Tax Filing Professionals to Know 2025

James is a CPA, IRS Enrolled Agent, and Tax Resolution Specialist at CanvaTax (canvatax.com), where he helps individuals and businesses resolve complex tax issues including IRS debt, back taxes, and penalty relief through programs like the IRS Fresh Start Initiative. With hands-on experience navigating IRS negotiations and tax compliance, James provides practical, results-driven guidance to clients facing financial uncertainty.

Geoff Knight is the founder and CEO of File Tax online. This IRS-approved e-file provider serves more than 2.5 million accounts. Geoff has 25 years of experience. He supports small businesses and individuals in making tax compliance easier. He manages a team that improves deductions and solves complex tax problems.

Steven J. Cashiola is a California-based Certified Public Accountant who advises individuals, small businesses, and real estate investors on advanced tax strategies and compliance with IRS regulations. His practice emphasizes planning with an eye toward minimizing risk and maximizing efficiency. With 25 years of financial experience, he has been exposed to various tax scenarios. This exposure fueled his curiosity and drive to research and implement the strategic tax support and planning that he eagerly shares with his clients.

I am a Director in the Tax Department at CMP’s Logan office, part of an award-winning CPA firm powered by 250+ years of combined tax, accounting, and CFO expertise. I specialize in taxation for individuals and businesses, with additional focus on trust accounting and business valuations, combining technical expertise with a practical approach that helps clients navigate complex financial situations with clarity and confidence. Building strong client relationships is one of the most rewarding parts of my work, and I enjoy making complicated tax and accounting matters feel simple and manageable. I earned both my bachelor’s degree in accounting and my Master of Taxation from Utah State University. I am licensed as a Certified Public Accountant in Utah and hold the Certified Valuation Analyst credential. I stay active in the profession through involvement with the AICPA, UACPA, and the Northern Chapter of the UACPA. Outside the office, I enjoy playing golf and spending time with my family.

James A. Kraehenbuehl is an experienced business attorney, tax lawyer, and executive who has represented hundreds of clients, from individuals with simple tax preparation to global companies with complex legal issues. He started his own firm, Mid-Atlantic Law and Tax, so that he may partner with clients to help them grow and achieve their goals by addressing the annual need for tax preparation, assisting clients in mitigating and managing legal risk, and using financial data to help clients manage and improve their businesses. James’ experiences and the foundation of his family’s accounting business, which has prepared taxes for clients and advised clients on tax issues for over forty years, have enabled him to become this strategic and valuable partner. As a tax attorney, he has worked with clients to prepare simple to complex returns as well as resolve various inquiry letters or tax audits from the IRS and state equivalents. Moreover, in his prior experience as general counsel and executive for a U.S. defense prime contractor, Fincantieri Marine Group, James has directly managed and assisted his clients manage the wide variety of legal risks that businesses face. This includes issues such as managing contracting risk through negotiation and building good templates, investigating and resolving personnel-related risks, managing corporate structures and formalities, as well as managing environmental issues identified in industrial manufacturing settings. James started practicing law at Boies Schiller and Flexner LLP, a nationally known and respected litigation firm. Here, he represented a variety of individuals and major corporations in matters before regulatory agencies and litigated commercial and governmental disputes before a variety of state and federal courts. Prior to the law firm, James served as a law clerk to Judge D. Brooks Smith of the U.S. Court of Appeals for the Third Circuit. He graduated from the University of Chicago Law School with Honors and of the Order of the Coif. While there, he served as Managing Editor of the University of Chicago Law Review and won the school’s moot court competition.

Jere Salmisto is the founder of CalcFi, a free personal-finance calculator platform where every formula traces to a primary public source — IRS publications, Federal Reserve series, Treasury tables, Bureau of Labor Statistics, CFPB, and HUD. He also runs Autonomatica, a studio building quantitative-automation systems, backtesting pipelines and rule-based decision tools. Before CalcFi he was CEO at Topair Nordic (industrial sales and operations) and led B2B commercial execution across multiple companies. That operator background shapes how he writes about finance: numbers must reproduce by hand, sources are cited on the page, and tools are free forever. Available for commentary on consumer finance, paycheck/tax/mortgage math, retirement planning, systematic trading logic, finance-tool usability, and anything business and motivation-related. Independent researcher (ORCID 0009-0000-0916-8684). Curator of CalcFi Open Data — 34 free CC-BY-4.0 financial and macro time series mirrored daily from FRED, BLS, BEA, US Treasury, FDIC, EIA, World Bank, and CoinGecko. Archived with permanent DOIs at Figshare (10.6084/m9.figshare.32332290), Zenodo (CERN-backed), OSF, Kaggle, and Mendeley Data. A methodology paper on k-anonymized calculator-run aggregates is currently under SSRN review. Finnish/Estonian founder commenting on published IRS, CFPB, Fed, and BLS primary sources. Not a licensed US CPA or tax attorney.

Ines Zemelman is an IRS-authorized enrolled agent (EA) with over 30 years of experience in US Business, International, and Expatriate Taxation. As the Founder and President of the TFX tax advisory firm, she is dedicated to helping US expatriates and small businesses stay compliant.Tax services for US small businesses: https://tfx.tax Tax services for US expatriates: https://www.taxesforexpats.com Specialties: Business Taxation, Expatriate Taxation, International Taxation, US Non-resident Taxation

Taxx Resolution Inc - Get the IRS off your back!Our typical client is an individual taxpayer, a self employed business or a small business who is behind in filing their taxes AND/OR has a balance due to the IRS and can't write one check to pay it off. or someone who is behind in their Tax Obligations and are under a threat of their assets being taken away. We offer a three step IRS Resolution Process:Step 1: Analysis of what the IRS has on you. Step 2: Tax Compliance and past Tax FilingsStep 3: Resolution: Negotiate the best possible Settlement under LawWould you go to court without an attorney? ....then why would you represent yourself before the IRS?Taxx Resolution Inc - call us 331-215-7663. Dont suffer any further! Amit is an Enrolled Agent credentialed with the IRS. As an Enrolled Agent and a seasoned Entrepreneur, he brings a wealth of experience and a commitment to assisting small businesses in achieving financial peace of mind. In today’s dynamic economic environment, businesses, particularly small enterprises, often find themselves entangled in intricate tax matters that demand specialized attention.From IRS disputes and audits to tax debt resolution, he helps alleviate the burdens that can impede the growth and success of businesses. With a keen understanding of tax laws and regulations, he strives to provide solutions specific to the client’s situation.

Burak Genc is an Enrolled Agent and the founder of Arc & Ledger Accounting, a U.S.-based tax and accounting firm serving individuals and small business owners. He specializes in individual and small business tax compliance, IRS notices, and practical tax strategy for entrepreneurs, freelancers, and first-generation business owners. Burak works closely with clients navigating Schedule C businesses, single-member LLCs, and multi-state considerations, with a particular focus on California tax issues. Known for translating complex tax rules into clear, actionable guidance, he helps clients stay compliant while making informed financial decisions. In addition to tax preparation, Burak advises clients on year-round tax planning, business structure considerations, and responding to IRS correspondence. He frequently educates business owners on common tax mistakes, misconceptions, and best practices.

After 30 years inside the IRS, I retired under the Elon-Musk deal and opened my own tax and bookkeeping business. I see tax strategy and tax compliance from a lens of experience and work tirelessly to protect my clients and help them grow their business.

Caleb J. Moyer is the owner of Moyer Tax Services in Omaha, Nebraska. He is an Enrolled Agent, authorized to represent taxpayers before the IRS, and also holds the Certified Financial Planner® certification and the Chartered Financial Analyst® charter. That combination gives him an unusually practical perspective on tax and financial planning questions. He prepares and files individual returns year-round while also understanding the retirement, investment, and family decisions behind them. Rather than discussing tax policy only in the abstract, he can explain how a rule actually shows up on a taxpayer’s return and what it can mean in dollars. Caleb can speak to filing-season changes, IRS notices and audits, self-employment and gig income, home sales, rental property, multi-state and remote-worker filing, retirement account distributions, education and family tax credits, and the practical effects of new tax legislation. Because he works directly with taxpayers, he can provide the concrete examples reporters often need: where filers get tripped up, how a rule works in real life, and what a tax change may cost or save an individual or family. Based in Omaha, Caleb serves clients nationwide and is available by phone or email for short-deadline media requests.

Jon is a Certified Financial Planner with 8 years of experience working with individuals and families from all walks of life. He has also completed the Certified Investment Management Analyst and Enrolled Agent designations, and specializes in tax strategies and portfolio management.

I am a Certified Public Accountant and owner of Monaco CPA, based in Livingston, New Jersey. My practice covers cryptocurrency taxation, small business accounting, NJ state tax planning, and individual tax preparation for clients in New Jersey and nationwide. On the crypto side, I work with investors and businesses navigating 1099-DA reporting, cost basis reconstruction, DeFi and staking tax obligations, and prediction market tax treatment. I also advise NJ small business owners on entity structure, estimated taxes, S-Corp elections, and the BAIT election. I've been quoted as a subject-matter source in Yahoo Finance, Nasdaq, GOBankingRates, BeInCrypto, Better.com, and BlockTelegraph on topics including the One Big Beautiful Bill Act, crypto tax traps, property taxes, charitable deductions, and tax refund surprises.

An accomplished executive with over fifteen years of diversified financial and business advisory experience with a broad spectrum of public and privately held companies. A CPA with Big Four accounting experience, who has exhibited strong analytical and communication skills and a demonstrated ability to interact with all levels of the management team while delivering prompt solutions to challenging business issues. A tax lawyer with more than twenty years of experience, who has extensive experience in tax research, litigation, planning, and implementation. Strategic financial management experience in the following areas: financial reporting and analysis, budgeting, forecasting, financial modeling, treasury and cash management, cash flow analysis, bank loan and credit facility securitization, and risk management. Specialties: Financial Accounting Tax Corporate Law

Leo Marzen is a Managing Partner and Co-founder of Bridgewater Advisors with over 30 years of experience in complex wealth management. A triple-credentialed expert (CPA, CFA, CFP®) and Barron’s-ranked advisor, Leo bridges the gap between sophisticated financial theory and practical, tax-efficient execution. Inspired by an entrepreneurial upbringing in his family’s hardware store, Leo’s pragmatic approach focuses on utility and foresight. He is a sought-after expert for commentary on Tax-Efficient Innovation (Direct Indexing, Tax Loss Harvesting), Estate & Advanced Gift Planning (GRATs, Family Gifting), and Real Estate Optimization (1031 Exchanges, DSTs). Leo is dedicated to providing fiduciary-aligned perspectives on generational wealth transfer and integrated family tax planning, stripping away industry jargon to provide clear, actionable insights for high-net-worth families, individuals, and media outlets alike.

I provide tax planning, IRS representation, and advisory services to individuals and closely held businesses through my firm, Hellman & Associates. My practice focuses on clients with complex tax situations — multi-state filers, business owners navigating entity structure decisions, and taxpayers facing IRS or state agency issues. I am an Enrolled Agent and Certified Fraud Examiner, with designation as an NTPI Fellow through the National Association of Enrolled Agents. My work has been cited in Newsweek, Yahoo Finance, DailyMail, Schaeffer's Investment Research, EA Journal and other national publications. Hellman & Associates is a fully virtual practice based in Los Angeles serving clients nationwide.

Nick Aiola is a CPA and the founder of Aiola CPA, PLLC, a fully virtual firm specializing in tax strategy for real estate investors. He works with high-income and high-net-worth investors who want proactive tax planning. Nick's focus is real estate taxation, and he goes deep on the strategies that matter most to investors: short-term rentals, Real Estate Professional Status, cost segregation, bonus depreciation, 1031 exchanges, and passive activity loss rules. He can break these topics down in plain language, which makes him a strong source for stories aimed at both seasoned investors and people newer to the space. What sets Nick apart is that he is an active real estate investor himself, with experience in long-term rentals, short-term rentals, and syndications. That means he speaks about tax strategy with two perspectives: the technical expertise of a CPA and the firsthand insight of someone making the same decisions his clients face. Nick is available to comment on a wide range of real estate and tax topics, including tax strategy, tax law changes and how they affect investors, year-end planning, and common mistakes investors make at tax time. He is comfortable translating complex tax concepts into clear, usable takeaways for articles, podcasts, and interviews. Outside of work, Nick enjoys spending time with his family, including his son and daughter, cooking, cheering on the New York Yankees and Tampa Bay Buccaneers, exploring new investment opportunities, and continuously building new skills.

Melissa Korber is an Enrolled Agent and the founder of Tax Leverage Group, a premier tax strategy and wealth optimization firm for high-performing entrepreneurs and wellness founders. As a Tax Strategist and Financial Architect, Melissa helps six- and seven-figure business owners cut taxes, increase profit, and design exit strategies that turn their businesses into lasting wealth vehicles. With over 25 years of experience in financial leadership, Melissa has managed and analyzed more than $36 billion in government and private sector funding. Before launching her firm, she served as a national financial manager within the U.S. Department of the Interior, where she led budgeting, forecasting, and strategic planning initiatives that shaped billion-dollar federal programs to include negotiating project approvals with White House teams. Her proprietary framework, the Triple Leverage Code, helps founders legally and strategically reduce their tax burden by up to 50% while compounding personal wealth and protecting their long-term freedom. Known for her clarity, precision, and ability to simplify complex financial concepts, Melissa has become a trusted voice in the growing field of advanced tax strategy for entrepreneurs. Today, Melissa works with business owners nationwide to align their business structure, cash flow, and investment strategy into one cohesive wealth plan. She is frequently sought for expert commentary on small business finance, tax efficiency, and exit planning. Signature Expertise: Advanced Tax Strategy & Entity Optimization Strategic Exit & Wealth Planning Profit Architecture & Forecasting High-Income Entrepreneur Tax Reduction Medical & Wellness Practice Structuring Mission Statement: To help founders keep more of what they earn, redirect money with strategic intention, and build businesses that reinforce their wealth, not drain it.