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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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Advantage Accounting Group
David Fiene
Oxnard, California
Services Provided: Tax prep, projections, and planning, Tax prep + projection clients only, Planning only
Practicing In: All 50 states
Avant Tax Consulting & Accounting
Courtney Holness
Mount Laurel, New Jersey
Services Provided: Tax prep, projections, and planning, Tax prep only clients, Tax prep + projection clients only, Planning only
Practicing In: All 50 states
BW Tax Strategies & Wealth Management
Steve Boeckmann
Scottsdale, Arizona
Services Provided: Tax prep, projections, and planning, Tax prep only clients, Tax prep + projection clients only, Planning only
Practicing In: All 50 states
DesCPA Business Advisory
Lydia Desnoyers
Miami, Florida
Services Provided: Tax prep, projections, and planning, Tax prep only clients, Tax prep + projection clients only, Planning only
Practicing In: All 50 states
Envisionvest
Cesar De La Cedar
Houston, Texas
Services Provided: Tax prep, projections, and planning, Tax prep only clients, Tax prep + projection clients only, Planning only
Practicing In: All 50 states
Express Tax Financial Group
Erika Jones
Atlanta, Georgia
Services Provided: Tax prep, projections, and planning, Tax prep only clients, Tax prep + projection clients only, Planning only
Practicing In: All 50 states
Gleaton Consulting, LLC
Jesse Gleaton
Los Angeles, California
Services Provided: Tax prep only clients, Tax prep + projection clients only, Tax prep, projections, and planning, Planning only
Practicing In: All 50 states
Holistiq Tax Planning LLC
Dedrick Adell
Prosper, Texas
Services Provided: Tax prep, projections, and planning, Tax prep only clients, Tax prep + projection clients only, Planning only
Practicing In: All 50 states
John A Sanchez & Co
John Sanchez
Auburn Hills, Michigan
Services Provided: Tax prep, projections, and planning, Tax prep only clients, Tax prep + projection clients only
Practicing In: All 50 states
Keithie Graham CPA, PLLC
Keithie Graham
Mansfield, Texas
Services Provided: Tax prep, projections, and planning, Tax prep only clients, Tax prep + projection clients only, Planning only
Practicing In: All 50 states
LL Services
Larisa Lopez Aguilar
Odessa, Texas
Services Provided: Tax prep, projections, and planning, Tax prep only clients, Tax prep + projection clients only, Planning only
Practicing In: All states except New York and New Jersey
MpowerED CPA Services
Kamilah Gothard
College Park, Georgia
Services Provided: Tax prep, projections, and planning, Tax prep + projection clients only, Planning only
Practicing In: All states except Hawaii, California, and Alaska
Myres CPA PLLC
Trevor Myres
San Antonio, Texas
Services Provided: Tax prep, projections, and planning, Tax prep only clients, Tax prep + projection clients only, Planning only
Practicing In: Alaska, Florida, Nevada, New Hampshire, South Dakota, Tennessee, Texas, Washington, Wyoming
ProTaxReliefCPA
Priyesh Saba
Fremont, California
Services Provided: Tax prep, projections, and planning, Tax prep only clients, Tax prep + projection clients only, Planning only
Practicing In: All 50 states
Riad CPA PC
Ragi Riad
Charlotte, North Carolina
Services Provided: Tax prep, projections, and planning, Tax prep + projection clients only, Planning only
Practicing In: All 50 states
Robert W King III CPA PLLC
Robert W King III
Plano, Texas
Services Provided: Tax prep, projections, and planning, Tax prep only clients, Tax prep + projection clients only, Planning only
Practicing In: All 50 states
RWM & Company
Kyle Nickler
New Bloomfield, Pennsylvania
Services Provided: Tax prep, projections, and planning, Tax prep only clients, Tax prep + projection clients only, Planning only
Practicing In: All 50 states
Sas Prinzivalli CPA PA
Sophia Prinzivalli
Oakland Park, Florida
Services Provided: Tax prep, projections, and planning, Tax prep only clients, Tax prep + projection clients only, Planning only
Practicing In: All 50 states
Socair Advisors
Samantha Kelly
Sandpoint, Idaho
Services Provided: Tax prep, projections, and planning, Tax prep + projection clients only, Planning only
Practicing In: All 50 states
The Emerald Edge
Kimberly Ferguson
Sioux Falls, South Dakota
Services Provided: Tax prep, projections, and planning, Tax prep only clients, Tax prep + projection clients only, Planning only
Practicing In: All states except Oregon
Tranquil Transactions CPA PLLC
Mourgan Reed-Citron
Brentwood, New York
Services Provided: Tax prep, projections, and planning, Tax prep only clients, Tax prep + projection clients only, Planning only
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.