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.

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.