Find a Local Tax Pro

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.

Multi-state and Complex Issues

 

Tax Prep & Accounting Services, S.C.

Location: Wisconsin

Phone: 920-725-5331

Contact: Keith Schroeder, EA or Dawn Lornson

Areas of Practice: We handle small business and individual tax issues: corporation returns (regular and S-corporations), partnerships, estate, gift tax, trusts and individual tax returns. We handle all U.S. state tax returns and multi-state returns. Landlords are also a focus area for our firm. Contact us to review your situation and see if we are good fit for your situation.

Remote Access? Yes. We use a secure portal for all clients who are not local. (Please do not send sensitive documents via email.) Consulting meetings are conducted via phone or Zoom. 

Specialties: We also focus on planning and consulting with clients. This is more than simply preparing a tax return (unless that is you want or need); we want to lower your taxes for all years involved. Review my policies here.

Website:http://taxprepusa.net/

Email: support@taxprepusa.net

Areas of representation we do not handle: Foreign or international taxes, including Guam, the U.S. Virgin Islands or Puerto Rico.

 

Digital Nomads, Ex-pats and Foreign Issues

Nomad Tax

Location: Independant 

Areas of practice: Digital nomads, including individuals and small businesses.

Contact: Krystal Pino, CPA, PFS

Website: http://www.nomadtax.io/

Email: info@nomadtax.io

Notes: Built, run and powered by digital nomads.  Fully cloud based firm.  We work with Quickbooks Online and Xero.

Virtual Tax and Accounting Firms

Coastal Point Accounting

Contact: Michael Connelly

Website: https://www.coastalpointaccounting.com/

Location: 100% Virtual

Email Address: michael@coastalpointaccountingcom

Phone Number: 781-214-0922

Areas of Practice: Bookkeeping and business advisory services for small businesses

Notes:  We are a 100% virtual business based in Massachusetts.  We can work with clients from anywhere in the United States.

Arkansas

TyronCPA

Contact: Clair Tryon

Phone: (501) 915-2018

Email: clair@tryoncpa.com

Website: http://www.tryoncpa.com

Business Location: Hot Springs, AR 

Locations we serve:  Predominantly Central Arkansas, but we have the capability to serve clients all over the country

Areas of practice: Small business and individual tax, accounting and consulting services, payroll services

Areas of practice we don’t handle: Foreign tax issues, non-profits, estates and trusts, reviews & audits.

 Bio:  I am a sole practitioner.  I work mostly from home.  I have been a CPA since 2012 and specialize in small business and individual tax.  You can follow me at facebook.com/clairtryoncpa

California

Omar Odeh, CPA

Areas of practice: Individuals and small businesses.

Website: omarodehcpa.com

Phone: 714-204-9779

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

Website: https://www.sanchezservices.net/

Email: raquel1208@gmail.com

Notes: Only handles tax returns remotely. Uses Drake tax software and SecureFilePro, the same as The Wealthy Accountant.

Eide Bailly LLP CPAs & Business Advisors

Contact: Glenn Carniello

Phone: (714) 505-9000

Email: gcarniello@eidebailly.com

Website: https://www.eidebailly.com/

Business Location: Orange County, California

Locations we serve:  Offices throughout Central/Western US

Areas of practice: Small to Medium sized businesses – Corporate/Partnership taxes, Audits/Reviews/Compilations for bank/other credit purposes, High Net Worth individuals, Trust/Estate, International Tax, Non Profit Organizations (Audits), Audits of Employee Benefit Plans, Outsourced Bookkeeping Services, Business Consulting/Advisory

Industry Focus Areas: Construction, Real Estate, Healthcare, Manufacturing, Financial Institutions, Government, Nonprofit, Dealerships, Energy, Restaurants

Connecticut

Mugford & DiBella, LLC

Contact: Brian C. DiBella, CPA

Email: bdibella@mugford.com

Phone: 860-223-2701

Location: New Britain, CT

Areas of practice: Individuals and small closely held businesses, full payroll services, bookkeeping and client write up services, Certified QuickBooks Pro Advisor

Website: www.mugfordibellallc.com

Bio: I have been in public accounting for over 28 years.

Georgia

ProFessional Tax Experts

Location: 2385 Wall Street Suite 206, Conyers GA 30013

Phone: 678-812-9431

Email: Taxexperts03@gmail.com 

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.

Illinois

JAC Enterprise Global, LLC

Contact: 708-343-7715

Business Location: 4415 Harrison Street Suite 227, Hillside, IL 60162

Website: www.jacenterprise.com

Services Provided: Tax preparation, payroll, bookkeeping, QuickBooks, accounting and financial coaching.

Indiana and Ohio

Contact: Jim Byrd

 

Phone:  260-729-2599

 

Email: jimbyrd@jimbyrdtaxman.com

 

Website:  www.jimbyrdtaxman.com

 

Business Locations: Indiana: Winchester, Portland, Union City, Parker City  Ohio: Celina

 

Locations we serve:  Primarily East Central Indiana and West Central Ohio   Have clients nationwide as well as virtual clients

 

Areas of Practice: Individuals, Small Business (LLC, S-Corp, partnerships),  Farms & Ranches, Payroll, bookkeeping/consulting,

small not for profits. We have done many startups and have assisted in growth. Business plans, Tax planning

 

Notes: Owned and operated practice since 1981.  Multi-state experience. Secure, remote service available.  Through the years

we have seen nearly every type of situation and challenge.

Iowa

Massachusetts

Joshua Lopes and Associates 
Income Tax Preparation/ Consulting and Bookkeeping 

Contact: Joshua Lopes 

Phone: 617-699-2173 

 

Email: joshua.lopes@comcast.net 

 

Website: www.lopestax.com 

 

Business Locations: Hanover, Massachusetts and Boston, Massachusetts 

Areas of Practice: individuals, small businesses (LLC, S-Corp, partnerships), bookkeeping/ consulting, small non-profits 

 

Areas of Practice we don’t handle: payroll, large businesses 

 

Notes: Owned and operated practice for 20 years. Multi-state experience. Secure, remote service available

Michigan

Derby Accounting

Contact: David Derby

Phone: 810-931-1469

Email: david@derby-accounting.com

Website: http://www.derby-accounting.com

Business Locations: Flint, Michigan

Areas of Practice: Individuals &, small businesses tax, multi-state tax, tax resolution, accounting/bookkeeping, cleaning up Quickbooks messes, payroll.

Notes: Secure, remote service. 10 years of working with entrepreneurs to give you accurate, actionable and understandable financials.

David Armstrong, CPA

Contact: David Armstrong, CPA

Phone: (734) 662-0277

Email: info@annarborcpas.com

Website: https://annarborcpas.com/

Business Location: Ann Arbor, Michigan & Troy, Michigan

Locations We Serve:  Southeast Michigan and the greater Michigan area

Areas of Practice: Individuals taxes, small to medium-sized businesses taxes, audits/reviews/compilations, business consulting & advisory, trust/estate, international tax, non-profit organizations, bookkeeping services

Industry Focus Areas: Manufacturing, retail, restaurants, professional services, cannabis accounting

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. 

Missouri

Midwest Bookkeeping & Tax Service

Contact: Melissa Downs, EA, ABA, ATP, MBA

Phone:  816-356-4500

Email: Melissa@midwestbkpg.com

Website:  www.midwestbkpg.com

Business Locations: Kansas City, MO

Locations we serve:  We have clients nationwide as well as virtual clients, we utilize video conferencing and client portals via ShareFile.

Areas of Practice: Tax planning and preparation for Individuals, Businesses (1120 and 1065), Trusts, and Estates. Payroll, bookkeeping, CFO consulting, and business plans. Our niche is small business and rental property owners.

Areas we don’t serve: Audits, reviews and compilations, most Farm returns.

Notes: I am third generation. Established in 1919 and Family Owned/operated practice since 1948.  Multi-state experience. Secure, remote service available. 

Nevada

Locations Served: Our office is located in Las Vegas, Nevada. However, we serve clients from around the country.

Contact: Troy Erwin, EA, CRPC

Phone:702-805-2006

Email: troy@thrivewisetax.com

Website:  https://www.thrivewisetax.com/

Areas of practice: Individuals, small businesses and the FIRE community

Areas of practice I don’t serve: Audits, bookkeeping

Notes: Our technology platform and client portal allow us to meet with clients in person locally as well as virtually through web conferencing.  It doesn’t matter where you’re located, we are always here for you.

New Jersey

Joshua Zirilli, CPA

Business location:  Manahawkin, NJ

Contact: (609)-467-4111

Email:  joshua@zirillicpa.com

Areas of practice: Small business accounting, tax, and consulting.
Individual tax planning, preparation, and financial independence consulting.

Note: Virtual office capability

New York

Hudson Forensic Solutions, LLC

Contact: John Loughren, CPA, CFF, CFE

Phone: 914-801-7910

Email:john@hudsonfvs.com

Website: https://www.hudsonfvs.com/

Business Location: Pleasantville, NY

Locations we serve:  Primarily Westchester-based, we do service clients throughout the US.

Areas of practice: Forensic Accounting – Fraud Examination, Economic Damages, insurance claims, etc. and Traditional Accounting Services –small business and individual tax, bookkeeping, and QuickBooks consulting (specifically “Side Hustle” and podcasting). We look to add valuation services in early-2019.

Areas of practice we don’t handle: Foreign tax issues, estates and trusts, attestation, & audits.

Bio:  I have a small practice with my wife. We have a combined 35 years of experience in accounting. My original focus was forensic accounting but we have expanded to more traditional services as our business has grown.

North Carolina (NC, VA and SC)

Thomas, Judy & Tucker, PA

Contact: James Tiller

Phone: (919) 532-7961

Email: jim.tiller@tjtpa.com

Website: http://www.tjtpa.com

Business Location: Raleigh and Durham offices in NC

Areas of practice: Tax compliance and consulting services, mergers and acquisitions, business valuation, cost segregation, opportunity zones, and non-profits

Areas of practice we don’t handle: Banking and insurance

You can find out more about our firm’s services here.  https://www.tjtpa.com/services/

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/

Email: deborah.todd.cpa@gmail.com

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.

Tennessee

Carter Financial Consulting

Contact: Mike Carter, CPA

Phone: 615-295-6628

Email: mike@carterfcs.com

Website: https://www.carterfcs.com

Facebook: https://www.facebook.com/carterfcs

Business Location: Murfreesboro, TN

Locations we serve:  We work with clients all over the US. Video conferencing and secure client portals via ShareFile make it easy to collaborate with clients no matter where life takes them.

Areas of practice: Tax Preparation, Representation, and Planning. We offer advisory services starting with cash flow projections, annual review and planning, strategic implementation and process refinement, KPI identifying and tracking as well as industry benchmarking. We focus on tomorrow so that you can take care of today.

Areas of practice we don’t handle: Attestation & audits.

Bio:  I began working at a large regional firm and realized I had a heart for client interaction. I moved to a smaller firm to allow for more facetime and immediately recognized a need for more internal reporting and education for my clients but no one was offering that level of service, so I suggested we do it at the firm. The request was not met with enthusiasm by the firm I was at, who felt tax was the only identity they were comfortable with. So I moved out on my own and began to realize my dream.

Wisconsin

Business & Tax Accountants, LLC

Contact: Drew Oldenburg

Phone: (414) 427-5000

Email: drew@btacpa.us

Website: http://www.btacpa.us/

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.