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.
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.
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
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.
Virtual Tax and Accounting Firms
Coastal Point Accounting
Contact: Michael ConnellyLocation: 100% VirtualEmail Address: michael@
coastalpointaccountingcomPhone Number: 781-214-0922Areas of Practice: Bookkeeping and business advisory services for small businessesNotes: We are a 100% virtual business based in Massachusetts. We can work with clients from anywhere in the United States.
Contact: Clair Tryon
Phone: (501) 915-2018
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
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.
Eide Bailly LLP CPAs & Business Advisors
Contact: Glenn Carniello
Phone: (714) 505-9000
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
Mugford & DiBella, LLC
Contact: Brian C. DiBella, CPA
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
Bio: I have been in public accounting for over 28 years.
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.
JAC Enterprise Global, LLC
Business Location: 4415 Harrison Street Suite 227, Hillside, IL 60162
Services Provided: Tax preparation, payroll, bookkeeping, QuickBooks, accounting and financial coaching.
Indiana and Ohio
Contact: Jim ByrdPhone: 260-729-2599Email: email@example.comWebsite: www.jimbyrdtaxman.comBusiness Locations: Indiana: Winchester, Portland, Union City, Parker City Ohio: CelinaLocations we serve: Primarily East Central Indiana and West Central Ohio Have clients nationwide as well as virtual clientsAreas 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 planningNotes: Owned and operated practice since 1981. Multi-state experience. Secure, remote service available. Through the yearswe have seen nearly every type of situation and challenge.
Dave Peirce, CPA
Contact: Dave Peirce
Location: West Des Moines, IA
Areas of practice: Individuals, small businesses, estate and trusts taxation. Business consulting.
Areas I don’t serve: Foreign business entities or expat taxation
Notes: I have over 15 years of experience in public accounting, working with and educating business owners and individuals. I do work with clients remotely in other states.
Joshua Lopes and Associates
Income Tax Preparation/ Consulting and Bookkeeping
Contact: Joshua LopesPhone: 617-699-2173Email: firstname.lastname@example.orgWebsite: www.lopestax.comBusiness Locations: Hanover, Massachusetts and Boston, Massachusetts
Areas of Practice: individuals, small businesses (LLC, S-Corp, partnerships), bookkeeping/ consulting, small non-profitsAreas of Practice we don’t handle: payroll, large businessesNotes: Owned and operated practice for 20 years. Multi-state experience. Secure, remote service available
Central Mass Bookkeeping & TaxContact: Thomas Schofield, EAPhone: 508-841-5311Website: www.centralmassbookkeeping.comBusiness Location: Holden, MAAreas of Practice: Tax preparation (individuals, small business, small non-profits), tax representation, bookkeeping, consulting.Areas of Practice Not Covered: Reviews/audits/assurance, estates & trusts, payroll.Notes: Secure, remote service capability.
Contact: David Derby
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
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.
Midwest Bookkeeping & Tax Service
Contact: Melissa Downs, EA, ABA, ATP, MBA
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.
Locations Served: Our office is located in Las Vegas, Nevada. However, we serve clients from around the country.
Contact: Troy Erwin, EA, CRPC
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.
Joshua Zirilli, CPA
Business location: Manahawkin, NJ
Areas of practice: Small business accounting, tax, and consulting.
Individual tax planning, preparation, and financial independence consulting.
Note: Virtual office capability
Hudson Forensic Solutions, LLC
Contact: John Loughren, CPA, CFF, CFE
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
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/
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.
Carter Financial Consulting
Contact: Mike Carter, CPA
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.
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.