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 →

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 →

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 →

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