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.

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

Damodhar Mata is a Dubai-based financial advisor who is often quoted in Gulf News on topics related to financial planning, investments, and insurance. He provides guidance on budgeting, saving, and investing, particularly for UAE residents. He has also been featured in other publications like Khaleej Times. Here's a more detailed look at his work: Financial Planning: Damodhar Mata specializes in holistic financial planning, investments, and insurance. Budgeting and Savings: He offers advice on how to manage finances, create budgets, and save effectively, especially for those living in the UAE. Overspending in Dubai: He has commented on the issue of overspending among some UAE residents, particularly due to factors like discount offers and easy access to credit, according to a Gulf News report. Home Insurance: He has also discussed the importance of home insurance for homeowners in the UAE. Regularly Featured in Media: His insights are regularly featured in Gulf News and Khaleej Times. Nexus Insurance Brokers: He is a senior consultant at Nexus Insurance Brokers.

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.

I help companies and entrepreneurs grow with performance marketing, through SEO, PPC, high-converting funnels and AI-based automations.With 10+ years of experience in Performance Marketing, I know how to convert marketing efforts into measurable results. Since 2024, I have been delving into Artificial Intelligence and automation, and I help entrepreneurs, companies and employers work smarter and more efficiently with AI.Knowledge & Expertise:- SEO & Content Strategy: Increasing visibility and generating leads.- Google Ads & PPC marketing: Advertising more efficiently and increasing returns.- Conversion & Funnel Optimization: Websites and funnels that really convert.- AI & Automation: Workflows that take work off your hands and make teams more productive. Since 2024 I have been working and living from Cyprus. Are you curious about doing business here or are you thinking about a tax-friendly relocation? Feel free to connect, always interesting to meet like-minded entrepreneurs. Ready to scale? Send me a message and discover how we can maximize your business

Filip is a CERTIFIED FINANCIAL PLANNER™ with almost two decades of financial services experience. He started his career in the retail banking environment - first as a bank teller in high school before moving on to a banker role at JP Morgan Chase after graduating college. In this capacity, Filip educated and assisted a diverse mix of personal and business clients with core financial needs including banking, investments and lending. After, he transitioned to UBS and developed a strong foundation around investment research early on and comprehensive planning later, acquiring his CFP® in 2017. With this base, Filip then moved to TIAA to work with mostly late career accumulators, pre-retirees and retirees. This is where his passion for holistic planning really took off and led him to Facet, where he was able to apply his experience and knowledge to everyone at different stages of life. Additionally, he became an expert in strategizing around niche components of planning like equity compensation, employee benefits and more. Fast forward to the current day, Filip owns and operates Benzina (an independent RIA) where he can focus his diverse skill set, perfectionist nature and all resources on creating a high quality, detailed financial plan for mid-career professionals. Growing up in New York, Filip now considers the Gulf Coast of Florida his home base alongside his wife, Stephanie and their cat, Olivia (who really runs the household). Their values include spending time with family (even if it means a quick turnaround flight to NY), traveling to gain exposure to different cultures around the world, and staying active (with hiking and skiing at the top of the list). Daily free time is occupied with reading, listening to a podcast, hitting the gym or going on a long drive together.

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.

Hanzala Qadri is the co-founder of SecureTax Management, a cross-border accounting and compliance firm serving clients in both India and the UK. With a vision to simplify finance for individuals and businesses, SecureTax offers white-label accounting solutions, including year-end accounts, VAT returns, payroll processing, and ongoing compliance support to accounting practices and startups looking to scale efficiently without hiring full-time staff. A Chartered Accountant by qualification, Hanzala blends technical expertise with a strong entrepreneurial mindset. His background includes extensive experience in statutory audits, direct and indirect taxation, and financial reporting, developed during his articleship at Mehra Goel & Co., a reputed firm in Delhi. He has worked on complex audits involving Ind AS implementation, banking sector reviews, and manufacturing company finalizations.