Trusted Tax Planning Experts

Burak Genc is an Enrolled Agent and the founder of Arc & Ledger Accounting, a U.S.-based tax and accounting firm serving individuals and small business owners. He specializes in individual and small business tax compliance, IRS notices, and practical tax strategy for entrepreneurs, freelancers, and first-generation business owners. Burak works closely with clients navigating Schedule C businesses, single-member LLCs, and multi-state considerations, with a particular focus on California tax issues. Known for translating complex tax rules into clear, actionable guidance, he helps clients stay compliant while making informed financial decisions. In addition to tax preparation, Burak advises clients on year-round tax planning, business structure considerations, and responding to IRS correspondence. He frequently educates business owners on common tax mistakes, misconceptions, and best practices.

Melissa Korber is an Enrolled Agent and the founder of Tax Leverage Group, a premier tax strategy and wealth optimization firm for high-performing entrepreneurs and wellness founders. As a Tax Strategist and Financial Architect, Melissa helps six- and seven-figure business owners cut taxes, increase profit, and design exit strategies that turn their businesses into lasting wealth vehicles. With over 25 years of experience in financial leadership, Melissa has managed and analyzed more than $36 billion in government and private sector funding. Before launching her firm, she served as a national financial manager within the U.S. Department of the Interior, where she led budgeting, forecasting, and strategic planning initiatives that shaped billion-dollar federal programs to include negotiating project approvals with White House teams. Her proprietary framework, the Triple Leverage Code, helps founders legally and strategically reduce their tax burden by up to 50% while compounding personal wealth and protecting their long-term freedom. Known for her clarity, precision, and ability to simplify complex financial concepts, Melissa has become a trusted voice in the growing field of advanced tax strategy for entrepreneurs. Today, Melissa works with business owners nationwide to align their business structure, cash flow, and investment strategy into one cohesive wealth plan. She is frequently sought for expert commentary on small business finance, tax efficiency, and exit planning. Signature Expertise: Advanced Tax Strategy & Entity Optimization Strategic Exit & Wealth Planning Profit Architecture & Forecasting High-Income Entrepreneur Tax Reduction Medical & Wellness Practice Structuring Mission Statement: To help founders keep more of what they earn, redirect money with strategic intention, and build businesses that reinforce their wealth, not drain it.

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.

After 30 years inside the IRS, I retired under the Elon-Musk deal and opened my own tax and bookkeeping business. I see tax strategy and tax compliance from a lens of experience and work tirelessly to protect my clients and help them grow their business.

Will Lane is a seasoned financial expert with over 20 years of experience across the financial sectors of banking, investments and insurance. He leads educational workshops across the country focused on helping Black families build, protect, and pass down generational wealth. Specializing in retirement planning, estate planning strategies and life insurance, Will is known for his ability to make complex financial concepts practical, relatable, and easy to understand. His work centers on empowering families with the knowledge needed to move from short-term financial planning to long-term financial security. Will has been featured in national publications such as Yahoo Finance, Business Insider, and American Business Stars, where he shares insights on the importance of financial literacy, legacy planning, and closing the racial wealth gap. A key aspect of his approach is helping individuals identify and overcome self-sabotaging financial patterns so they can make confident decisions about protecting their families, preparing for retirement, and leaving a lasting legacy. Through his education-first approach and no-nonsense delivery, Will has become a trusted voice for podcasts, panels, and publications focused on financial education, wealth building, and economic empowerment within the Black community.

Bestax Chartered Accountants is an FTA Approved Tax Agency and a trusted provider of accounting, tax, auditing, transfer pricing, business setup, and corporate services in Dubai. With nearly a decade of combined experience and offices in both UAE and Canada, we help businesses make smarter financial decisions by calculating the best opportunities for long-term growth. We support startups, SMEs, and large enterprises to ensure their full compliance, and strengthen long-term stability. We are a leading tax consultancy firm in the UAE, offering expert support across VAT, corporate tax, and excise tax. Our team ensures clients remain compliant with evolving regulations while benefiting from strategic tax planning opportunities. Through proactive advisory, we help businesses reduce liabilities and make informed financial decisions. Beyond taxation, Bestax delivers comprehensive accounting and bookkeeping services, including financial statement preparation, payroll management, audit support, and day-to-day bookkeeping. Our commitment to accuracy, transparency, and timely reporting enables business owners to maintain financial clarity and drive sustainable growth. Our audit and assurance services help companies meet statutory obligations while strengthening internal controls, financial transparency, and operational efficiency. Bestax also specializes in global company formation, assisting entrepreneurs and investors in establishing businesses in the UAE, Panama, Cayman Islands, Seychelles, Canada, the USA, and beyond. From trade license issuance to visa processing, PRO services, and digital bank account opening, we manage the entire setup process. Our cross-border expertise enables us to support clients with multi-jurisdictional structuring and international compliance requirements. Additionally, we provide advanced services such as transfer pricing, empowering businesses with centralised and fully compliant financial operations. At Bestax, we are more than a service provider we are a long-term partner committed to delivering solutions that enhance efficiency, strengthen compliance, and support sustainable growth in the competitive global market all under one roof.

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.

I’m a FINMA-licensed financial advisor based in Switzerland, specializing in retirement and pension planning for individuals and companies. Through Invexa, I help clients build clear, sustainable long-term financial strategies that integrate both investment and insurance components. My approach combines personalized wealth planning with regulated insurance brokerage services to deliver practical, compliant, and goal-oriented solutions for every stage of life.

I am a Director in the Tax Department at CMP’s Logan office, part of an award-winning CPA firm powered by 250+ years of combined tax, accounting, and CFO expertise. I specialize in taxation for individuals and businesses, with additional focus on trust accounting and business valuations, combining technical expertise with a practical approach that helps clients navigate complex financial situations with clarity and confidence. Building strong client relationships is one of the most rewarding parts of my work, and I enjoy making complicated tax and accounting matters feel simple and manageable. I earned both my bachelor’s degree in accounting and my Master of Taxation from Utah State University. I am licensed as a Certified Public Accountant in Utah and hold the Certified Valuation Analyst credential. I stay active in the profession through involvement with the AICPA, UACPA, and the Northern Chapter of the UACPA. Outside the office, I enjoy playing golf and spending time with my family.

I am a Certified Public Accountant and owner of Monaco CPA, specializing in cryptocurrency taxation, digital asset accounting, and investor-focused tax strategy. I advise individuals and business owners navigating complex reporting issues involving crypto trading, self-custody wallets, DeFi activity, and evolving IRS compliance requirements. My work focuses on helping clients make disciplined, informed decisions grounded in fundamentals—not speculation—while maintaining accurate records and defensible tax positions as regulation and enforcement expand. I've been quoted by national financial publications including Nasdaq, Yahoo Finance, GoBankingRates, and BeInCrypto, where I provide commentary on crypto fundamentals, investor behavior, and the intersection of digital assets and tax policy.

Financial concierge. Business owners, executives, and entrepreneurs come to me to secure their legacy. As a tax attorney, wealth consultant, and entrepreneur, I offer my clients a unique 360-degree view of their financial lives. From tax planning and real estate to investing and legacy strategy. I have two decades of experience guiding individuals, families, and business owners. I graduated from Carnegie Mellon’s Economics department. I create advanced tax strategies, asset protection strategies, and legacy planning strategies. I guide business owners and individuals in retaining more of their wealth and reducing their tax liabilities during critical transitions like business sales and times of uncertainty. I’m especially known for my ability to uncover powerful, often-overlooked provisions in the tax code to develop creative, compliant strategies that reduce tax burdens and support long-term financial security.

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.

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.

Barbara received her Masters of Taxation from California Polytechnic State University- San Luis Obispo (Cal Poly) in 2014. She has a breadth of experience from starting out in international tax and Venture Capital at a Big4 accounting firm to working with local and regional accounting firms. Barbara is a tax strategist and business coach. She specializes in small businesses and helps business owners and high net worth individuals save in taxes while also growing their profits. Her passion is coaching. She is not only a business coach but she is a BirthFit Coach, helping women throughout the motherhood transition and a Level-2 CrossFit Coach, helping people realize their full potential. Are income taxes a pain point for you? Would you like to pay less in taxes? If you’re like most business owners, you’re probably paying too much in taxes. Message me to see how I can help!