Find a Certified Tax Coach

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

Raymond F. Simmons, CTC

Ray Simmons Corporation

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 →

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 →

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 →

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 →

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