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Financial Planning Services CPAs

Strategic financial planning to achieve personal and business goals including investment strategies, retirement planning, risk management, and comprehensive wealth-building guidance.

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Showing 1 to 10 of 33 Financial Planning Services CPAs
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Michael R. Anliker
Certified Public Accountant
Verified Licensed
Location 5320 Twin Hickory Rd, Glen Allen, Virginia 23059
Michael R. Anliker is a certified public accountant based in Glen Allen, Virginia, with over 20 years of experience in providing tax and financial services. His specialties include financial planning, individual and business tax return preparation, as well as investment advisory services and retirement planning. With expertise in serving entrepreneurs and startups, as well as various business structures, Anliker offers tax planning and consulting services tailored to meet the unique needs of his clients.
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Alex Sears
CPA
Verified
Location Katy, Texas
Alex Sears is a licensed Texas Certified Public Accountant and the founder of Alex Sears CPA LLC, a boutique CPA firm headquartered in Katy, Texas. Since establishing the practice in 2016, Alex has built a reputation for delivering direct, year-round CPA services to small businesses and high-income households nationwide — with a focus on proactive tax planning, clean bookkeeping, and business advisory that actually influences how owners run their companies. Alex's practice centers on owner-operated businesses, particularly those structured as S-corporations and LLCs, where the intersection of business income, owner compensation, and personal tax strategy requires someone who understands all three simultaneously. Rather than siloing the business return, the bookkeeping, and the personal return across separate teams, Alex handles the complete financial picture for clients — ensuring every decision at the business level is made with its tax consequences to the owner fully understood. Beyond client work, Alex has developed deep expertise in accounting practice technology, specifically TaxDome workflow implementation. The firm offers a standalone consulting service helping other CPA firms and solo practitioners configure, customize, and optimize TaxDome — reflecting a commitment to both client-facing service and the operational efficiency of the broader accounting profession. Alex serves clients through video consultation nationwide and in-person for Houston-area businesses in Katy and the surrounding communities. Business hours are Monday through Friday, 8am to 6pm Central Time, with same-day or next-business-day email response.
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Tony J. Ennenga
Certified Public Accountant
Verified Licensed
Location Columbus, Montana 59019
Tony J. Ennenga is a certified public accountant (CPA) based in Columbus, Montana, with over 15 years of experience in various accounting and tax services. Specializing in bookkeeping services, business planning and advisory services, and corporate tax services, Ennenga handles complex tax matters, including delinquent tax filing resolution and international tax services. His service list includes tax planning and consulting, payroll processing and compliance, individual tax returns, business tax services, and general accounting services for various industries, such as healthcare, construction, and retail.
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Christopher J. Reynolds
Certified Public Accountant
Verified Licensed
Location Tucson, Arizona 85718
Based in Tucson, Arizona, Christopher J. Reynolds is a certified public accountant with over 15 years of experience providing financial guidance to individuals and businesses across various industries. His services include retirement account tax reporting and sales tax compliance, as well as bookkeeping and financial planning for small to medium-sized enterprises. Specializing in corporate tax services, delinquent tax filing resolution, and general accounting, Reynolds assists clients in navigating tax laws and regulations to ensure compliance and minimize liability. With expertise in a range of areas, including QuickBooks services, tax planning and advisory, and IRS representation, Reynolds helps clients achieve financial stability and reach their goals.
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Michael D'Amato
Certified Public Accountant
Verified Licensed
Location Red Bank, New Jersey 07701
Based in Red Bank, New Jersey, Michael D'Amato provides a range of services, including IRS representation and payroll processing, to individuals and businesses in the state. With over years of experience, he specializes in various areas, such as bookkeeping services, business planning, and corporate tax services, catering to a diverse clientele across multiple industries. Notably, his expertise extends to delinquent tax filing resolution, foreign income reporting, and forensic accounting services, providing comprehensive support to clients navigating complex tax matters.
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Michael W. Sidelinger
Certified Public Accountant
Verified Licensed
Location Shallotte, North Carolina 28470
Michael W. Sidelinger is a certified public accountant based in Shallotte, North Carolina, with over 15 years of experience providing accounting and tax services to various industries, including healthcare and real estate. His firm offers a range of services, including retirement account tax reporting, payroll processing, and compliance, as well as specialized services such as delinquent tax filing resolution and forensic accounting. Michael's expertise also includes business planning and advisory services, financial planning, and tax planning and advisory services, making him a valuable resource for small business owners and entrepreneurs. Residents of Shallotte and surrounding areas can rely on Michael's expertise in managing financial matters, from bookkeeping and incorporation to estate and gift tax services.
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Katrina P. Carrington
Certified Public Accountant
Verified Licensed
Location Jacksonville, North Carolina 28546
Located in Jacksonville, North Carolina, Katrina P. Carrington is a certified public accountant with over a decade of experience in accounting and taxation. Her expertise spans a broad range of services, including bookkeeping, business planning, payroll processing, and tax preparation, with a focus on corporate tax services and delinquent tax filing resolution. Carrington's industry experience encompasses architecture, arts, construction, dentistry, healthcare, manufacturing, real estate, technology, and various small businesses, including S-corps, partnerships, and LLCs.
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Zephrina H. Cazaubon
Certified Public Accountant
Verified Licensed
Location Atlanta, Georgia 30038
With over 15 years of experience, Zephrina H. Cazaubon is a certified public accountant in Atlanta, Georgia, providing tax and accounting services to varied industries. Her expertise includes individual and business tax return preparation, tax planning and consulting, as well as specialized services for small and medium-sized businesses, such as bookkeeping and financial planning. Ms. Cazaubon's services cater to multiple sectors, including healthcare, construction, and non-profit organizations, and she has a notable track record in resolving delinquent tax filings.
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Benjamin R. Koala
Certified Public Accountant
Verified Licensed
Location Bonita, California 91902
Benjamin R. Koala, a certified public accountant based in Bonita, California, offers comprehensive financial guidance to entrepreneurs and small to medium-sized businesses in various industries. With over a decade of experience in general accounting and advisory services, Koala provides expert support in financial planning, individual tax returns, and corporate tax services, among others. His specialization in business planning, consulting services, and incorporation and dissolution services empowers clients to navigate complex financial situations and achieve their goals.
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Douglas T. Carpenter
Certified Public Accountant
Verified Licensed
Location Melville, New York 11725
Based in Melville, New York, Douglas T. Carpenter has over 25 years of experience in accounting and taxation. His practice specializes in a wide range of accounting services, including tax return preparation for individuals and businesses, as well as IRS representation and appeals services. Mr. Carpenter's expertise encompasses bookkeeping services, business planning, financial planning, and tax consulting services, among others, and he has served various industries, including small to medium-sized businesses, family-owned enterprises, and non-profit organizations.
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