Express Tax Financial Group

Atlanta, GeorgiaAccepting Remote Clients

About Express Tax Financial Group

We provide integrated CFO and advanced tax strategy for business owners and real estate professionals. Our approach connects cash flow systems, entity structure, and proactive tax planning to build predictable, profitable businesses.We implement Profit First, optimize compensation, and align quarterly tax strategy with real-time financial performance. Services include entity selection, real estate tax strategy (Schedule E vs C, REP, STR), Accountable Plans, retirement planning, and ongoing forecasting.We don’t just prepare returns — we build structured, tax-efficient businesses with clarity, control, and long-term financial leadership.

Typical Client Profile:

  • Individuals with income > $200K
  • Business owners with profit > $100K
  • Real estate investors with multiple properties
  • High net worth (> $5M)
  • Retirees / pre-retirees

Services Provided:

  • Tax Preparation
  • Tax Planning
  • Bookkeeping
  • CFO Services
  • Tax Resolution
  • Financial Planning
  • Cash Flow Forecasting

Industry Specialties:

  • Individual / W2 Worker
  • Agriculture
  • Cannabis
  • Construction
  • Consulting / Gig Workers / Freelancers
  • E-commerce
  • Crypto / Digital Assets
  • Entertainment
  • Energy

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.