Tax planning

Atlantic Investment Advisory Group is an independent financial planning firm based in Bluffton, SC, specializing in tax planning, retirement income strategies, and investment oversight. Founded as a father-son team of United States Marines, the firm leads with planning rather than products, delivering personalized, evolving financial plans designed to reduce taxes, protect income, and provide clarity.

financial planninginvestment oversightretirement income strategies

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agreed-upon proceduresaudit readinessauditsBookkeepingBusiness consultingbusiness entity formationfinancial statement compilationfinancial statement reviewnon-profit formationtax preparation and filingsTraining and Development

AT Solution Services, LLC delivers precise bookkeeping using the latest technology to keep finances clear and up-to-date. The company uses QuickBooks Online as its accounting platform and also works with QuickBooks Desktop, and its staff are advanced certified QuickBooks ProAdvisors in both versions. Services include capturing and coding bank and credit card transactions, bank and credit card reconciliation, and financial reporting.

Bank and credit card reconciliationBookkeepingfinancial reportingQuickBooks Online and Desktop

Augustus Sutherland Accounting & Tax is an accounting and tax firm based in Chatsworth, California, with 15+ years of experience. It provides accounting, individual and business tax preparation, audit and assurance, advisory, and management services to clients locally and nationwide.

advisory servicesAuditingaudit representationBookkeepingBudgetingfinancial analysisfinancial reportingforecastingpayroll servicesTax preparation

Anson Avery is an accounting firm in Spokane, Washington with over fifty years of experience in accounting, taxation, and IRS problem resolution. The firm helps corporations, partnerships, trusts, business formations and families, and works as a team with clients to produce timely financial numbers.

Bookkeepingbusiness planningCFO servicesIRS problem resolutionQuickBooks training

Awaken Financial Designs LLC is a Registered Investment Adviser with the North Carolina Securities Division and the Arizona Corporation Commission (CRD #339725). It is an independent flat-fee fiduciary financial planning firm, veteran and woman owned, serving North Carolina, Arizona, and virtually nationwide where appropriately licensed. Co-founders David and Ashley Lundberg help individuals and couples with early retirement planning and tax strategy.

estate planningflat-fee financial planninginvestment coordinationretirement planningRoth IRA conversion analysisSocial Security timing analysisvisual planning tools

AYB Solutions LLC provides accounting, tax, and compliance services in Orlando, FL. The firm offers historical bookkeeping cleanups and corrections, monthly accounting and reconciliations, payroll services and payroll audit support, federal and multi-state business tax preparation and planning, entity structuring, individual and owner-level tax services, and ITIN Certified Acceptance Agent services. It specializes in Zoho Books and QuickBooks environments and serves clients in construction, manufacturing, real estate, and tech, including foreign business

AccountingBookkeepingentity structuringITIN application assistancepayroll audit supportpayroll processingQuickBooks supportreconciliationsTax preparationZoho Books setup and restructuring

Baccus Consulting LLC is a CPA-led accounting, tax, and financial advisory firm based in New York, serving individuals, entrepreneurs, investors, and closely held businesses in New York, New Jersey, and nationwide. The firm is led by founder and principal Jamiu Bakare, CPA, CFA, EA, and its team includes CPAs and IRS Enrolled Agents. It provides integrated accounting, tax, and advisory services, including expat tax support for Americans abroad.

accounts payable and receivable oversightbank and credit card reconciliationsBookkeepingBudgetingBusiness Valuationcapital structure advisoryexpat tax filingforecastingFP&Ainternal controlsKPI dashboardsM&A supportmonth-end closemonthly financial statementstax complianceVirtual CFO

Baskin Tax & Insurance Group provides tax preparation services and life/health insurance products. The company also offers tax software, business services, notary services, credit repair partnerships, and quarterly financial literacy classes to help individuals and businesses manage their finances.

financial literacy workshopsinsurance productsnotary servicespayroll reporting and returnsTax preparation

Bay Business Group is a remote accounting and finance firm based in Falls Church, VA, serving government contractors, nonprofits, small businesses, and law firms. With a team of over 30 accounting experts and a 23-year history, the firm offers fractional CFO and controller services, outsourced accounting, bookkeeping, and tax preparation and planning. Each client gets a dedicated CPA manager and accountant team.

AccountingBookkeepingDCAA compliancefractional CFO servicesfractional controller servicesoutsourced accountingTax preparation

Bish Business Services LLC is a full-service accounting and tax firm licensed in Connecticut, serving individuals, entrepreneurs, and nonprofits in Bloomfield, CT, and beyond. It specializes in tax preparation, bookkeeping, notary services, and IRS Certifying Acceptance Agent (CAA) support for ITIN applications and renewals.

Bookkeepingestate and document assistancefinancial workshops and webinarsIRS Certifying Acceptance Agent servicesITIN application and renewalnew business set-upnotarizationpayrollQuickBooks Online setup and cleanupTax preparation

The Offices of BriTri is a tax and credit services firm in Fort Worth, Texas, run by Brian and Latrina. It provides personalized tax preparation for individuals and small businesses, strategic tax planning, bookkeeping, credit repair, notary services, cash advances, and business consulting. Its team includes BCCC Board Certified Credit Consultants.

BookkeepingBusiness consultingcredit repairnotary servicesTax preparation

BK Unbound (short for Bookkeeping Unbound) is a bookkeeping and tax services firm founded in 2018 by husband-and-wife team Matt Peterson and Laura Gaona, based in Algona, Iowa. They serve individuals and small businesses with personalized bookkeeping, tax preparation, planning and compliance, and bookkeeping cleanup, including remote service nationwide.

accounts payableBookkeepingbookkeeping cleanupIRS representation (Enrolled Agent)payrollremote servicetax complianceTax preparation

Bookkeepme is an accounting and bookkeeping firm serving small businesses, with in-depth knowledge of the construction contractor industry, e-commerce and retail businesses, and real estate/property management. It provides bookkeeping, controller services, tax preparation and planning, payroll, and business coaching, and walks Rhode Island entrepreneurs through starting a business.

audit supportBookkeepingbudgeting and forecastingbusiness coachingFinancial Statement Preparationinternal controlsinventory managementpayroll processingQuickBooks Online trainingsales and use tax filingTax preparationworkshops

Borromeo Ventures Group delivers high-caliber financial leadership to help organizations strengthen performance, scale confidently, and make data-driven decisions. Since 2010, the firm has partnered with executives and founders across multiple industries to enhance profitability, improve operational visibility, and eliminate financial uncertainty, providing expertise without the cost of a full in-house finance team.

assurance and internal controlsaudit readinessBookkeepingcash flow managementdue diligencefinancial reportingfractional CFO servicesmergers and acquisitionsprocess automationstrategic business advisoryTax preparation

Braintrust Collective LLC is an entrepreneurial business management firm that helps start, grow, and scale businesses. Services include business launch and registration, bookkeeping and payroll setup, budgeting, fractional CFO and COO services, financial modeling, unit economics, cost accounting, tax planning and compliance, minority certifications, and financial advisory.

BookkeepingBudgetingcost accountingfinancial modelingfractional CFO servicesFractional COO servicesgovernment contracting supportminority certification assistancepayroll

Brenda J. McGivern, P.C. is a Stoughton, MA accounting firm providing small businesses with accounting, tax, and financial services. The firm offers small business accounting, tax preparation and planning, payroll services, QuickBooks setup and support, incorporation services, and wealth management, serving clients in Massachusetts and New Hampshire. It is a Certified WOSB (Woman-Owned Small Business) and SBA Woman-Owned firm.

AccountingBookkeepingBusiness incorporation advisoryFinancial statement compilations and reviewsIRS and state audit representationpayroll processingQuickBooks setup and supportTax preparationwealth management

Briarwood Financial provides integrated financial planning for individuals, families, and business owners, combining wealth management, tax planning and preparation, accounting and bookkeeping, and business consulting into one coordinated strategy. As a fiduciary, the firm puts clients' interests first. Based in the Pacific Northwest, it serves clients nationwide through in-person and virtual meetings.

AccountingBookkeepingBusiness consultingfinancial planninginvestment managementTax preparationwealth management

BrightLine Tax Solutions provides strategic tax advisory, bookkeeping, and financial systems for contractors, real estate investors, developers, 1099 workers, and small businesses. Founded by Britany Leslie, the firm emphasizes year-round guidance rather than once-a-year filing, with an educational approach to tax strategy, cash flow, and financial visibility.

Bookkeepingbusiness formationfinancial reportingIRS notice assistanceQuarterly tax strategyTax preparation

Brown Plus is an accounting and advisory firm founded in 1990, providing attest, tax and advisory services across the Mid-Atlantic region. With approximately 165 team members across six offices in Pennsylvania and Maryland, the firm serves clients nationwide with a concentration in the Mid-Atlantic. Its mission is to help people achieve extraordinary outcomes, focused on clients, team members and community.

agreed-upon proceduresauditbookkeeping and payrollBusiness ValuationCompilationsemployee benefit plan auditslitigation supportmergers and acquisitionsoutsourced accountingoutsourced HRReviewswealth management

Business Tax Consultants provides strategic tax planning and mitigation for growth-focused businesses and high-income professionals. Founded by Elizabeth Brown, a Marquette Law School graduate, the firm offers tax resolution and compliance support, tax preparation and planning, CFO and advisory services, and accounting services designed to reduce tax burden, protect cash flow, and support long-term wealth building.

AccountingCFO advisorycompensation planningentity structuringfinancial modelingTax preparationtax resolution

Cable Huston is a Portland, Oregon-based boutique law firm founded in 1990, originally as Cable Huston Benedict Haagensen & Lloyd. It represents some of Oregon's largest organizations, including multinational corporations, public utilities and municipalities, as well as estates and individuals, offering a full suite of legal services.

appellate practicebusiness planningestate and trust administrationlitigationtransactional assistance

Capital Management Group is a certified public accounting firm based in Long Beach, California, founded by Gloria Shontz, CPA, CVA. It serves small to mid-sized businesses, non-profit organizations, and governmental agencies, offering traditional CPA services, escrow trust accounting assistance, and customized information tracking tools, including Grant Maximizer Solution™.

escrow trust accountingfinancial planningfinancial reportinginformation tracking system design and implementationQuickBooks customization

Capital Wealth, LLC is a fee-based fiduciary retirement planning practice based in Lehi, Utah, founded in 2009 by Mike Stevens. The firm writes Retirement Money Maps™ that coordinate pensions, 401(k)s, IRAs, and Social Security into a single written plan, with over 2,000 plans written since 2009. It serves Utah families and clients nationwide.

3 Bucket investment strategyaccount consolidationestate & legacy planninginvestment managementretirement planningRoth conversionsSDBA managementSocial Security optimizationTSP management