Trusted Tax Planning Experts

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.

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.

With 30+ years of experience in tax and accounting, Artur leads Tax Window’s accounting team. Artur is an astute Certified Public Accountant with over 30 years’ experience working as a trusted advisor to 4000+ individual and small business clients.

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.

I'm passionate about helping families build generational wealth through strategic retirement planning. As a retirement income strategist, I specialize in self-directed retirement solutions that give people more control over their financial future. My approach is pretty straightforward - I believe everyone deserves access to the financial strategies that the wealthy have been using for generations. I focus on showing clients how to leverage their existing assets, whether that's an old 401(k), home equity, or other resources, to create multiple streams of retirement income. What really drives me is seeing families break free from traditional financial limitations. I love educating people about options they didn't even know existed, like self-directed 401(k)s and velocity banking strategies. It's amazing to watch someone's eyes light up when they realize they have more control over their financial destiny than they thought. I take pride in sitting on the same side of the table as my clients - their success is my success. Whether we're mapping out a debt elimination strategy or creating a retirement income plan, my goal is to empower people with the knowledge and tools they need to build lasting wealth.

Skilled Multi-lingual/ Multi-Cultural Head of marketing, with strong strategic thinking, functional expertise, analytical skills, leadership and people skills. Experience encompasses definition of global strategies, designing national/ regional integrated marketing plans - implementation/ measurement of execution in the US, Canada, UK, Dominican Republic, Haiti, Jamaica, El Salvador, Brazil, France, Guyana, Trinidad, OECS / in different languages and targeting different cultures. Respected leader of creative teams, multimedia divisions and corporate communications departments. Conceptualize and orchestrate marketing campaigns that effectively reinforce and build brand images. Expert in the technical, conceptual and content development of sales-driving collateral. Proven ability to drive high marketing campaign response rates and execute successful product launches.

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 lead the team at LeverageRx. We're a technology-focused personal insurance company focused on helping medical professionals nationwide win with their finances. We currently insure thousands of doctors and their families with disability insurance, life insurance and home & auto insurance. LeverageRx Insurance Services is a nationwide brokerage offering disability, life, home, auto and umbrella insurance to medical professionals. We also support financial planners and advisors with insurance planning for their medical clients.

Are you having problems with cash flow in your business? Unfortunately, you are not alone; many entrepreneurs experience cash flow management issues.The problem may not be a lack of income but applying it to the right areas of your business and life.It's not uncommon for service-based business owners and entrepreneurs who struggle with cash flow management to be drained and exhausted by their efforts. Gaining clarity and control over your finances will relieve the stress you are experiencing.*Are you tired of the ups and downs of cash flow in your business?*Have you been delegating enough cash for your tax obligations?*Do you set aside enough for your retirement?*Are you allocating enough for business growth?*Can you pay yourself enough to maintain the lifestyle you want?There is a way to gain peace of mind regarding your business finances.I have spent many years working in finance, retirement, and tax planning. This unique combination of expertise allows me to help my clients with a long-term focus on their financial health.After reading the book, Profit First by Mike Michalowicz, I had a clear vision of how I could help my clients with their struggles. Attending the Profit First Professionals Certification program helped me to learn how to implement the methodology into my firm to benefit my clients.The first step I took was to implement this system into my own business; after all, I needed to practice what I preach, right? After the first quarter of implementing the fundamentals of the Profit First program, I could see the rhythm of cash flow going in and out of my business. It brought about unprecedented clarity in my business.After seeing how the program worked for me, I needed to meet Mike in person and visit the home office of Profit First in Boonton, NJ. I was pleased to see that the home office is dedicated to supporting Profit First Professionals in any way they can.I knew then that becoming a Certified Profit First Professional would allow me to do my part to eradicate entrepreneurial poverty one client at a time. Through this program and my experience, I can help my clients implement the systems to help them:Improve their cash flow,Increase their profit margin,Manage expenses,Clarify their financial dreams and goals,Grow and scale their businesses.If you struggle to reach consistent cash flow in your business, take the first step towards financial sustainability by scheduling a Zoom call at: https://financialtally.com/get-started/.Lori Mercaldi | www.financialtally.com | lmercaldi@financialtally.com

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.

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.

I write your favorite expat money newsletter: https://www.moneyabroad.co As an advisor, I work with growth-stage B2B SaaS & fintech companies on: * Implementing product-led growth * Building & scaling the product org As a product leader, for the past 9+ years I've been building and growing internet products across Silicon Valley and Southeast Asia. I've led a 70-person product org with 11 reports, helped build two $50M+ ARR businesses, launched 0-to-1 products, and ran 200+ experiments that drove millions in revenue impact.