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Certified Financial Planners ® - Directory of CFPs

Greg  Tanner, CPA, CFP®
 

CPA with 14 years experience - all my clients deal directly with me. I offer full-service bookkeeping, accounting, payroll, tax planning, tax preparation; including e-file, financial planning, and retirement plan administration for small & medium size businesses. Will assist with QuickBooks setup and maintenance. Specializing retail, wholesale, restaurant and manufacturing clients • Contact me for a free consultation and proposal, or for an appointment • Ask about our New Client Discount

Serving area includes:  Scottsdale  AZ •  Phoenix  AZ •  Mesa  AZ •    

Enrique  Villalobos, EA, CFP
Enrolled Agent,  Certified Financial Planner™

Free initial consultation - Specializing in Individual & Small Businesses Tax Planning and Return Preparation. We offer monthly Accounting and Bookkeeping services. We provide QuickBooks setup and support as well as setup and support for other accounting software packages. We offer Business planning and part time CFO services to save you time and money. Support in HR and Employees benefits planning as well as Retirement plans. I am also fluent in Spanish with over 15 years of experience.

Serving area includes:  Diamond Bar  CA •  Walnut  CA •  West Covina  CA •  Brea  CA

Rex  Davis CPA, CFP®
Art Baja, CPA;  Lee Cordon CPA; Linda M. Fowler CPA

Established CPA firm with a personal approach, our team of highly qualified, experienced professionals offer a full range of accounting, tax, and small business consulting & startup services. We focus on your unique tax, accounting and consulting needs. QuickBooks support also available. For expert, affordable, service from professionals that care about you, contact us.

Serving area includes:  Lafayette  CA •  Concord  CA •  Walnut Creek  CA •  Oakland  CA

Rose  Huie, CPA, CFP®
  Certified Quickbooks® ProAdvisor

Free initial consultation - small businesses and non-profit organizations. IRS problems. Past due taxes. IRS audits. Bookkeeping services for small businesses: restaurants, retail, wholesale and professional services. Primary service areas are: accounting, income taxes and business & personal consulting services. Provides on-going support to QuickBooks users on an hourly or monthly fixed fee basis. Overseas (Asia) citizens & expatriates welcome! Fluent in Chinese, Cantonese & Mandarin

Serving area includes:  Oakland  CA •  Alameda  CA •  Berkeley  CA •  San Leandro  CA

Cindy  Szerlip, EA, CFP®
  QuickBooks® ProAdvisor, NTPI Fellow

Practicing in Redondo Beach since 1990, we are a full service tax, bookkeeping and business management office. We provide all services from individual and small business tax preparation and audit representation (IRS & State), to bookkeeping and payroll services for businesses. We can be your company's virtual accounting department, paying your bills, invoicing your customers, and keeping your business in compliance while you do what you do best. Non-profits welcome!

Serving area includes:  Redondo Beach  CA •  Torrance  CA •  Gardena  CA •  South Bay  CA

Elizabeth  Shwiff, CPA, PFS, CFE, CFP®, AEP
  Pat Polo, CPA & Howard Shwiff, CCIM/CPM, MBA

Providing a level of Tax & Financial Planning and attention to detail that is virtually unmatched in firms our size. Nine CPA Professionals, all QuickBooks & Quicken Certified. We sit down with you, one-on-one, and teach you through the actual practice of using your original financial data. Wealth-building advice & support, including & beyond the standard tax, accounting and bookkeeping services.

Serving area includes:  San Francisco  CA •  Bay area  CA •  Oakland  CA •  East Bay area  CA

Marilyn  Ratliff, EA
John  Lodwick, CFP®

Bookkeeping full service including payroll and bill paying • Tax Preparation - Individual, Corporation, Partnerships, Estates & Trusts, Gift tax returns and prior year returns • Enrolled Agent providing IRS & State tax problem resolution including installment agreements, offers in compromise and audit rep • Certified Financial Planning - Retirement & Estate Planning and Life Insurance • Software supported includes QuickBooks Pro and many others for all businesses • In business since 1981

Serving area includes:  Tustin  CA •  Newport Beach  CA •  Santa Ana  CA •  Irvine  CA

John  A. Roesch, EA, CFP®, MBA
 

Full-service Accounting Firm providing complete Tax Planning and Tax Preparation with sound strategies that can minimize your tax liabilities while maximizing cash flow. We can set up a new accounting system or organize your existing system, as well as the handle your Bookkeeping and Payroll on an ongoing basis. As an Enrolled Agent, I can also represent you before the IRS or State Tax authorities in any tax matter.

Serving area includes:  Brookfield  CT •  Danbury  CT •  New Milford  CT •  Ridgefield  CT

Harvey I.  Bezozi, CPA, CFP®
  Tax Resolution Expert

I've been solving taxpayer IRS and State tax problems for over twenty years and have helped thousands of taxpayers. Talk to the rest, then come to the BEST...I will not take on your case unless I truly believe I can help you. And, once I have helped you and earned your trust, then hopefully I can then become your ongoing tax accountant and keep you out of tax trouble forever. Call me now...procrastination breeds fear...take action...let me SOLVE your tax problem...1-800-55-SOLVE

Serving area includes:  Boca Raton  FL •  West Palm Beach  FL •  Fort Lauderdale  FL •  Miami  FL

Mark  Hass, CPA, CFP®
Jamie  Clark

For more than 25 years we have been a full service accounting firm providing individual, partnership and corporation tax preparation, auditing, compilation, review, bookkeeping, payroll processing, tax planning, estate planning, pension plan selection and business start up assistance. We are authorized to appear on your behalf before the IRS and can handle an array of tax problems. We are QuickBooks Professional Advisors and members of both the AICPA and FICPA.

Serving area includes:  Bradenton  FL •  Sarasota  FL •  Saint Petersburg  FL •  Port Charlotte  FL

Jim  Puente, CPA, CFP®
  Certified Quickbooks® ProAdvisors

Full Service CPA firm and Tax Practice with 30 years of experience. We serve a diverse clientele including Corporations, Partnerships, LLCs, Proprietorships, Estates & Trusts, Non-Profit Organizations • Wide range of Services and Industry Experience (Real Estate, Construction, Legal, Medical and Dental Professionals, Manufacturing & Day Care Providers) • Certified Audits, Income Tax Preparation and Planning, Monthly Accounting Services • Personalized Professional services by experienced CPAs

Serving area includes:  Miami  FL •  Coral Gables  FL •  Homestead  FL •  Miami Beach  FL

Gregory  Ashcraft, CPA, CFP®
 

CPA firm offering Tax Planning & Preparation for high-income Individuals, Estate & Trusts, Corporate, LLC, Retailers, Manufacturers, Construction, Transportation, Real Estate and more • IRS Representation • Elder Care Services • Audits & Reviews • Full Service Payroll • Controllership Functions – AR, AP, Invoicing, Accounting / Bookkeeping. We support QuickBooks, Peachtree, & Master Builder. We provide professional personalized service in an accurate and timely manner throughout Central Florida.

Serving area includes:  Orlando  FL •  Winter Park  FL •  Altamonte Springs  FL •  Longwood  FL

Ike  Ikokwu CPA, CFP, MSPFP
 

FREE 45 minute consultation to introduce you to the comprehensive set of services we offer to help you and your business succeed. Services include new business formations, payroll, bookkeeping, financial statement preparation and analysis, personal and business tax return preparations and planning, personal financial planning, outsourced controller and CFO functions and most importantly educating you on how to be a good steward over your business so you can make the most of being your own boss.

Serving area includes:  Cumming  GA •  Alpharetta  GA •  Atlanta  GA •  throughout North  GA

Lee  Ciardella, CPA, ATA, ABA, CSA, CFP®
  QuickBooks® ProAdvisor

Providing a complete range of services in the areas of accounting, taxes and financial planning for individuals and businesses Preparation of Certified Audits, Reviews and Compilation in conformity with Generally Accepted Accounting Principles. Bookkeeping and payroll services, IRS Representation. Clients include Mortgage Brokers (HUD Audits), Restaurants, Retail estate investors, Medical, Construction, and many other industries. Serving Chicago and suburbs.

Serving area includes:  Arlington Heights  IL •  Mount Prospect  IL •  Schaumburg  IL •  Des Plaines  IL

Bob  Lee, CPA, CFP, CLU, ChFC, Attorney at Law, QuickBooks ProAdvisor
 

Robert E. Lee, the Principal and Founder of Emmett Financial Services, Inc. has over 27 years of Accounting, Tax and Legal experience and holds the following professional designations: CPA, Attorney at Law, Certified Financial Planner, Chartered Life Underwriter, Chartered Financial Consultant. • We offer Full Accounting Services, QuickBooks Pro Advisor, QuickBooks Online, Business Formations, Contracts, Payroll, etc. Call us at (847) 680-1120 for a FREE QUOTE!

Serving area includes:  Libertyville  IL •  Chicago  IL •  Buffalo Grove  IL •  throughout Northern  IL

Marcia  Kraus MBA, CPA, CFP, CDFA
Certified Financial Planner,  Certified Divorce Financial Analyst

I specialize in Consulting Services for those going thru Divorce that need help understanding the Financial and Tax consequences of their settlement options. I also provide Tax Preparation for recently Divorced Taxpayers, Individuals, Families and unincorporated Small Businesses. FREE ONE-HALF HOUR consultation for clients in divorce process or newly divorced. Call me today for an appointment to see how I can help you.

Serving area includes:  Naperville  IL •  Aurora  IL •  Wheaton  IL •  Plainfield  IL

John T.  Grebe, CPA, CFP
Jana L.  Blaschak, CPA, QuickBooks® ProAdvisor

Our experienced staff of CPAs offer ideas and solutions designed to help meet your needs. Whether it's your personal finances, business finances or both, we can help you manage all aspects of your financial future. Full service Accounting, Bookkeeping, Auditing, Tax and Financial Planning, Business Planning and Management Advisory Services. * QuickBooks® Pro-Advisor * Authorized IRS E-File Provider

Serving area includes:  Wheaton  IL •  Naperville  IL •  Glen Ellyn  IL •  Carol Stream  IL

Robert  West, CFP®, EA, ATP, MBA
 

Fixed Fee monthly bookkeeping. No surprise Invoices. Full service consulting, accounting, bookkeeping, payroll, taxes and pension plans exclusively for small businesses. We help you answer the following questions: 1. How much did I make? 2. Where did it go? 3. How much should I have made? 4. What do I need to do to make what I should have made? 5. Am I paying the minimum amount of taxes required by law? Tax Planning is a year-round activity. Call today for your free appointment.

Serving area includes:  Annapolis  MD •  Bowie  MD •  Baltimore  MD •  Glen Burnie  MD

Raymond  DeVasto, CPA, CFP®
  Certified QuickBooks® ProAdvisor

I am a Certified Public Accountant, Certified Financial Planner® and Certified QuickBooks® ProAdvisor with over 25 years of experience as a tax, financial and small business consultant. I offer the following services: Tax Planning and Compliance, Accounting Systems Consulting, Financial Mediation, and; Consulting CFO. I specialize in advising closely held businesses (corporations, LLCs, etc.), “startups” and individual entrepreneurs. I am my firm so you will always work directly with me.

Serving area includes:  Wellesley Hills  MA •  Boston  MA •  Framingham  MA •  Newton  MA

Michael  Fant, Certified Public Accountant
  Certified Financial Planner, Certified Senior Advisor

Small Business Specialist • FREE initial consultation & tax review • Tax, accounting, payroll, complete range of services to individuals & small businesses— corporations, LLCs, partnerships, sole proprietorships • Individual/business taxes • QuickBooks® Pro • Monthly bookkeeping & payroll • Paperwork for incorporations, LLCs & DBAs • Return calls fast • Tax strategy planning • Work aggressively to save you tax dollar$ • Open year-round • Staff of 12 • 28 years experience, 20 in Plymouth

Serving area includes:  Plymouth  MI •  Livonia  MI •  Farmington  MI •  Ann Arbor  MI

Greg  Elia, CPA, CFP®
  Certified QuickBooks® ProAdvisor

Financial Services for BOTH Individuals AND Small / Medium Size Businesses. Start-ups welcome. Accounting Services include Bookkeeping, and QuickBooks® setup. Prepare tax returns for Individuals and Small Businesses. To learn more please visit www.betterlifeplanning.com

Serving area includes:  Bridgewater  NJ •  Whitehouse  NJ •  Somerville  NJ •  Readington  NJ

Imran  Rana, EA, ABA, ATP, CFP®
  Advanced Certified QuickBooks® ProAdvisor

Over 18 years helping clients with their QuickBooks needs. New Jersey's QuickBooks Expert. We teach QuickBooks. QuickBooks Setup - Support - Service. We help with New Business Start-ups. IRS Audits and collection problems. Financial Statements. Small Business is our specialty. Licensed to Represent Taxpayers before IRS. Complete Accounting and Bookkeeping Services. • Outsource Your Bookkeeping Department • Accounting • Payroll • Taxes

Serving area includes:  Franklin Lakes  NJ •  Paramus  NJ •  Mahwah  NJ •  Fairlawn  NJ

Marc  S. Standig, EA, CFP®
 

Personalized & Professional, Tax Synchronized(TM) Tax Preparation, Filing and Planning Services • Over 20 Years Experience • Individual & Small Business Tax Returns • IRS & State Audit Representation • Non-filed returns • All States • Free E-File • Free Review of Prior Year Tax Return • Member: National Association of Enrolled Agents and National Association of Tax Professionals.

Serving area includes:  Monroe Township  NJ •  New Brunswick  NJ •  Freehold  NJ •  Princeton  NJ

Anthony DeFranco  CPA, CFP
Nelson Couto  CPA, CFP

As one of New Jersey’s most forward-thinking CPA firms, Couto DeFranco, P. A. help businesses and individuals maximize growth and income by developing sound tax and financial strategies. Specializing in both corporate and individual tax planning, we focus on legally reducing your tax obligations, both now and for future growth. Clients include individuals, sole proprietorships, corporations and partnerships.

Serving area includes:  West Orange  NJ •  South Orange  NJ •  Maplewood  NJ •  Montclair  NJ

Paul  Kutz, CPA, CFP designee, MS (Taxation)
Andrew  Kutz, CPA

We are a full service public accounting firm providing accounting, bookkeeping, tax return preparation and planning, financial planning and other services to individuals and closely-held businesses. We have been serving NY and NJ clients for over 20 years. All services professionally provided by a principal of the firm.

Serving area includes:  Great Neck  NY •  Long Island  NY •  New York  NY •  Northern  NJ

Patricia  Armstrong, CFP®, CPA
 

We are a diversified public accounting firm providing auditing, accounting, bookkeeping, tax return preparation and planning, and an array of other services to non-profits, individuals, and the business community. QuickBooks set-up, training and support. Serving Manhattan, Bronx, Brooklyn, Queens, Westchester County, NY and Bergen County, NJ

Serving area includes:  New York  NY •  Manhattan  NY •  Brooklyn  NY •  Bergen County  NJ

David  Warner M.S., CPA / PFS, CFP®, EA
Donna  Warner, OM

Our firm specializes in small business Accounting, Bookkeeping, and Tax Return Preparation & Planning. We also offer Payroll, QuickBooks support, Reviews & Compilations, IRS Representation and Tax Problem resolution. Diverse client base: Construction, Trucking, Retail, Restaurants, Manufacturing, Farms, Fabricators, Printers, Landscaping, Auto Repair / Sales, Physicians, Non-profits, Insurance Agencies. Also, we offer financial planning and insurance services thru Warner Financial Group.

Serving area includes:  Dalton  OH •  Akron  OH •  Wooster  OH •  Canton  OH

Wesley  Collier, CPA, CFP®
 

Full Service CPA / Financial Planning Firm - 20 Years Exp. • Tax Return Preparation, Financial Planning, Financial Statements, Bookkeeping, QuickBooks • Authorized IRS e-file Provider • Full Payroll Services, Payroll Processing, Direct Deposit, Payroll Tax Returns • IRS Representation & Problem Resolution, Audit Support, Back Years Tax Returns • Property Tax, Sales Tax and Franchise Tax Consulting • Business Start-Ups, Incorporations, Choice of Entity • Affordable Rates, Free Consultation!

Serving area includes:  Cypress  TX •  Houston  TX •  Katy  TX •  Spring  TX

Richard  Crow, CPA, CFP®
Carolyn  Prince, CPA

We're committed to providing quality service in a timely and personal manner for: Business Start-up, Accounting & Bookkeeping, Tax Preparation & Planning, Franchise Tax, and Payroll Tax & Sales reporting. We work with Partnerships, Corporations, Trusts & Estates, and Sole Proprietors. Our financial planning services include investment consulting, retirement planning, estate and business succession planning, and insurance consulting on a fee-only basis. We're here for you!

Serving area includes:  Round Rock  TX •  Austin  TX •  Pflugerville  TX •  Temple  TX

Frank  Tehel, President, EA, CFP, CLU, CRPC
Neely  Elstrodt, Treasury, CRPC

The Investor's Tax Services; we support the individual, small business, active traders, and real estate investors. Advisory services are provided for startups, be it a new investor, new business, real estate investor or day trader. We provide bookkeeping set-up using manual records, one-write systems, spreadsheets and computer software. We also provide income and estate tax planning with full return preparation for all states when needed.

Serving area includes:  Virginia Beach  VA •  Norfolk  VA •  Chesapeake  VA •  Portsmouth  VA

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