Finding a local tax professional well versed in The Wealthy Accountant philosophy can seem impossible. Many tax pros from around the nation have adopted the tax policies I encourage and the list of these incredible tax people are listed below.
You are not limited to a tax professional in your state. Many on this list handle taxes for multiple states and virtually every accounting firm today has infrastructure in place to securely transfer files via the internet.
These tax professionals are the best of the best. They are here because they train endlessly, including following this blog. Many also reside in private Facebook groups where they have an army of other tax pros to bounce ideas with on difficult issues.
Always be respectful. Allow these professionals to review your situation before requesting a quote. (Prescription before diagnosis is malpractice.)
If you know of an awesome tax professional be sure to point them here. This listing is free to the tax pro and visitors/readers alike. Sharing this page will help our community grow.
Digital Nomads, Ex-pats and Foreign Issues
Areas of practice: Digital nomads, including individuals and small businesses.
Contact: Krystal Pino, CPA, PFS
Notes: Built, run and powered by digital nomads. Fully cloud based firm. We work with Quickbooks Online and Xero.
Business & Tax Accountants, LLC
Contact: Drew Oldenburg
Phone: (414) 427-5000
Business Location: Milwaukee, Wisconsin
Locations we serve: Southeast Wisconsin and the greater Milwaukee area
Areas of practice: Small business and individual tax accounting and consulting services, payroll services, new business formation,
Areas of practice we don’t handle: Foreign tax issues, non-profits, estates and trusts, reviews & audits.
Bio: You can find out more about our firm here. http://www.btacpa.us/about.php.
Oregon and Washington State
iCompass Compliance Solutions, LLC, dba 1 Hour Impact Firm #5917
Locations we prefer to serve: SW WA or Portland, OR Area. WBE certified in both OR and WA
Contact: Easiest to reach me via email or https://www.facebook.com/TheSpunkyCPA/
Areas of practice: Federal and state personal and small biz taxes, Non-Profit – 990s, IRS compliance and remediation, divorce and estates, also small biz startup strategy. Niche expertise in small business interactions with State and Federal Government Contracting.
In person or fully digital capabilities.
Areas of practice you don’t handle: Ex-Pat, valuation disputes, M&A.
Bio: You can learn more here, including govt background- http://1hourimpact.com/about-us/
Interesting tidbit: Special passion for teaching smart early childhood financial literacy using engaging, interactive theater.
Minnesota and North Dakota
Fritz Nelson LLC
Contact info: http://www.fritznelsoncpa.com Use the contact page of the website.
Areas of practice: Individuals, small businesses, S-Corps, partnerships, and farmers. I have done some expat work and would be open to more depending on the circumstances.
Areas not practice not covered: Estates and trusts.
Notes: Owned my practice for almost 10 years and before that was with a small local firm as well as RSM McGladrey in Minneapolis. Office is located in Grand Forks, North Dakota, so I do a LOT of ND and MN returns, but I’m comfortable with most states and have clients all over the US, as well as a couple overseas. I have been a licensed CPA since 2010.
Joshua Zirilli, CPA
Business location : Barnegat, New Jersey
Areas of practice: Small business accounting, tax, and consulting.
Individual tax planning, preparation, and financial independence consulting.
Note: Virtual office capability
Omar Odeh, CPA
Areas of practice: Individuals and small businesses.
Note: Works with clients around Orange and Los Angeles county, California.
Sanchez Tax & Bookkeeping Services
Location: Los Angeles, CA
Areas of practice: Individuals, especially ex-pats, and smaller business returns.
Areas of practice not covered: Larger business return.
Contact: Raquel Sanchez
Notes: Only handles tax returns remotely. Uses Drake tax software and SecureFilePro, the same as The Wealthy Accountant.
ProFessional Tax Experts
Location: 2385 Wall Street Suite 206, Conyers GA 30013
Notes: Handles personal and business tax preparation, financial planning and consulting and credit restoration. Mobile and virtual services available. 15 years experience in tax and finance.