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Trusted network

The specialists we send our clients to

Sound financial planning reaches beyond investments — into taxes, accounting, entity structure, and estates. Rather than leave you to search on your own, we introduce you to professionals we have actually worked alongside.

How we choose

Why these names, and not a longer list

A referral is only as good as the person on the other end of it. Everyone here has earned their place against three standards.

Direct experience

These are firms we have coordinated with on real client work — not names pulled from a directory. We have seen how they operate under pressure.

Genuine specialists

Each stays focused on what they do best rather than trying to be everything to everyone. Depth beats breadth when the details matter.

Responsive

They answer the phone and get back to people. A brilliant professional who is impossible to reach is not much help when you need an answer.

Trusted professionals

Who we recommend

We keep this list deliberately short. Each professional below is someone we would use ourselves.

WC
Tax & Accounting

Kevin Noles, EA, MBA

WinnCove Consulting · Orange Park, FL · Since 2017

Tax planning, preparation, and advisory for business owners.

Kevin works with business owners on the tax decisions that actually move the needle — entity selection, how owners pay themselves, and year-round planning rather than a once-a-year filing scramble. As an Enrolled Agent he can also represent clients before the IRS.

  • Business & personal tax planning
  • Tax preparation
  • S-corporation strategy & owner compensation
  • Bookkeeping & CFO services
  • IRS representation
(904) 413-8217 winncove.com
Visit WinnCove Consulting

More specialists, added carefully

We are vetting an estate-planning attorney and an insurance specialist. A name only appears here once we would send our own family to them.

We are steadily growing this network with a small number of carefully chosen specialists — in legal, estate, and insurance work. If there is a professional you trust and think we should know, tell us at your next visit.

How a referral works

A warm introduction, then it’s yours

No forms, no fees, no pressure. Just a connection to the right person.

Tell us what you need

Mention it at a review or drop us a note. A tax question, a will that needs updating, a business decision.

We confirm the fit

We make sure the professional we have in mind is genuinely right for your situation before we make any introduction.

A simple introduction

We send an email connecting the two of you. From there, the relationship is entirely yours to build.

For our clients

Need an introduction?

If you are already working with us, the easiest way to get connected is to mention it at your next meeting — or reach out any time.

Schedule a visit Contact us
Are you a professional who works with us? If we already coordinate on client work and you would like to be considered for this page, get in touch — we are happy to talk.

Why a trusted network matters to your plan

A financial plan touches tax returns, legal documents, and insurance, and no single professional does all of it well. Our trusted network is the short list of independent specialists we introduce clients to when a plan needs expertise outside our own, so the tax, legal, and financial parts of your life stay coordinated.

A trusted network supports every part of a comprehensive financial plan
Specialists in our trusted network help with the pieces outside our own practice.

How we choose who joins

We only recommend professionals we have worked with directly, who specialize in the work they do for our clients, and who respond quickly. The list stays short on purpose.

How introductions through our trusted network work

When a need comes up, we explain why we think a specialist can help, make a direct introduction, and share only the information you approve. From there the relationship is yours. There are no referral fees in either direction: we do not pay for introductions and we do not receive payment for making them.

Where the trusted network fits in the planning process
Introductions usually happen while we chart the course and set sail.
Tax specialists in the trusted network coordinate with your tax planning
Tax professionals are often the first specialist a plan needs.

Trusted network FAQ

Do I have to use someone from your trusted network?

No. If you already have a CPA or attorney you trust, we are glad to work with them. The network is there for when you need someone new.

How do I verify a professional?

For enrolled agents and CPAs, ask about their credentials and experience with situations like yours; the IRS explains tax preparer credentials. We are always happy to share why we recommend someone.

Important disclosure The professionals and firms listed on this page are independent of French Capital Management, LLC. They are not employees, agents, or affiliates of the firm. We receive no referral fees or compensation for these introductions, and we pay none — in either direction. A listing here is a good-faith referral based on our own experience, not a guarantee of any particular outcome, and it is not investment, legal, or tax advice. You are responsible for independently evaluating any professional before engaging them, and any agreement you enter into is solely between you and that professional.