People who read the tax code so you don’t have to

Nationally recognized tax attorney, author of 10+ books on tax planning, and founder of Tax Master Network and the Tax Architect software platform, which has trained 3,000 - 4,000 tax professionals in advisory-focused planning. Currently Chief Tax Strategist for Financial Gravity Companies and Chief Tax Planner for Excel Empire; frequent guest on CNN, Fox News, MSNBC, and CNBC, and widely regarded as one of the most widely read tax strategists in the country.

Steven co-founded SDP Personalized Planning to help business owners & entrepreneurs ensure their business success translates to personal financial success while also regaining their time. He focuses on leveraging evolving financial planning technologies and coordinating teams of financial, tax, and legal experts to continually improve outcomes for the people he works with.

Joni Wilkinson serves as Chief Operations Officer (COO), providing executive leadership and strategic oversight of the firm’s operations, client experience, and organizational execution. She drives operational strategy, strengthens processes, and ensures the firm’s people and resources are aligned to deliver exceptional results.

Joni oversees client implementation, compliance coordination, marketing, scheduling, and internal operations, maintaining the highest standards of efficiency, accountability, and professionalism. She leads a high-performing team of Dominique Ross, Marlene Trujillo, and Nikki Trahan, empowering them to execute with precision and deliver an exceptional client experience.

As a key member of the firm’s leadership team, Joni translates strategy into action, builds operational excellence, and helps position the organization for continued growth and long-term success.

Oversees the firm’s tax preparation and processing workflows, managing quality control and the pipeline between tax planners, CPAs, and implementation staff. His operational leadership ensures client engagements move efficiently to ensure timely and accurate processing.

Licensed CPA serving as the firm’s Lead CPA, providing leadership and quality oversight across all tax preparation and compliance engagements. Based in Salem, OR, John ensures consistency and accuracy across the firm’s growing CPA team.

CPA supporting the firm’s tax preparation and compliance operations, delivering accurate and thorough filings for individual and business clients. Brings precision and professionalism to every engagement as part of the firm’s high-performing tax team.

Federally licensed Enrolled Agent authorized to represent clients before the IRS, specializing in real estate, brokerage, property management, and hospitality. Provides tax planning, preparation, resolution, and QuickBooks bookkeeping and payroll.

Tosh is a certified mediator and FINRA-certified arbitrator who defends financial and securities professionals against consumer complaints, handles state regulatory responses and FINRA 8210 inquiries, and seeks expungement of wrongful complaints. He also helps clients remove tax lien and civil judgment disclosures and gives them compliance advice they can rely on, and while his firm is based in Colorado, he handles arbitrations nationwide. Drawing on his knowledge of tax, business and contract law, he also negotiates commercial loans, commercial and residential leases, and evictions for his clients. Outside of work, Tosh enjoys working out and spending time with friends and family, including his wife of 16 years and their three active boys, who keep the family busy with soccer, gymnastics, fencing and climbing.

Matt Miller is an international tax specialist, specializing in the U.S. taxation of foreign source income, as well as planning and reporting for businesses and individuals with cross-border transactions. A graduate of the Master of Science in Taxation, with a post-graduate Certificate Degree in International Taxation from Golden Gate University, Matt has worked with hundreds of IC-DISC’s since 2012 and has managed the IC-DISC practices of two of the largest service providers in the U.S. Additional areas of U.S. international tax specialization include tax incentives on foreign sales available to C-Corporations (known as Foreign Derived Intangible Income (“FDII”)), Global Intangible Low-Taxable Income (“GILTI”), Subpart F Income, and Transfer Pricing.

Marlene Trujillo serves as the firm’s Solar HQ Liaison, specializing in solar and energy-specific strategies and compliance. She supports the firm by coordinating solar-related initiatives, navigating industry-specific requirements, and ensuring strategies align with applicable compliance standards.

Marlene serves as a key resource for the team, helping streamline solar and energy solutions while supporting accurate, efficient, and compliant client service.

Tiffany Monroe serves as Director of Accounting and Bookkeeping, overseeing the organization and accuracy of client financial records. She ensures clients’ books remain current, structured, and reliable, providing a strong financial foundation for informed planning and strategic decision-making.

Dominique Ross serves as an Implementation Client Coordinator and key client resource, driving the execution of strategic tax solutions from planning through implementation. She works closely with clients through monthly strategy meetings, providing guidance, accountability, and ongoing support to ensure their tax strategies are effectively executed and aligned with their goals.

Neggeste “Nikki” Trahan serves as an Implementation Client Coordinator and key client resource, driving the execution of strategic tax solutions from planning through implementation. She works closely with clients through monthly strategy meetings, providing guidance, accountability, and ongoing support to ensure their tax strategies are effectively executed and aligned with their goals.