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.
Robert W King III CPA PLLC
Plano, Texas
Services Provided: Tax Preparation, Tax Planning, Tax Resolution
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
RWM & Company
New Bloomfield, Pennsylvania
Services Provided: Bookkeeping, Tax Preparation, Tax Planning, Tax Resolution, CFO Services, Financial Planning
Practicing In: All 50 States
Keithie Graham CPA, PLLC
Mansifield, 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 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
Envisionvest
Houston, Texas
Services Provided: Tax Planning, Tax Preparation, Cash Flow Forecasting, CFO Services, Financial Planning
Practicing In: All 50 States
Riad CPA PC
Charlotte, North Carolina
Services Provided: Bookkeeping, Tax Preparation, Tax Planning, 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.