(855) 726 - 1065
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.
- Managing Partner
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.
Upcoming live webinars
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