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Certified Concierge TaxPlanIQ Advisor Directory
Get connected with a tax planner today. Search below to find your match.
Advisors listed in this directory have completed TaxPlanIQ’s platform training in modern tax planning workflows, including the ROI Method of Value Pricing, and use technology-enabled processes to work with clients remotely.
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AccountLogik
Suwanee, Georgia
Services Provided: Tax Preparation, Tax Planning, Cash Flow Forecasting, CFO Services, Bookkeeping
Practicing In: All 50 states
Avant Tax Consulting & Accounting
Mount Laurel, New Jersey
Services Provided: Tax Preparation, Tax Planning, Bookkeeping, Tax Resolution
Practicing In: All 50 states
Envisionvest
Houston, Texas
Services Provided: Tax Planning, Tax Preparation, Cash Flow Forecasting, CFO Services, Financial Planning
Practicing In: All 50 states
Express Tax Financial Group
Atlanta, Georgia
Services Provided: Tax Preparation, Tax Planning, Bookkeeping, CFO Services, Tax Resolution, Financial Planning, Cash Flow Forecasting
Practicing In: All 50 states
Holistiq Tax Planning LLC
Prosper, Texas
Services Provided: Tax Planning, Tax Preparation, Cash Flow Forecasting, CFO Services, Financial Planning
Practicing In: All 50 states
John A Sanchez & Co
Auburn Hills, Michigan
Services Provided: Bookkeeping, Tax Preparation, Tax Planning, Cash Flow Forecasting, Tax Resolution, CFO Services
Practicing In: All 50 states
Keithie Graham CPA, PLLC
Mansfield, Texas
Services Provided: Bookkeeping, Tax Planning, Tax Preparation, Tax Resolution, CFO Services
Practicing In: All 50 states
MpowerED CPA Services
College Park, Georgia
Services Provided: Bookkeeping, Tax Planning, Tax Preparation, CFO Services
Practicing In: All states except Hawaii, California, and Alaska
Myres CPA PLLC
San Antonio, Texas
Services Provided: Tax Preparation, Tax Planning, CFO Services, Financial Planning
Practicing In: Alaska, Florida, Nevada, New Hampshire, South Dakota, Tennessee, Texas, Washington, Wyoming
Riad CPA PC
Charlotte, North Carolina
Services Provided: Bookkeeping, Tax Preparation, Tax Planning, Financial Planning
Practicing In: All 50 states
Robert W King III CPA PLLC
Plano, Texas
Services Provided: Tax Preparation, Tax Planning, Tax Resolution
Practicing In: All 50 states
RWM & Company
New Bloomfield, Pennsylvania
Services Provided: Bookkeeping, Tax Preparation, Tax Planning, Tax Resolution, CFO Services, Financial Planning
Practicing In: All 50 states
Socair Advisors
Sandpoint, Idaho
Services Provided: Bookkeeping, Tax Planning, Tax Preparation, Financial Planning
Practicing In: All 50 states
The Emerald Edge
Sioux Falls, South Dakota
Services Provided: Bookkeeping, Tax Preparation, Tax Planning, Cash Flow Forecasting, CFO Services, Tax Resolution
Practicing In: All states except Oregon
Tranquil Transactions CPA PLLC
Brentwood, New York
Services Provided: Tax Preparation, Tax Planning, Cash Flow Forecasting, Tax Resolution, Financial Planning
Practicing In: All 50 states
About this directory
This directory lists independent tax professionals who have completed TaxPlanIQ’s Certified Planner training and platform onboarding.
TaxPlanIQ does not provide tax preparation, tax planning, or tax advisory services, and does not supervise, control, or direct the services performed by any listed advisor. All advisors in this directory operate as independent professionals and are solely responsible for their own client engagements, advice, and compliance with applicable laws and professional standards.
Inclusion in this directory does not constitute an endorsement, guarantee, or warranty of any advisor’s work, services, or results. TaxPlanIQ does not evaluate or verify the accuracy, quality, or suitability of any advice provided by listed professionals.
“Certified” refers only to completion of TaxPlanIQ’s internal training and platform requirements and does not imply any government license, professional designation, or regulatory approval.
Users are solely responsible for selecting and engaging a tax professional and should conduct their own due diligence before hiring any advisor.