Passionate about taxes, I specialize in helping individuals maximize their returns during tax season. With expert knowledge of tax laws and regulations, I ensure each client receives the maximum refund possible. Let me guide you through the complexities of taxes and optimize your financial outcomes.

I’m a CPA with over 5 years of Big 4 public accounting experience helping anyone from Fortune 500 companies to teenagers looking to start on their financial journey in auditing, advisory, FP&A, financial planning and strategic investment allocation. In my free time I trade stocks, options and crypto which I’ve been doing for almost a decade. I’m also a BJJ blue belt, avid traveler, and try my best to provide practical advice on any accounting, finance, or business questions you may have. I will use all the resources at my disposal to provide the most value I can as we all are on the same path towards financial freedom!

I help business owners with their accounting and taxes so they can sleep stress free and focus on operations. I own two businesses, a CPA Firm and a trucking company. So I practice what I preach. www.BuffaloFinances.com Christ is King! -Michael

Recent graduate in Taxation, founder of Tiger Tax, offering expert tax consulting services to help individuals maximize their returns. « Roaring into tax season with Tiger Tax »

I’m a Financial Analyst at a NY-based Independent Multi-Family Office, where I provide expertise on my client’s most complex financial transactions, decisions, and investments. My clients span from Mid-Market Business Owners, C-Suite Executives, Legacy Wealth Families, and even Lottery Winners. I’ve worked and consulted for multiple Fortune 500 companies and start-ups, including Broadridge Financial Solutions, NBCUniversal, and ZoomInfo, where I directly advised senior leadership on their financial and corporate strategy. With my experience and expertise, I can advise you in the following areas: Personal Wealth Advising Services: - Financial Planning - Cash Flow Management - Budgeting - Portfolio Management - Asset Allocation - Cryptocurrency - Public Markets Analysis - Equity Research - Investment Analysis Corporate Finance Advising Services: - M&A Advisory - Business Valuation - Market Research - Debt & Equity Raises - Financial Modeling - Risk Management - Strategic Financial Planning - Restructuring - Compensation and Incentive Programs Business Consulting Services: - Strategic Planning - Business Process Improvement - Operations Management - Sales and Marketing Strategies - Organizational Design and Development - Technology Consulting Career Advising Services: - Early Career Coaching/Advising - College Admissions Advising - Internship & Entry-Level Job Searches - Resume + Cover Letter Editing/Reviews - Mock Interview Sessions - Technical Finance & Accounting Training - Excel Modeling Training More About Me: Currently, I’m enrolled in Georgetown’s Master of Science in Finance program (Ranked #8 in the U.S by QS). I graduated from Stony Brook University College of Business Honors (Ranked #1 Public University in NYS & #26 Nationally by U.S News). As President of the SBU Finance Society, I led one of the largest on-campus student-run clubs. I ran various professional development events such as Resume Reviews, Mock Interviews, Networking Events, and Technical Finance workshops. I launched an undergraduate career mentorship program, where my team and I helped over 500+ students prepare for and obtain internships and entry-level jobs in the Finance field. My professional expertise lies in financial analysis & modeling, mergers & acquisitions, financial planning, and investment analysis. I have worked on multiple closed M&A deals (buy & sell-side), private equity, and real estate transactions. Witnessing my clients achieve their personal and business financial goals is what drives me to go above and beyond to provide exceptional value for them. As a trusted advisor to C-Suite Executives and UHNW Families and Individuals, I am certain I can provide the same value for YOU! Let’s discuss how I can help you grow your career, net worth, and business!

I deliver fractional CFO and technical advisory services designed to directly impact the bottom line with high ROI opportunities. I do this by combining specialized finance and accounting expertise with today’s array of automation, integration and AI technologies. Contact me today for financial or technical advice or services. See my business website here: [placeholder] With nearly a decade of experience working within FP&A ecosystems and a strong aptitude for technology, I have honed a unique skill set that allows me to serve as the intermediary between these critical functions. My expertise lies in understanding both the intricacies of financial operations and the emerging opportunities of cutting-edge technology solutions. Few other fractional CFO possess the same level of knowledge and capability in capturing high ROI opportunities using today’s suite of automation, integrations, and AI technologies. This niche cross functional skillset enables me to deliver the highest of RIO to FP&A departments and operators in need of better data visibility or the configuration of an automation solution. This skillset directly supplements my fractional CFO services, as we can see other high ROI technology opportunities throughout the business, not just with the FP&A function. I showcase my capabilities across many social media platforms to educate CFOs and executive business operators on where I can deliver value to their businesses. This is, also, not something that many other firms do. I think this is an important mechanism of any financial or technical advisory firm from a marketing perspective, but really, it’s the ‘giving back’ piece. I can say definitively that I would not be the professional, nor person, without the many creators out there from whIom I have benefited. It's time for me to start being one myself. See my Youtube Channel here: [placeholder]

Rocky Coppola MBA, CPA, ChFC®, CGMA, FLMI Hello - thank you for visiting me on Minnect. I am passionate about helping individuals, couples, and businesses achieve their financial goals. I have spent over 35 years in the business world with the second half of my time in senior-level roles such as Entrepreneur, CFO, Financial Officer, Senior Vice-President of Finance, Controller, and Head of Financial Planning and Analysis. I have also successfully coached individuals and couples through their personal financial journey via my personal financial coaching operation. My experience and unique blend of strategic planning and extensive operational experience have equipped me to provide top-of-class CFO/CSO/COO support to any size business to develop and execute their strategy. Hiring a financial coach is a big deal, and you want to make sure you’re choosing a coach who not only shares your values but who also has the right experience and expertise. I have over 35 years of experience and over that time, I acquired a number of certifications and education that I keep active today: - MBA - BSBA in accounting - CPA, Certified Public Accountant - ChFC®, Chartered Financial Consultant® - CGMA, Chartered Global Management Accountant - FLMI, Fellow, Life Management Institute - Financial Coach Master Training Certificate, Ramsey Solutions - Certified QuickBooks ProAdvisor, Online With these certifications, education, and experience in hand, I can take the complex and make it understandable. Then—and this is the important part—I can help you take that knowledge and make it actionable. This is true financial empowerment. My Financial Coaching Philosophy Financial coaching is a privilege and an honor, but it is also a tremendous responsibility. I believe people want: - A purposeful life rich with experiences - To learn and grow as individuals - Success in what they choose to pursue My role as your business/financial coach is to help you create an environment where this can happen. To do this, I am committed to: - Bringing out the best in my clients - Establishing and clearly communicating expectations - Holding my clients accountable for their responsibilities and duties - Praising my clients when they meet or exceed expectations My values guide every interaction I have —and my clients reciprocate these values. My Financial Coaching Values - Fiduciary Relationship - Open Communication - Teamwork - Integrity - Trust - Passion

I'm a third generation accountant in the family accounting firm. We are a Christian company and all our advice and solutions flow through that lens. I have a varying array of experience in the accounting and taxation fields (including technology, food service, manufacturing, healthcare, oil and gas, timber, clergy, finance, and other sectors). My goal is to simplify accounting, finance, and taxation for you. Whether it's navigating tax intricacies, clarifying financial goals, or conducting risk management. I also specialize in technology integration in business and personal finance. Let's discuss your business or personal financial goals and how you can best achieve them.

Hey there! I’m Mordechai Khaimov, a first-generation American and a CPA-turned-financial advisor. I’m all about helping people—especially immigrants and first-gen Americans like myself—find their financial footing in this complex world. Over the last decade, I’ve tackled everything from corporate and nonprofit accounting to managing hefty endowments. I’ve spent four intense years as an auditor, which sharpened my eye for the small details. These days, I focus on working with high net-worth individuals and businesses, designing personalized financial plans that cover everything from saving for retirement and analyzing insurance needs to finding smart tax strategies and smoothing out business operations. I also have a focus on business and career coaching, taking my expertise auditing companies and helping the business owners establish standard operating procedures and metrics in their business. What really drives me is my own story as a first-gen American, which gives me a special understanding of the hopes and hurdles of chasing the American Dream. I’m here to share what I know, empower through education, and help make the financial system work for you. *Disclaimer: The information provided is for coaching purposes only and should not be considered investment advice.*

I’m a wife, mother of four, Nana to two, and owner of a boutique bookkeeping/tax prep company. I’ve been in the financial services realm in different capacities for over 20 years. I’m a retired military spouse of 28 years and a reluctant homeschool mom. I have successfully launched three of our four children into the world, with the last heading into adulthood soon. I’m a traditional Catholic and I am fiercely patriotic. I have strong opinions and I don’t mince words. I’m unapologetically honest. No one will ever accuse me of being “on the fence.” I’m proud of the business I built within the midst of raising a family and homeschooling for the last 14 years. I love to share my knowledge of “how” to homeschool and all things tax related.