Find a Certified Tax Coach

Enter your zip code to find a Certified Tax Coach in your area:

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

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 →

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 →

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 →

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 →

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 →

Get more information 888-5-TAXPLAN | Contact