Company details

We only use US-based licensed CPAs and EAs - Our tax preparer "pool" is 100% licensed CPAs and EAs only with an average 12 years of tax experience (minimum of 3 years required) with a diverse background of experience and tax specialties.

Tax Returns Prepared - Our CPAs and EAs prepare individual, business, exempt, trust and estate tax returns and also prepare tax research projects.

  • Todd Steinberg
    • Managing Partner
    • SAM

    Todd Steinberg brings more than 20 years of experience emphasizing all aspects of sales & marketing in the accounting & tax industry. Specializing in working with accountants, Todd is well-versed in a variety of areas including: sales coaching, mergers & acquisitions, practice management, and integrating financial planning into a tax practice.

    Todd is sought after speaker at regional and national conferences as a thought leader in the accounting industry. Todd is passionate about sharing his experience with accountants and financial advisors in an effort to help them develop strong strategic partnerships.

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