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Portrait of Clint Coons
Anderson Business Advisors ·

Best fit: Real estate investors

Tax services and planning

  • Real estate tax planning
  • Entity structuring for real estate investors
  • Ongoing tax planning

State: Washington

Authority Status: Leading Authority

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Portrait of Ana Klein
The Tax Boss

Best fit: Real estate investors buying their first property, Commercial real estate owners, Real estate syndicators, Real estate investors with large portfolios

Tax services and planning

  • Year-round real estate tax planning
  • Tax return preparation
  • Bookkeeping

State: Wisconsin

Authority Status: Leading Authority

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Portrait of Mark Perlberg
Prosperl CPA

Best fit: Self-employed individuals, Businesses considering a structure change, House flippers

Tax services and planning

  • Oil-and-gas tax strategy planning
  • Business tax planning for income shifting and fringe benefits
  • Business entity selection advisory

State: Georgia

Authority Status: Leading Authority

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Best fit: E-commerce founders, Amazon sellers, E-commerce business buyers and sellers

Tax services and planning

  • Sales tax compliance
  • Trademark protection
  • Copyright and patent protection

State: Florida

Authority Status: Leading Authority

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Best fit: Entrepreneurs, Investors

Tax services and planning

  • Strategic tax planning
  • Business structuring
  • Investment strategy

State: Arizona

Authority Status: Leading Authority

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Best fit: E-commerce brands with inventory

Tax services and planning

  • Tax planning
  • CFO services
  • Monthly accounting

State: Oregon

Authority Status: Emerging Authority

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Portrait of Amanda Han
Keystone CPA

Best fit: Real estate investors

Tax services and planning

  • Proactive tax planning for real estate investors
  • Cost segregation guidance
  • Business acquisition planning

State: California

Authority Status: Leading Authority

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Portrait of Michael Malc
Oakridge Tax & Advisory

Best fit: Real estate investors, Founders and established business owners, High-net-worth families

Tax services and planning

  • Tax preparation and compliance
  • Entity formation strategy
  • Year-round tax planning

State: California

Authority Status: Emerging Authority

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Portrait of Neil Jesani
Neil Jesani Advisors

Best fit: Founders and operators with pre-exit equity, executives with concentrated public-company stock, investors and family offices with multi-asset portfolios, high-income professionals

Tax services and planning

  • Proactive tax planning
  • Tax preparation and compliance
  • Retirement and deferral planning

State: Florida

Authority Status: Leading Authority

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Best fit: Small Business Owners

Tax services and planning

  • Year-round tax planning and income monitoring
  • S corporation compensation and distribution planning
  • Deduction, credit, and incentive planning

State: New York

Authority Status: Leading Authority

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Best fit: High-income professionals

Tax services and planning

  • Tax strategy for high-income entrepreneurs
  • Tax strategy implementation and substantiation
  • Tax projections

State: Utah

Authority Status: Leading Authority

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Portrait of Moe Mindick
Bright Hill Advisors

Best fit: Real estate investors, Real estate operators, Healthcare professionals, Law firms, High-net-worth business owners

Tax services and planning

  • Cost segregation
  • Bonus depreciation planning
  • 1031 exchange planning

State: Florida

Authority Status: Emerging Authority

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Portrait of Alexis Gallati
Cerebral Tax Advisors

Best fit: Medical professionals

Tax services and planning

  • Comprehensive tax planning for medical professionals
  • Retirement plan and Roth conversion tax planning
  • Business expense and accountable plan deduction planning

State: Tennessee

Authority Status: Leading Authority

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Portrait of Reed Tinsley
Reed Tinsley, CPA

Best fit: Physicians, Medical groups, Specialty healthcare entities

Tax services and planning

  • Managed care contracting support
  • Medical practice startup assistance
  • Tax planning

State: Texas

Authority Status: Leading Authority

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Portrait of David Awe
David O. Awe, CPA

Best fit: Small Business Owners

Tax services and planning

  • Tax preparation and planning
  • IRS audit representation
  • Tax-debt resolution

State: Texas

Authority Status: Established Authority

Best fit: Physicians, Real estate investors, Technology employees with equity compensation, Business owners

Tax services and planning

  • Multistate tax compliance
  • Real Estate Professional Status qualification
  • Short-term rental tax strategy

State: Illinois

Authority Status: Established Authority

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Portrait of Shauna A. Wekherlien
Tax Goddess Business Services

Best fit: Small Business Owners

Tax services and planning

  • Business tax planning and what-if scenario analysis
  • Real estate transaction tax support
  • Cash balance plans

State: Arizona

Authority Status: Leading Authority

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Portrait of Michael J. Fleming
Sales Tax and More

Best fit: Ecommerce business owners, International Amazon FBA sellers

Tax services and planning

  • Sales tax consulting and research
  • Sales tax registrations
  • Sales tax return services

State: Texas

Authority Status: Leading Authority

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Portrait of Steve Freshour
The Seller CPA

Best fit: Ecommerce brand owners, Wholesale ecommerce businesses, Amazon sellers

Tax services and planning

  • Ecommerce bookkeeping
  • Income-tax compliance
  • Entity tax reporting

State: Virginia

Authority Status: Established Authority

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Best fit: Dentists, Dental practice owners

Tax services and planning

  • Dental practice tax planning
  • Practice transition planning
  • Compensation plan development

State: California

Authority Status: Leading Authority

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Best fit: Direct-to-consumer ecommerce brand owners

Tax services and planning

  • Inventory and cost of goods sold accounting
  • Online sales tax
  • Sales-channel bookkeeping

State: Utah

Authority Status: Leading Authority

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Portrait of Tiffany Phillips
Phillips Business Group

Best fit: Rental property owners, E-commerce entrepreneurs

Tax services and planning

  • Rental property sale tax planning
  • Cost segregation
  • Unused rental loss planning

State: Texas

Authority Status: Leading Authority

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Portrait of Robert Keebler
Keebler & Associates

Best fit: High net worth individuals

Tax services and planning

  • Tax-efficient intergenerational estate and business transfers
  • Special needs planning
  • Irrevocable trust modification

State: Wisconsin

Authority Status: Leading Authority

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