Welcome to the Main Street Certified Tax Advisor Network

If you're looking for a trusted advisor to help you build, protect, and grow your wealth, search our network below and find the professional who best fits your needs and personality.

What is the Certified Tax Advisor Network?

Finding the right Advisor can make all the difference in protecting your wealth, reducing taxes, and building a successful financial future. The Certified Tax Advisor Network was created to help individuals and business owners connect with highly trained professionals who provide proactive tax, legal, estate, and financial planning—not just tax preparation.

Every Advisor in the Network has completed a rigorous certification program developed by Mark J. Kohler, CPA, Attorney, bestselling author, and President of Main Street Professionals, including:

  • 12 comprehensive training modules with 70+ educational classes
  • Over 30 hours of qualified continuing education
  • More than 900 knowledge assessment questions
  • A minimum passing score of 90%

The Network was established after the creation of a comprehensive education and certification program for accounting and tax professionals who wanted to better serve their clients as trusted Advisors. It was later expanded into a public directory so individuals, families, business owners, and the thousands of followers of Mark J. Kohler could more easily connect with Advisors who have completed this extensive training.

The goal is simple—to make it easier to find an Advisor whose expertise, experience, and personality are the right fit for your needs.

Ratings & Reviews

Choosing an Advisor is an important decision. To help you make an informed choice, the Certified Tax Advisor Network includes a five-star rating and review system, similar to Google Reviews, where clients can share honest, professional, and factual feedback based on their experience.

To preserve the integrity of the Network, Main Street Professionals reserves the right, in its sole discretion, to:

  • Remove Advisors from the Network.
  • Add comments or responses to ratings and reviews when appropriate.
  • Remove reviews determined to be inaccurate, misleading, defamatory, inappropriate, or otherwise inconsistent with the purpose of the Network.

When submitting a review, please remain professional, rely on factual information, and avoid personal attacks, defamatory statements, or inappropriate language.

Independent Advisors

Each Advisor listed in the Certified Tax Advisor Network owns and operates an independent business and is not an employee, agent, representative, partner, or affiliate of Main Street Professionals, LLC, Mark J. Kohler, or any affiliated company.

Although every Advisor has successfully completed the certification requirements for inclusion in this Network, each practice is independently owned and operated. Inclusion in the Network is not a guarantee of future performance, services, or results. Clients are encouraged to build a professional relationship with their Advisor based on communication, trust, accountability, and mutual respect.

While the Certified Tax Advisor Network strives to maintain high standards for participation, Main Street Professionals, LLC and its affiliated companies make no representations or warranties regarding the services provided by any individual Advisor and disclaim responsibility for the acts, omissions, or professional services of independently owned Advisor practices.

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Mark J. Kohler, CPA, Attorney, and President of Main Street Professionals

How to Use the Network

Follow these 3 steps to connect with the right Certified Advisor for your needs and start building the strategic relationship with a tax professional you've been dreaming of.

01

Search and Filter

Use our advanced search and filtering options to find advisors based on their expertise, location, and other criteria important to you. Don't worry about them being "local" to your area or even State. Find one that you can best 'connect' with personally.

02

Connect and Discover

Reach out to Advisors directly and schedule a Discovery call on their website linked in their bio to discuss your needs. In some instances you may speak directly with an Advisor, in other situations you make speak with a member of their team. 

03

Start Working Together

Many Advisors will start with an offer for a Comprehensive Consultation, Tax and Legal Review, or Strategic Plan. Whatever the term may be, this is a chance to see your Advisor in action and receive a real actionable plan you can implement with them or any Advisor.