about a wide range of industries. This experience helps him to understand how hard you work to keep your money.… Read more →

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