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Certified Financial Planners ® - Directory of CFPs

Mabel  M. Sawyer, MBA, ATP, CTP, CFP®, CPB
  Your Professional Small Business Consultant

One-Stop Service for Individuals & Small Businesses. Full Service Accounting, Bookkeeping & Tax Preparation: Income Tax, IRS, State & Back-Tax Issues. Business Start-up Services, Payroll & Sales Tax, Back-Office, Clerical & Paper flow Organization. QuickBooks & Peachtree setup & support. Retail, Wholesale, Manufacturing, Service, Church/Clergy and many others. No Job Too Small - Over 20 yrs. Exp!

Serving area includes:  Phoenix  AZ •  Glendale  AZ •  Peoria  AZ •  Sun City  AZ

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 •    

Jack  Warrington, EA
Mary Lou  McFadden, EA, CFP®

Haven’t filed in a while…? Income Tax Preparation, incl. e-file, and Tax Planning for Individuals, Families and Small Business. Specializing in Representation before the IRS & State Taxing Authorities in matters of Audits, Appeals, Collections and Offers-in-Compromise for the Distressed Taxpayer. Forensic Bookkeeping Services available. Members: CSEA & NAEA. Jack is a Fellow of the National Tax Practice Institute. Serving the Bay Area & Northern California.

Serving area includes:  Albany  CA •  San Francisco  CA •  Oakland  CA •  Berkeley  CA

Miranda  Chang, EA, CFP®, MBA
 

Stay compliant-small businesses are IRS targets • Experienced-IRS Enrolled Agents & CFP® professionals • We serve individuals & small businesses • 24/7 Access to QuickBooks-financial info at your fingertips • Peace-of-mind • Free up your time-so you can focus on growing your business • Strategic Approach-make informed business decisions • Friendly staff • Reasonable rates-bookkeeping packages starting from $195 per month • $50 off Initial Setup Fee for Bookkeeping (just mention this ad)

Serving area includes:  Berkeley  CA •  Oakland  CA •  El Cerrito  CA •  Albany  CA

Rex  Davis CPA, CFP®
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 & Peachtree 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. Extensive experience with Real Estate Professionals - Agents and Investors. Special emphasis in: restaurants, retail, wholesale and professional services. Primary service areas are: accounting, taxes and business & personal consulting services. Provides on-going support to QuickBooks users on an hourly & monthly fixed fee basis. Overseas (Asia) citizens & expatriates welcome! Fluent in Chinese, Cantonese & Mandarin.

Serving area includes:  Oakland  CA •  Alameda  CA •  Berkeley  CA •  Richmond  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

Lillian  Meyers, EA, CFP®, RIA
 

Providing you with the planning and strategies to achieve your financial goals – whether business or personal – through my extensive tax experience as an Enrolled Agent combined with financial training as a Certified Financial Planner and Registered Investment Advisor. Services include Non-profit and Estate Tax Returns, International Taxation, College and Retirement planning, and Life, Health and Long Term Care Insurance.

Serving area includes:  Sonoma  CA •  San Francisco  CA •  Sacramento  CA •  Santa Rosa  CA

Steve  Love, CPA, PFS, CFP®
Bonnie  Lenahan, CPA

CPAs, Personal Financial Specialist (a distinguished, AICPA awarded designation) & Enrolled Agent offering expert Tax & Financial Planning, Personal & Business Returns; all entities, Estate, Trusts & Gift, Investment Reviews, IRS Representation, Accounting Services, Customized Financial Reports, Bookkeeping & Write-up, Employee Benefit Plans and Payroll Tax Preparation. Free Initial Consultation.

Serving area includes:  Torrance  CA •  Los Angeles  CA •  Irvine  CA •  Long Beach  CA

Victor  Jones, EA, CFP®, CLU®, ChFC®
 

JFG Tax Services, Inc. offers Income Tax Preparation, Income Tax Planning, IRS Representation and Bookkeeping services. In addition, JFG Tax Services, Inc., through its investment advisory division, offers comprehensive financial planning, investment advisory services and wealth management services. Do you need tax help or have tax problems? We can prepare income tax returns and represent residents and businesses before the IRS anywhere in the U.S.

Serving area includes:  Torrance  CA •  Redondo Beach  CA •  Manhattan Beach  CA •  Palos Verdes  CA

Marilyn  Ratliff, EA
John  Lodwick, CFP®

• Bookkeeping (Unaudited) 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 and offers in compromise. • 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

Richard  Walton, Esq., JD, EA, CFP, MS, PE
 

Personalized Tax and Financial Services by an Experienced Professional. Are you behind in filing your taxes? Have you received a notice from the IRS or State? As an Enrolled Agent and Attorney, I can represent you in any tax matter, not only in California, but anywhere nationwide. Can also advise you on Tax Planning strategies to legally minimize your tax obligations.

Serving area includes:  Ventura  CA •  Oxnard  CA •  Camarillo  CA •  Port Hueneme  CA

Jim  Puente, CPA, CFP®
 

South Florida Tax and Accounting Firm with 30 years of experience. We serve a diverse individual and business clientele including corporations, partnerships, proprietorships, estates & trusts and non-profit organizations. We provide Income Tax Service – Tax Preparation & Tax Planning and well as Bookkeeping on a weekly, monthly or as-needed basis. QuickBooks setup training and support also available.

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

Shams  Khan, CPA, CFP®
 

SK Financial Services, P.A. is a full-service CPA and business-consulting firm in the northern Tampa Bay area. Services include • Bookkeeping • QuickBooks Services • Payroll Services • Online Incorporation • Accounting and Auditing • Tax Consulting and Compliance • Personal Financial Planning. Experience with a wide range of Industries including: Medical practices, Real Estate, Non-profit, Service and Retail.

Serving area includes:  Wesley Chapel  FL •  Temple Terrace  FL •  Tampa  FL •  Clearwater  FL

Robert  Warner EA, CMA
Certified Financial Planner •  Certified Divorce Financial Analyst

Over 30 Yrs Exp • Reliable Service • Affordable fees and a Hands-on approach for your Tax, Accounting & Bookkeeping needs! Personal & Business Returns, Tax & Financial Planning, Tax Problem Assistance - Audits, IRS Representation, Offers in Compromise & Payment Plans • Payroll, Outsourced Controller Services, QuickBooks & Peachtree setup, support with onsite Training • Sole proprietors and startups to mid-sized corporations - Manufacturing, Wholesale, Retail, Restaurants, HOAs & more.

Serving area includes:  Gainesville  GA •  Cumming  GA •  Buford  GA •  Dahlonega  GA

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

Full service Firm with a "client centered" approach. Providing a complete range of services in the areas of Bookkeeping, Accounting, Tax Preparation and Financial Planning. Clients include Mortgage Brokers (HUD Audits), Restaurants, Retail, Medical, Construction, and many other industries. QuickBooks setup and training. Serving the Northwest Chicagoland area.

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

John  Grebe CPA, CFP®
 

Our experienced staff of CPAs offers 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, Auditing, Tax and Financial Planning, Business Planning and Management Advisory Services. * QuickBooks Professional Advisor * Authorized IRS E-File Provider

Serving area includes:  Wheaton  IL •  Naperville  IL •  Chicago  IL •  Carol Stream  IL

Tamara  Clookey, Certified Payroll Professional
Larry  Shaub, CPA, CFP

AccuPay Payroll is a full-service payroll company serving nearly 500 employer-clients in central Indiana. We are staffed with certified experts in payroll (CPP) and accounting (CPA), are locally owned / operated by an Indiana CPA. Our charges are 20-40% less than the national payroll service bureaus. We use state-of-the art software and provide payroll, tax, direct deposit and timeclock services. We are experts in interfacing payroll into QuickBooks. Our 5-year client retention rate is 99%.

Serving area includes:  Greenwood  IN •  Martinsville  IN •  Columbus  IN •  Indianapolis  IN

Victor  Swyden, CPA, CFP®
  Certified QuickBooks® ProAdvisor

Providing personalized service for small to mid-size businesses, their owners and individuals for over 20 years. Specializing in business & personal tax return preparation, tax & financial planning and accounting & bookkeeping support. Certified Public Accountant • Certified Financial Planner • Certified QuickBooks Pro-Advisor • Software and Computer Support • Free Initial Consultation • Credit Cards Accepted. Visit our website for more info.

Serving area includes:  Overland Park  KS •  Kansas City  MO •  Shawnee  KS •  Olathe  KS

Johanna  Fox Turner, CPA/CFS, CFP®, Pres.
Paul  Bell, CPA, Managing Accountant, Certified QuickBooks® ProAdvisor

Awarded 2008 Most Dependable™ Accounting Professionals of the Southeast by Goldline Research! QuickBooks® ProAdvisor Firm • Group Classes • First hour of QuickBooks training FREE for BookkeepingHelp.com readers! Our services include: QuickBooks Training & File Cleanup • Bookkeeping & Payroll • Wealth & Resource Planning • Multi-state Tax Services • BackOffice Accountant™ • Employee Satisfaction Surveys • Marketing consulting • Fixed Price Billing. INITIAL CONSULTATION IS FREE... CALL TODAY!!!

Serving area includes:  Mayfield  KY •  Paducah  KY •  Union City  TN •  Cape Girardeau  MO

Alice  Stern Burnett, CPA, EA, CFP®
  Certified QuickBooks® ProAdvisor

Over 25 years experience serving Businesses and Individuals • Accounting, Bookkeeping, Payroll and Startup Consulting • Tax Return Preparation - all states, Tax Planning, Tax Problem Resolution, IRS and State Representation, Clergy Tax Returns, Offer In Compromise • Financial & Estate Planning • We support QuickBooks & QuickBooks Point of Sale, Peachtree, Microsoft Small Business Accounting, and others • Computer and Network support for businesses • Professional, personalized service always!

Serving area includes:  Columbia  MD •  Baltimore  MD •  Laurel  MD •  Silver Spring  MD

Ken  Posco, CPA, CFP®
 

Small Business is our specialty! We provide Small Business Accounting / Bookkeeping (Weekly/Monthly), customized and meaningful Financial Reports, Comprehensive Payroll services (any number of employees), and Tax Services • Family-owned businesses, sole proprietors, small and growing Corporations • Affordable & scalable services to fit your needs • No-charge initial consultation; contact us today!

Serving area includes:  Fitchburg  MA •  Leominster  MA •  Westminster  MA •  Townsend  MA

Kaitzev  Wei, EA, CFP®, MST
Nancy  Yang, CPA, MBA, Certified QuickBooks® ProAdvisor

Small business tax planning and QuickBooks support are our specialties. We tailor our services to your specific needs. Service includes a full review of your current tax return; strategies to legally minimize tax obligations, and ongoing consultation to keep you informed of the ever-changing tax laws. QuickBooks training, cleanup and support, with monthly Bookkeeping services provided either on-site or remotely. Our personal attention and sound advice is why our clients return every year.

Serving area includes:  Newton  MA •  Boston  MA •  Chestnut Hill  MA •  Waltham  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

Gregory  Elia, CPA, CFP®
  Certified QuickBooks® ProAdvisor

Financial Planner for BOTH Individuals AND Small / Medium Size Businesses. Start-ups welcome. Accounting Services include Bookkeeping, Payroll Services, and QuickBooks® setup. Prepare tax returns for Individuals and Small Businesses. Financial Services include: Financial Planning, Retirement Planning, College Planning, Business Planning, and Estate Planning. 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.

Serving area includes:  Hackensack  NJ •  Paramus  NJ •  Oakland  NJ •  Fairlawn  NJ

Marc  S. Standig, EA, CFP®
 

Personalized, Professional Tax Preparation & Tax 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

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, Westchester County, NY and Bergen County, NJ

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

Paul  Voytovich, CPA, CFP®
  Certified QuickBooks® ProAdvisor

• Business consulting • Tax planning and preparation • IRS and NYS audit representation • Bookkeeping • QuickBooks setup & training • Financial services • Remote access accounting • Payroll and payroll tax preparation

Serving area includes:  Orchard Park  NY •  Buffalo  NY •  and the greater Buffalo area   •    

Neil G.  Carousso, CPA, CFP®
 

With offices in Queens and Manhattan, we service for both growing businesses and individuals wishing to minimize their tax obligations and preserve their assets. As a Certified Financial Planner and CPA, I provide valuable information to individuals in or near retirement, resulting in financial peace of mind. As Certified QuickBooks Advisors, we also provide bookkeeping, accounting and tax services for your business and provide tax planning strategies to help your business grow.

Serving area includes:  Whitestone  NY •  Long Island  NY •  Queens  NY •  New York  NY

Paul  D'Anna, CGA CFP
 

Full-service CGA firm serving the Greater Toronto Area, we provide our clients a broad range of professional services in Accounting, Taxation, General Business Consulting and Ancillary Services. Our goal is to provide clients with practical solutions and professional service, to minimize tax, increase and preserve wealth, and meet regulatory filing requirements. We believe in the value of relationships, and that our success is a result of your success, and yes, we even make house calls.

Serving area includes:  Mississauga  ON •  Toronto  ON •  North York  ON •  Brampton  ON

Dave  Smith, CPA, CFP®
 

Our firm provides income tax preparation / tax planning, small business accounting, payroll services and personal financial planning services to individual and small business clients since 1988. We specialize in multi-state individual income tax preparation and small business tax preparation and planning. Se Habla Español.

Serving area includes:  Lake Oswego  OR •  Portland  OR •  Tigard  OR •  Beaverton  OR

Jane  MaDan, President
Fred  MaDan, EA, CFP®, Certified QuickBooks® ProAdvisor

Since 1991 ** Husband & Wife Team ** We offer personalized bookkeeping & accounting - monthly/quarterly/annually, offsite, online, fax or email - QuickBooks setup, support and troubleshooting - Business startup consulting & tax planning - Payroll reporting, sales and property tax returns - Individual, business, non-profit and trusts returns - Licensed to represent taxpayers before the IRS and local taxing authorities ** WE SOLVE TAX PROBLEMS... Any Return...Any State...Any Year **

Serving area includes:  North Charleston  SC •  Charleston  SC •  Goose Creek  SC •  Summerville  SC

Benton  E. Ryon, CPA
Jeffrey L. Miller, CPA,  Richard R. Singhaus, CPA, CFP®

Full-service firm • Business Start-up, Accounting, Bookkeeping, Tax Prep & Planning, QuickBooks training, Franchise Tax, Payroll Tax & Sales Tax reporting • Partnership, Fiduciary, Estates, IRS representation • Outsourced controller services without the full cost of a controller • Auditing • Financial Planning • Reasonable rates, e-file, fast refunds, personal attention •

Serving area includes:  Austin  TX •  Georgetown  TX •  Round Rock  TX •  Cedar Park  TX

L. Randall  Hack, MBA, CFP®, PA
 

• • Authorized IRS e-file Provider and Free e-file Service • • We offer assistance in "Free File" Tax Service • Tax Preparation For Business and Individuals (All States) • IRS and State Tax Problem Resolution • New Business Start-up for Corporations and Owners • Specializing in: CYMA, Peachtree, QuickBooks, Bookkeeping, Payroll and Billing Services • Bank and S.B.A. Business Plan Preparation and Presentation • Notary Public / Signing Agent Services •

Serving area includes:  Cypress  TX •  Tomball  TX •  Spring  TX •  NW Houston  TX

Wesley  Collier, CPA, CFP®
 

Full Service CPA / Financial Planning Firm - Over 15 Yrs 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

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