Bio: CFP®, EA, CTC. Problem-solver. Founder of Watts Advisors VFO. Tax Plan IQ.

Bio: Strategic Tax Services helping CPAs & Advisors unlock tax savings wealth building though Cost Segregation, Energy Credits & Advanced Tax Incentives.

Bio: Tax Strategist working for my clients to help their dreams come true via IRS tax laws.

Bio: I’m the founder of a client-first advisory platform focused on tax-efficient planning, risk management, and wealth transfer strategies.

Bio: Breakwater Accounting & Advisory

Bio: I fix financial roadblocks for business owner and get them the cash flow and profit they need to run their businesses and enjoy their lives.

Bio: I'm a non-traditional financial advisor who helps businesses and individuals secure their financial future.