Tax Filing Professionals to Know 2025

I hold an Enrolled Agent (EA) license from the Internal Revenue Service. My core competencies include reviewing and analyzing tax returns, conducting comprehensive tax research and analysis, assessing financial statements, and providing timely advice and solutions for tax preparation challenges.

Ines Zemelman is an IRS-authorized enrolled agent (EA) with over 30 years of experience in US Business, International, and Expatriate Taxation. As the Founder and President of the TFX tax advisory firm, she is dedicated to helping US expatriates and small businesses stay compliant.Tax services for US small businesses: https://tfx.tax Tax services for US expatriates: https://www.taxesforexpats.com Specialties: Business Taxation, Expatriate Taxation, International Taxation, US Non-resident Taxation

I hold an Enrolled Agent (EA) license from the Internal Revenue Service. My core competencies include reviewing and analyzing tax returns, conducting comprehensive tax research and analysis, assessing financial statements, and providing timely advice and solutions for tax preparation challenges.

Reuben James Mattinson, commonly known as RJM, is a respected entrepreneur and business leader who has made significant contributions to the world of taxation. He is the founder and CEO of RJM Tax Exemption, a company that helps businesses expand their brands by identifying and leveraging tax exemption opportunities. Mattinson has a background in accounting and finance, and he has always been passionate about helping businesses reduce their tax liabilities. In 2010, he founded RJM Tax Exemption with the aim of providing businesses with a comprehensive range of tax exemption services. Today, the company is a leading player in the tax exemption industry, with a reputation for excellence and integrity. Under Mattinson's leadership, RJM Tax Exemption has helped thousands of businesses expand their brands by maximizing their tax exemptions. The company has a team of experienced professionals who are dedicated to providing personalized services tailored to each client's unique needs. Mattinson is also a respected thought leader in the industry, and he frequently writes and speaks on topics related to tax exemption and business growth. He is passionate about empowering businesses to achieve their goals by providing them with the knowledge and tools they need to succeed.

Jeffrey Barnett is a fiduciary financial advisor with over 30 years of experience, specializing in growing wealth, tax optimization, and retirement security. Jeffrey created and manages Fintegrity , an independent, fee-only, fiduciary Registered Investment Adviser (RIA) to serve clients who reside in the United States. At Fintegrity , we create unique solutions for each client investing more than $1 million. Our personalized approach ensures precision and care toward meeting your financial aspirations.Call Jeffrey at (201) 266-6829 or email Jeff@Fintegrity.com for a complimentary consultation. Let us help you secure your financial future.

Experienced CPA who enjoys serving as a tax advisor to businesses and their owners. Primary focuses include the real estate, technology, professional services and retail/wholesale industries, as well as clients with foreign and multi-state operations.

My goal is to assist clients/investors in their quest for financial freedom and creating generational wealth through one on one consultation and an abundance of online tools to educate. For the past 6 years I have been a private pension plan consultant with Self Directed Retirement Plans working directly with my partner Rick Pendykoski (owner). Through the years I have travelled across the United States speaking to tens of thousands of people at a vast amount of REI and general investment groups. I have personally supported thousands of clients with self-directing their retirement accounts. As a result, they have achieved true investing freedom to invest in what they want, when they want with 100% checkbook control.

I hold an Enrolled Agent (EA) license from the Internal Revenue Service. My core competencies include reviewing and analyzing tax returns, conducting comprehensive tax research and analysis, assessing financial statements, and providing timely advice and solutions for tax preparation challenges.

As a dedicated, passionate digital marketing strategist, I am committed to the philosophy of Full Funnel marketing. I focus on getting visitors, converting them to customers, and then, through product-led marketing strategies, turning customers into evangelists for the products they love. I firmly believe that a great product deserves even greater marketing. My expertise in SEO, content marketing, and social media management allows me to create tailored strategies that adapt to each product's unique market fit.TaxBandits is a premium product that is a comprehensive tool for businesses and tax professionals to e-file 1099, W-9, W-2, 941, 940, 1095, BOIR, and various other tax returns. SPAN Enterprises, an IRS-authorized e-file service provider based in Rock Hill, South Carolina, offers this solution, enhancing tax compliance for software providers and larger filers while adding value to clients and expanding revenue generation.

Highly creative performance-orientated leader offering exceptional track record of achievement over 10-year career in Accounting, Tax and Operations. Employee centric management style with a strategic and analytical approach to problem solving, collaboration, innovation, and change management. Talented in identifying and capitalizing on emerging market trends and revenue opportunities.

Harisimran Khalsa brings over 20 years of accounting experience to her role as Director of Professional Services at SponsorCloud. With a background that includes serving as CFO in private equity, she has spent more than a decade with a particular focus on real estate. Her expertise in financial strategy and tax compliance ensures that SponsorCloud's clients receive top-tier guidance in navigating the complexities of the real estate market.

Sharon has over 20 years of experience in tax and accounting. She received her Master of Science in Accounting – Tax Consulting degree from the University of Virginia. She spent the first 13 years of her career in public accounting, including over 5 years at Deloitte where she worked as a senior tax manager. She then moved to industry and she was a corporate tax director at a public company before she started her own tax practice in early 2018. Sharon has in-depth knowledge and broad experience in a variety of tax areas, and she has served various types of clients such as individuals, estate and trust, corporations, and partnerships. She specializes in U.S. federal taxation, and she also has hands-on experience in multi-state and international taxation. Sharon became a crypto investor and blockchain enthusiast in 2017. Since then, she quickly became one of the top crypto tax experts in the U.S. She published articles on Bloomberg Tax and was interviewed by news media such as CoinDesk. She created an online course called Mastering Cryptocurrency Taxation and published an eBook called A Quick Start Guide to Cryptocurrency Taxation. In early March 2020, Sharon was invited by the IRS to attend the first-ever Virtual Currency Summit in Washington, DC.

Making 1031 Exchanges Simple, Transparent & No FeeNavigating 1031 exchanges shouldn’t feel like deciphering the tax code. At Deferred.com, we built the only No Fee 1031 exchange platform, helping investors keep more of their money while enjoying a seamless experience.I work with real estate investors, brokers, developers, private equity professionals, CPAs, attorneys, and family offices to maximize returns and ensure compliance with 1031 exchange rules. Previously, I led sales and operations at Balance Homes, expanded service offerings at Home Depot, and advised on M&A and audit matters at Deloitte & Touche. With a background in accounting, finance, operations, and customer experience, my focus is delivering a 10-star experience for every investor and partner.Let’s make 1031 exchanges work for you, not your QI.