Tax - Trust & Estate Services

As an individual with high net worth, you will want to work with an accountant who has experience with trust and estate taxation, family offices, succession planning, and developing financial, estate, and philanthropic-giving plans.

Kimberly Fejzo, CPA LLC

A local Certified Public Accountant with Big Four experience and a small town feel!
Updated from firm website on 11/17/20


Bob Javid Certified Public Accountant & Consultant

If you are looking for a blend of personal service and expertise, you have come to the right place! We offer a broad range of services for business owners, executives and independent professionals. Our rates are affordable. We are experienced and friendly.

Updated from firm website on 11/18/20


Ghaaziy A. Machicote, CPA

We are a full-service Accounting firm licensed in NY. We offer a broad range of services for business owners, executives, and independent professionals. We are affordable, experienced, and friendly.

Updated from firm website on 11/12/20


Jill Flinton CPA

Jill Flinton has been helping individuals and small businesses restructure their finances (through bankruptcy) for over 10 years. She is now taking those skills out of the system to help you directly.

Updated from firm website on 11/12/20


Schwarcz, CPA, PLLC

We at Schwarcz, CPA, PLLC provide unparalleled, personalized accounting services to a broad range of clients in various industries across the New York City Tri-State area. As experienced accountants, we are here to ensure that all of your financial decisions are made carefully and with your best interests in mind. Whatever you need, we have the clout and the experience to take care of your finances.

Updated from firm website on 11/12/20


Brian Thomas Imbemba Jr., CPA-P.C.

Having 14+ years of various Accounting industry experience, in October 2018 I formed Brian Thomas Imbemba Jr., CPA-P.C., a Full Service Certified Public Accounting and Business Consulting firm.

For Individuals and Businesses, my CPA firm provides a full range of income tax, accounting, audited, reviewed and compiled financial statements, and consultation services. This includes research, planning, and compliance for individuals, businesses, both For-Profit and Not-For-Profit, estates and trusts.

Each client’s unique needs are handled with courtesy, professionalism and the support of the Brian T. Imbemba Jr., CPA-P.C. family.

Updated from firm website on 11/11/20


S. Calabro CPA, P.C.

We are a full-service accounting firm licensed in NY. We offer a broad range of tax and accounting services for business owners, executives, and independent professionals. We are affordable, experienced, and friendly.

Updated from firm website on 11/11/20


Scott M. Anderson CPA, PC

Our relationships with clients extend beyond financial recordkeeping and reporting. We understand the dynamics that affect their personal and professional lives. We listen to their goals and dreams. We work collaboratively to develop plans that transform ambitions into reality.

Updated from firm website on 11/11/20


Douglas & Pino CPA’s, Inc.

Douglas & Pino CPA's, Inc. is licensed in CA and specializes in Accounting. We are professional, experienced, and affordable. We offer a broad range of services for business owners, executives, and independent professionals.

Updated from firm website on 10/30/20


ASM & Company, PC

If you are looking for a blend of personal service and expertise, you have come to the right place! We offer a broad range of services for business owners, executives and independent professionals. We are experienced and friendly. Please call us for a free initial consultation.

Updated from firm website on 10/19/20


CPA Attorney Tax and Financial Services

CPA Attorney was founded by D. Lenny Whiting, a tax, financial, and estate planning professional. Lenny created CPA Attorney to bring clients a more comprehensive approach to their financial goals. Rather than getting a client in and out the door as quickly as possible like many firms, CPA Attorney stays actively involved, proactively helping clients minimize tax and achieve financial goals.

Updated from firm website on 10/5/20


Acuity CPA Firm

Acuity CPA Firm is a family owned and operated accounting firm offering a wide array of services from tax preparation and planning to bookkeeping and payroll for small to mid-sized companies. Our mission is to far exceed the industry standard in the both the quality of our work and the level of attentiveness we provide to each and every one of our clients.

Updated from firm website on 9/23/20


Peachtree CPA Group, LLC

We provide efficient, expert solutions to businesses and individuals. Our primary services include tax planning and preparation, accounting, and business consulting. We also offer a host of specialty services to cater to the unique needs of our clients. We serve a wide range of individuals, corporations, partnerships, trusts and estates, and non-profit organizations and am knowledgeable in the accounting issues and tax laws that impact our clients.

Updated from firm website on 9/23/20


Panache Financial Solutions

We provide Accounting & Tax services for small business owners, so they can dedicate their time to grow their business.

Updated from firm website on 9/23/20


Prestige Accounting Solutions

Our Vision is to become the preferred Certified Public Accounting firm for professional service providers. Prestige Accounting Solutions, LLC is composed of trusted advisors who work daily to deliver the most valuable service. While most accounting firms act retroactively, we differ ourselves and work proactively by consistently monitoring a customized tax savings strategy for each of our clients.

Updated from firm website on 9/23/20


Stephanie Franek CPA, LLC

Stephanie Franek CPA LLC provides a wide range of services to individuals, trustees, and executors. We strive to meet each client's specific needs in planning for the future and achieving their goals.

Updated from firm website on 9/23/20


Ferraro Tax & Accounting CPA

We are a full-service CPA firm licensed in the State of Georgia. We offer a broad range of services for individuals, business owners, executives, and independent professionals. We are affordable, experienced, and friendly. By combining our expertise, experience, and the energy of our staff, each client receives close personal and professional attention.

Updated from firm website on 9/23/20


Tributum CPA Group, LLC

Tributum is a Rockville, Maryland-based tax CPA firm that specializes in providing individual taxes, business taxes, financial statement preparation and trust & estate taxes for closely-held private businesses and their principals. We take pride in our ability to develop lasting relationships and serve the owners (and often their successors) throughout all cycles of their business.

Updated from firm website on 9/15/20


Cedar Chase, CPA, LLC

Cedar Chase CPA brings quality, convenience, and value together in the accounting marketplace.

Updated from firm website on 9/8/20


Glenn Puzino Jr, CPA, EA

Along with general services, I provide a range of specialty services focused on a variety of clients — ranging from non-profit organizations to businesses and institutions in every sector — as well as individuals such as school teachers, police officers, construction workers, doctors, lawyers, and any other profession that requires insightful tax preparation services. I cover any type of tax return: partnerships, corporations, estates and trusts as well as simple or complicated personal tax returns.

Updated from firm website on 9/8/20


Layton & Associates, LLC

We are a full-service Accounting firm licensed in Utah. We offer a broad range of services for business owners, executives, and independent professionals. We are affordable, experienced, and friendly.

Updated from firm website on 9/3/20


Dempsey & Company CPAs, PC

Committed to Helping You Achieve the Highest Return on Your Investment

Welcome and thank you for visiting our website. In addition to providing you with a profile of our firm and the services we provide, this website has been designed to become a helpful resource tool to you, our valued clients and visitors. Our dedication to superior client service has brought us to the Internet as we endeavor to continue to provide the highest quality professional service and guidance.

Updated from firm website on 8/25/20


Victor Emmanuel & Co, CPA & Advisor

Victor Emmanuel & Co, CPA & Advisor is the trading name for Swift Accounting & Financial Consulting LLC, a CPA licensed Firm. The Firm offers a suite of Tax, Advisory, Assurance and Accounting Services that include Tax Advisory, Income Tax Return Preparation Services, IRS Enquiry Representation Services, Accountancy & Payroll services, Audit and Attestation engagements. We partner with clients across diverse business sectors in both For-Profit and Not-for-Profit Organizations helping them achieve Stakeholders values.

Updated from firm website on 8/25/20


Baldwin Advisory

Specializing in intergenerational income tax, estate and financial planning services for corporate executives and high net worth individuals.

Updated from firm website on 8/25/20


Rebekah L. Monteith, CPA, Inc.

Professional Tax and Accounting Services


Park Bench Tax & Advice

Tax CPA, Corey Cain, has a proven record of success in solving difficult and sensitive tax solutions for a broad mix of clientele. He specializes in taxation issues advising on all aspects of federal, state, corporate, flow-through (LLCs & S-Corps), estate and trusts, and IRS controversy issues for real estate, hi-tech software, tourism, retail, professional services, and various manufacturing companies. In addition, Corey Cain works extensively with privately held-businesses and high-net-worth individuals.

Updated from firm website on 8/17/20


Bryan M. Belew CPA, PLLC

Welcome to Bryan M. Belew CPA, PLLC. We are a full-service accounting firm with offices in Donelson and Brentwood Tennessee. We serve privately-owned businesses and individuals and specialize in business development, taxes, financial and estate planning, and accounting. We have an unwavering dedication to superior client service and the highest quality professional service and guidance.

Updated from firm website on 8/17/20


Catrice James, CPA, LLC

Catrice James CPA, LLC is a boutique CPA firm that offers tax preparation services to small businesses, nonprofits, families, and individuals. A typical client is one who is passionate about their business and/or individual growth. We provide value and unique expertise to our clients by understanding and helping them achieve their business goals, while making sure their tax matters are handled properly.

Updated from firm website on 8/17/20


Proactive Financial Solutions 360, LLC

In your current financial picture you may already have a CPA, an attorney, an investment manager, and an insurance specialist that do not collectively achieve symmetry when making recommendations. Without an appropriate level of analysis, in which all aspects of your financial life are considered, costly mistakes likely will arise and pertinent tasks will be left undone. With the comprehensive approach to financial planning at PFS360, we act as “Your Personal CFO”. We take a big picture approach to managing and coordinating all facets of your financial picture. This allows us to streamline the intricacies of your financial life and develop strategies tailored to your unique needs.

Updated from firm website on 8/12/20


ClarkSilva Accountants & Advisors

ClarkSilva provides tax planning and compliance, assurance and advisory services for the 21st century business. With clients across multiple sectors, including real estate, construction, manufacturing, health care, and professional services, ClarkSilva has the expertise and technology you need to keep your company in great financial health.

Updated from firm website on 8/12/20


Laurie Rogers, CPA, PLLC

Relationships are the lifeblood of our business. We take the time to understand your individual needs to best serve you. We strive to build strong, long-lasting relationships because we are looking forward to working with you again and again.

Updated from firm website on 8/7/20


TC Strategies, PLLC

We offer transparency to our clients, be it helping them understand the process for resolving tax debt so they have realistic expectations for solving their specific tax problems or other services we offer. Our role is to negotiate the lowest possible IRS payment amount allowed by law, and we will not allow a client to retain our firm’s services unless the taxpayer is a legitimate candidate for tax relief.

Updated from firm website on 8/7/20


Blue Moon, CPA

Blue Moon, CPA, PA, based in Orlando, FL, provides a full range of tax, bookkeeping, and business services, either in your facility or at our location.

Services include, but are not limited to:

• Bookkeeping

• Tax Preparation and Advising

• IRS Representation

Updated from firm website on 8/3/20


Badman & Associates, PA, CPA

Badman & Associates, PA, CPA is a full-service accounting firm serving clients throughout the Clearwater area, dedicated to providing our clients with professional, personalized services and guidance in a wide range of financial and business needs.

Update from firm website on 8/3/20


Lawrence J. Percoco, CPA, PA

We are a full-service CPA firm licensed in FL. We offer a broad range of services for business owners, executives, and independent professionals. We are affordable, experienced, and friendly.

Updated from firm website on 7/31/20


REG & Advisors, CPA, PA

REG & Advisors, CPA, PA is licensed in FL and specializes in Tax and Accounting services. We are professional, experienced, and affordable. We offer a broad range of services for business owners, executives, and independent professionals.

Updated from firm website on 7/27/20


Lei Kong, CPA

Lei Kong CPA, PA is a boutique public accounting firm in Miami, Florida. We specialize in international taxes, estate and trust taxes, and also provide a full range of the accounting and tax services. We serve our clients who are both domestic and international.

Updated from firm website on 7/27/20


Janessa N. Valera, P.A.

Janessa N. Valera, P.A. offers a full range of U.S. tax advisory and compliance services to U.S. and non-U.S. clients, including individuals, companies, trusts, and estates. The firm is committed to delivering high-quality service with the utmost integrity and professionalism while applying valuable knowledge to satisfy client needs.

Updated from firm website on 7/27/20


Baron Strohmenger, LLC

Headquartered in Miami, Baron Strohmenger provides a full spectrum of traditional tax, accounting, and assurance services; advisory, valuation, and litigation support; managed accounting services; and an extensive portfolio of specialty and niche industry practices. The Firm serves privately held companies, as well as nonprofit and social sector entities, high net-worth individuals, private equity funds, and hedge funds, with a focus on middle-market companies and closely held family businesses.

Updated from firm website on 7/27/20


Altman & Company, PLC

We are a full-service Accounting firm licensed in MI. We offer a broad range of services for business owners, executives, and independent professionals. We are affordable, experienced, and friendly.

Please call us today - we'll be happy to offer you a free initial consultation. Thanks for visiting!

Updated from firm website on 7/14/20


Bluemel & Dhillon CPAs, LLP

Bluemel & Dhillon CPAs, LLP is a certified public accounting firm in Sacramento, California offering a wide range of accounting and tax services for individuals, closely held businesses, trusts and estates. The firm sees every tax filing, every financial statement, and every phone call as a part of a much larger goal: getting to know a business so well that we become both an indispensable source of sound advice and a partner in our client’s long-term business interest.

Updated from firm website on 7/10/20


Varon Accountancy and Consulting

In more than thirty years of experience in the practice of public accounting, Sam has provided accounting and business consulting services to a diverse group of clientele operating in various industries involved in manufacturing, importing, wholesale, retail including e-commerce, real estate and professional service companies.

Updated from firm website on 7/8/20


Abloc Accountancy, Inc.

Our approach is both hands on and proactive with the long-term view in mind. We believe that services should be rendered with the utmost integrity and transparency. We focus on wealth preservation through the management and supervision of day-to-day financial affairs and through the implementation of short-term and long-term financial plans. As trusted advisors we are an integral and dynamic part of your team as we work directly with your other advisors, including your agent, personal manager, investment counselors and attorneys.

Updated from firm website on 7/8/20


Sorensen & Giles, PC

Every minute spent on taxes and accounting is time not spent on things that matter most.

At Sorensen & Giles, PC, being a tax accountant isn’t just about crunching numbers. It is about providing you an unparalleled level of service and guidance every step of the way. It is about redefining what you expect from your tax accounting firm. It is more than just taxes and accounting, it is about being a true partner in your success.

Updated from firm website on 7/8/20


Opdahl & Rachmanony, LLP

Opdahl & Rachmanony LLP provides quality, personalized financial guidance to local individuals and businesses. Our expertise ranges from basic tax management and accounting services to more in-depth services such as audits, financial statements, and financial planning.

Updated from firm website on 7/8/20


Damon P. Pikula, CPA

My Mission Is To Provide High Quality Tax Preparation, Income Tax Planning, And Small Business Services At Maximum Efficiency.

I am a CPA who has a passion for solving problems and helping people succeed. I provide tax and business services tailored to the individual client needs and goals. I believe in working smart and in paying attention to the details.

Updated from firm website on 7/8/20


Aragon Accounting Corporation

Aragon Accounting Corp is a high-end accounting firm that provides tax, finance and accounting services to the small business owner.  We are passionate about helping business owners become more successful.

Updated from firm website on 7/6/20


Duner and Foote

We believe in the value of relationships. We view every client relationship like a partnership, and truly believe that our success is a result of your success. We are committed to providing close, personal attention to our clients. We take pride in giving you the assurance that the personal assistance you receive comes from years of advanced training, technical experience and financial acumen. Our continual investment of time and resources in professional continuing education, state-of-the-art computer technology and extensive business relationships is indicative of our commitment to excellence.

Updated from firm website on 7/6/20


Whatnall CPA

Andrew is also a Chartered Accountant and is a member of the Chartered Accountants Australia and New Zealand organization.  Andrew has experience in most aspects of tax and accounting, including business taxation, individual taxation, trust and non-profit taxation.  Andrew also provides financial controller services for local businesses, as well as Family Office support for clients.

Updated from firm website on 6/23/20


DeepStage LLP

A CPA firm providing supercharged accounting services to line you up to reach your goals and help you react to your financial position.

Updated from firm website on 6/22/20


Brenda K. Lowe, CPA, LLC

Brenda K. Lowe CPA LLC is a boutique tax and planning service firm for individuals, families and business owners. The focus is on providing services catered to our client’s needs. Our services include tax preparation, financial planning and family office services.

Updated from firm website on 6/16/20


Rightery Accounting & Tax, PLLC

We believe that the success of our practice is built on developing and maintaining long-term relationships with our clients. We have found that this working relationship enables us to be proactive in address clients’ needs and achieving their goals.

Updated from firm website on 6/16/20


Diane Stoerhr, CPA, PLLC

Dianne founded the firm in early 2019 taking her experience in public accounting and downsizing it into a more responsive and client-focused environment. We manage a client base that allows us to focus on helping you and your business thrive.

Updated from firm website on 6/15/20


RSMCPA Corp

Our firm provides outstanding service to our clients because of our dedication to the three underlying principles of professionalism, responsiveness and quality.

Updated from firm website on 6/12/20


Diane Haselroth, CPA

With more than 25 years of public accounting experience in the individual income tax area (including estate and trust tax planning), Diane applies her expertise to her passion for assisting families. Her convenient at-home financial concierge services help seniors and individuals going through personal life transitions with bill pay, budgeting, tax data organization, tax return preparation, divorce finances, medical refund claims, and more.

Updated from firm website on 6/10/20


Davidson CPA

We have over 20 years of accounting experience in both public and corporate accounting. Some of our technical experience includes financial statement and compliance audits, financial statement preparation, income tax preparation (individuals, businesses, estates & trusts), income tax planning, small business consulting, bookkeeping, and strategic planning.

Updated from firm website on 6/9/20


Brian D. Marino, CPA, PLLC

A local, Phoenix-area CPA, Brian Marino’s primary objective is founded on one simple principle: helping his clients achieve financial success while providing the most effective tax options to both business owners and individuals.

Updated from firm website on 6/9/20


Trumble Financial CPA

If you're looking for a reliable, innovative CPA firm to help your Scottsdale business thrive, look no further than Trumble Financial CPA. Our team of accountants caters to small businesses of all industries with accounting, tax help, and business consulting backed by years of experience and a passion for your success.

Updated from firm website on 6/9/20


Jeremy S. Sweet, LLC

Jeremy S. Sweet, LLC. is a full-service provider of tax, bookkeeping, and other financial services for all types of businesses and also for individuals. Our founding partner believes that behind every business and individual is a crucial demand for service and professional assistance from someone who cares about their needs and addresses their concerns as a top priority.

Updated from firm website on 6/5/20


Sears and Boon CPA

Sears and Boon CPA, a Houston CPA firm, is a full-service accounting, tax planning, tax preparation and business advisory firm. We partner with you to identify the goals and objectives you have for your business and work with you to achieve those goals. Sears and Boon CPA was established to provide a comprehensive range of accounting, payroll services, tax planning and preparation and advisory services for small businesses and individuals in Houston and the Gulf Coast Region.

Updated from firm website on 6/30/20


CB CPA Tax and Advisory, LLC

We provide tax, accounting, and advisory services for individuals, C Corps, S Corps, LLCs, Partnerships, Estates, Non-Profits, and Trusts.

Updated from firm website on 6/7/20


Roger T. White, CPA, PLLC

At Roger T. White, CPA, PLLC, proactive planning is an intrinsic part of our consultative practice. Whether a client has a simple tax return or a complex structure involving businesses, trusts and other entities, our firm can collaboratively develop a plan that meets a client’s objectives and exceeds their expectations.

Updated from firm website on 6/8/20


Amani Desravines, LLC

We offer the personalized customer experience of a small firm along with the expertise and capabilities of a large one. With over 25 years of combined industry experience, and hundreds of satisfied customers, Amani Desravines, LLC is the smart choice for all your individual & business needs.

Update from firm website on 6/8/20


David French & Associates, CPAs, PLLC

We are committed to providing extraordinary service while fostering lasting relationships. Our goal is to provide individuals and small businesses the invaluable insight they need to navigate the potentially complex tax code. We strive to make taxes painless while taking as much off your plate as we possibly can. We hold ourselves to the highest standards and will always go the extra mile for our clients.

Updated from firm website on 6/8/20


John S. Craite, CPA, PC

If you are looking for a blend of personal service and expertise, you have come to the right place! We offer a broad range of services for business owners, executives and independent professionals. Our rates are affordable. We are experienced and we're friendly. Please call us for a free initial consultation.

Updated from firm website on 6/8/20




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