Tax planning

Capstone Pacific Investment Strategies, Inc. is a registered investment advisor and fiduciary launched in 2010 after decades with broker/dealers. The firm offers investment management and financial planning for businesses, individuals and families, with offices in Tustin, CA, Fort Collins, CO, and Hebron, NE.

401(k) setup and reviewEducation planningfederal benefits guidancefinancial planninginvestment managementpension distribution planningretirement planningsocial security planning

Rolling Blue Logistics LLC is a woman-owned firm led by an Enrolled Agent that provides tax, compliance, bookkeeping, and back-office logistics services for trucking companies and owner-operators. It also offers freight brokerage and asphalt oil distribution services.

audit assistanceBookkeepingcompliance managementfreight brokeragelicensing supportnew business setupTax preparation

Caribbean Business Solutions LLC is a bilingual (Spanish and English) business consulting firm based in Boston, MA, serving the Latino community across the U.S. It helps entrepreneurs, families, and small businesses organize their finances, meet tax obligations, and prepare for growth through tax preparation, ITIN and EIN processing, business registration, bookkeeping, and loan guidance.

bilingual services (Spanish and English)Bookkeepingbusiness registrationEIN processingITIN processingLLC formationloan prequalificationSAM.gov registrationTax preparation

Cayman Capital Management, Inc. is an independent financial services and registered investment advisory firm specializing in investment and real estate portfolios, brokerage accounts, and asset accumulation. Led by CEO Dennis Noss, an IRS Enrolled Agent and Registered Investment Advisor, the firm provides strategic financial planning to maximize income, mitigate taxes, and safeguard assets, including tax-efficient wealth management, retirement income strategies, and capital gains tax-elimination strategies.

asset managementcapital gains tax strategiesestate planning strategiesinvestment portfolio managementIRS representation and tax resolutionretirement income planningstructured financial modeling

CEM Global Tax Planning, LLC provides U.S. tax and financial planning services for individuals and families, assisting with complex tax and financial planning issues since 2006. The firm also offers tax and financial planning webinars and client resources such as questionnaires and templates.

financial planningWebinars

Cents Savvy LLC is a fully online, Michigan-based financial services firm founded by Tiffany, a licensed CPA and former Big 4 auditor with over 20 years of experience. The firm helps individuals, business owners, 1099 earners, and high-income professionals resolve IRS back taxes, liens, and levies, rebuild credit, and develop tax strategy, serving clients nationwide.

CPA-led coachingcredit dispute and investigationcredit score rebuildingFinancial OptimizationIRS case representationIRS tax resolutionlive webinarstax strategy

CTBK is an accounting, assurance, and advisory firm founded in 1994 by a group of accountants with experience in public and private accounting. It serves industries including construction, manufacturing, nonprofits, real estate, trusts and estates, investment partnerships, and healthcare, and offers tax, attest, advisory, and outsourced accounting services.

attest and assuranceBusiness ValuationCybersecurity assessmentsexit planningForensic Accountingfractional CFO servicesfraud examinationinterim CFO servicesIT consultinglitigation supportmergers and acquisitionsoutsourced accountingOutsourced CFO ServicesvCIO services

Tina T. Chiang Accountancy Corporation (also referred to as ChineseCPA) is an accounting firm offering audit, review, compilation, computerized accounting, taxation, corporation setup, trust consultation, peer review, system review, engagement review, and internal inspection services. The firm also provides financial planning, tax planning, and investment consulting, including guidance on mergers and acquisitions, international business expansion, and assets and wealth transfer.

auditcompilationcomputerized accountingcorporation setupengagement reviewfinancial planninginternal inspectioninvestment consultingPC system servicespeer reviewreviewsystem reviewTaxationtrust consultation

Choose Love Solutions, LLC is a tax and accounting firm serving clients nationwide. It provides tax preparation, proactive tax strategy and advisory, accounting and bookkeeping, IRS representation and tax resolution, and specialized tax preparation for military members, veterans, and military families. The firm focuses on year-round tax planning, projections, entity structure, and owner compensation for established, high-earning service-based business owners. Its CEO and Tax Strategist is Nisla Love.

Bookkeepingentity structure planningIRS representationpayrollTax preparationtax projectionstax resolution

Christ Vicky Multiservices LLC provides tax preparation, tax planning, business formation, credit repair, and business credit services for individuals and businesses. The company offers online and virtual tax filing with live tax professionals, credit analysis, credit restoration, real estate, insurance, personal and business funding, auto auction, immigration, social media marketing and management, and podcast production and media services.

Business credit servicesbusiness formationcredit analysiscredit repaircredit restorationPodcast production and media servicesSocial media marketing and managementTax preparationVirtual/online services

CJ Business Solutions provides IRS tax resolution, representation, tax compliance, and year-round accounting support for individuals and small businesses. Owner Crystal Johnson is an Enrolled Agent federally authorized to represent taxpayers before the IRS, with more than 25 years of accounting experience.

audit defenseBookkeepingentity formationfinancial reportingIRS representationpayroll processingTax preparation

CFC Bookkeeping, LLC is a bookkeeping and tax services firm located in San Antonio, TX, serving small businesses and individuals. They provide bookkeeping, tax preparation and planning, business consulting, payroll management, financial reporting, and business entity formation services. The site notes they are not a licensed CPA firm and do not provide assurance services.

bank reconciliationsBookkeepingBusiness consultingbusiness entity formationfinancial reportingpayroll processingTax preparation

ClearPath Tax Solutions LLC is a professional financial services firm providing tax preparation, planning, and resolution services for individuals and businesses. Founded to demystify taxes and make expert financial guidance accessible, the firm emphasizes clarity, integrity, and proactive client advocacy. Its team has decades of combined experience across public accounting firms, corporate finance departments, and specialized tax resolution practices.

BookkeepingIRS negotiationTax preparationtax resolution

Code Accounting provides accounting and tax services, specializing in technology startups and real estate companies. Founded in 2014, the firm blends automation with a dedicated U.S.-based team, offering bookkeeping, tax preparation, and financial guidance tailored to businesses at every stage of growth.

Bookkeepingfinancial reporting and analysisinvoicingpayrollsoftware integrationTax preparation

Compere CPA Group (CCG, Inc.) is a Nashville, Tennessee accounting firm that provides fractional CFO, fractional controllership, bookkeeping, payroll, and tax planning and preparation services for small to medium-sized businesses. The firm positions itself as a trusted advisor and extension of client businesses, offering high-level financial oversight without the cost of a full-time hire.

accounts payable and receivable managementaudit readinessBookkeepingbudgeting and forecastingfinancial reportingFractional CFOfractional controllershipinternal controlsmonth-end and year-end closepayrollTax preparation

Conway, Deuth & Schmiesing, PLLP (CDS) is a full-service certified public accounting firm founded in 1985 by Richard Conway, Roger Deuth and Milan Schmiesing. The firm offers accounting, auditing, bookkeeping, business valuations, consulting, benefit plan administration, estates and trusts, payroll, and tax services, specializing in a variety of industries. It has an affiliated company, CDS Financial Services LLC (CDSF), offering wealth management services.

AccountingAuditingbenefit plan administrationbusiness valuationsestate and trust planningForensic Accountingmergers and acquisitionspayrollQuickBooks consultingsuccession planningTax preparation

Crestfield Public Accounting provides independent assurance, financial oversight, advisory, and training services for governments, nonprofits, and organizations entrusted with public resources. The firm helps clients strengthen accountability, improve internal controls, reduce risk, and make informed decisions through audit, data analytics, and practical training.

agreed-upon proceduresAudit & Assurancecompliance testingData Analyticsfinancial risk assessmentsgrant complianceinternal control evaluationsTax preparationTraining and Development

Curtis Accounting & Tax Services, LLC is a well-established accounting firm located in Downtown Flint, Michigan, in the Chase Building. The firm's advisors are experts in tax preparation, accounting/auditing, and business consulting, offering individual tax preparation, business accounting and tax preparation, payroll, and business formation services.

AccountingAuditingBookkeepingBusiness consultingbusiness formationpayrollTax preparation

Dean Dorton is a professional services firm spanning certified public accounting, business advisory, and technology solutions. Its roots are in public accounting, with capabilities across audit, tax, consulting, technology, and cybersecurity. The firm has been named a Top 100 accounting firm by Inside Public Accounting and Accounting Today, and reports 102 years of experience, 600 team members, and over 10,000 clients served.

Audit & AssuranceBusiness advisoryBusiness ValuationCloud solutionsCybersecuritydata analytics & AIForensic AccountingFractional CFOIT auditlitigation supportManaged It Servicesoutsourced accountingtransaction advisory

De Bedout CPA is a boutique Miami-based CPA firm serving high-income individuals, business owners, and global families. Founded and led by Melissa De Bedout (CPA, CFE, CAA), the firm provides proactive year-round tax strategy, tax compliance, accounting and reporting, international and cross-border tax, and estate and gift planning. The firm serves clients in English, Spanish, and Portuguese.

accounting and reportingcross-border taxationentity structuringestate and gift planningtax compliance

De-Centralized Financial Group provides financial solutions including debt consolidation loans, business funding for small businesses and startups, retirement planning, credit repair and consulting, life and health insurance, tax preparation and planning, and decentralized finance tools powered by blockchain technology. The company also offers bundled essential services such as mobile plans, energy, internet, TV, identity theft protection, home security, and travel deals.

audit supportblockchain-based DeFi platformBusiness consultingbusiness fundingcredit repairHR consultinginsurance consultinginvestment planningretirement planningTax preparation

Denali Consulting LLC provides forensic accounting and litigation support, small business financial consulting, and tax planning and preparation services. The firm brings over a decade of investigative experience with federal law enforcement, including extensive court testimony, and holds active Certified Public Accountant and Certified Fraud Examiner licenses with specialized training in cryptocurrency and cyber security. It offers a boutique, client-focused approach with personalized strategies and solutions.

expert witness testimonyfinancial analysisfinancial planningForensic Accountinglitigation supportTax preparation

Dinsmore & Shohl LLP is a full-service national law firm built on practical insight, collaborative partnership, and a commitment to delivering results that move businesses forward. It provides strategic, tailored legal solutions for complex legal challenges, from complex transactions to high-stakes litigation, and serves clients ranging from Fortune 500 enterprises to emerging ventures and mission-driven organizations.

bankruptcy and restructuringcorporate transactionsCybersecurity and data privacyGovernment relationshealth care lawimmigration lawintellectual propertylabor and employment lawlitigationmergers and acquisitionspublic financereal estate law

Distinct Tax Consulting Group provides strategic tax solutions for individuals and businesses nationwide, combining technical expertise with strategic insight. Services include tax planning and strategy, wealth and investment planning, business tax services, partnership and S-Corp tax preparation, tax resolution and advocacy, and multi-state and complex tax solutions. The firm emphasizes proactive, collaborative, results-driven strategies.

multi-state tax solutionsTax preparationtax resolution and advocacywealth and investment planning