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Welcome to Tax Planners of America

Your Partner for Tax Planning in Retirement

At Tax Planners of America, we understand that retirement is a significant milestone in your life. We want you to be enjoying the fruits of your labor in your second childhood without parental supervision instead of worrying about navigating the complexities of your tax obligations.

Watch this video conversation with RPOA Founder and CEO Ken Moraif and TPOA’s Director of Tax Services, Sharla Bartley to learn more about TPOA and how Sharla’s services could benefit your retirement journey.

Why Choose TPOA?

  • Tax Advisory Services to help minimize taxes on your retirement income if possible.
  • Discounted Pricing for RPOA Clients.
  • Seamless Integration with your existing RPOA retirement planning.
  • Minimize Administrative Burden so you can enjoy your second childhood.
  • Tax-Advantaged Timing of Distributions to help make the most of your savings.
  • Property Tax Strategies (Coming Soon!) designed to reduce property tax burdens if possible.

 Contact us today to schedule a consultation and take the first step toward a worry-free retirement.

Meet the TPOA Team

Sharla Bartley, MBA

Director of Tax Services

Sharla brings a wealth of experience to the RPOA team. With over 20 years of professional experience in tax preparation and tax planning, she also has years of experience in various leadership roles within the tax industry. Sharla has developed tax software and even contributed as an original designer of a tax planning app. We believe her deep understanding of the complexities of taxation and her creative mindset make her an asset in helping individuals turn obstacles into opportunities during their retirement journey. Sharla is committed to guiding you toward a financially prepared and fulfilling retirement.

“Sharla’s strategic thinking and passion for identifying opportunities for tax savings make her the perfect fit to lead our Tax Planners of America division. I am confident her experience and knowledge in tax planning will benefit our clients tremendously as they navigate the complexities of their tax obligations during retirement.”


– Ken Moraif

Your Retirement, Your Peace of Mind

At Tax Planners of America, we are dedicated to simplifying your tax planning and reducing your financial stress so you can make the most of your retirement years. Let us be your trusted partner on the path to a tax-efficient and enjoyable retirement.

 Contact us today to schedule a consultation and take the first step toward peace of mind in retirement.

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Tax preparation and planning services are provided by MMWKM Tax, LLC (d/b/a Tax Planners of America). Tax Planners of America is not an accounting firm. Not all services will be appropriate or necessary for all clients and the potential value and benefit of the services will vary based upon the client’s individual circumstances. Tax Planners of America and Retirement Planners of America are affiliated through common control and ownership.

Copyright © 2023 Tax Planners of America. All rights reserved. 

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RPOA Advisors, Inc. (d/b/a Retirement Planners of America ) (“Retirement Planners of America”, “RPOA”) is an SEC registered investment adviser with a primary business location in Plano, Texas. Registration as an investment adviser is not an endorsement by securities regulators and does not imply that Retirement Planners of America has attained a certain level of skill, training, or ability. The “Invest and Protect Strategy” (the “Strategy”) refers to a strategy that Retirement Planners of America fundamentally employs for its clients. Retirement Planners of America previously employed a similar strategy that it referred to as the “buy, hold, and sell” strategy or “buy hold, and protect” strategy. Past performance does not guarantee future results. Therefore, current or prospective clients should not assume that the future performance of the Strategy, any specific investment, or any other investment strategy that Retirement Planners of America recommends will be profitable or equal to past performance levels. All investment strategies have the potential for profit or loss. References to recommendations made under the Strategy that predate 2011; and statements such as and similar to: “we told our clients to be out of the market in 2007 and 2008,” “we told our clients to get back into the market in 2009,” and “clients that followed our advice were out of the market in 2008;” refer to strategies collectively employed and recommendations collectively made by Retirement Planners of America’s principals while employed at Eagle Strategies, LLC., and also at Cambridge Investment Research Advisors, Inc. Three of the five principals remain as principals today, including the Retirement Planners of America’s founder, Ken Moraif. Retirement Planners of America has been employing the Strategy since its inception in 2011. Therefore, any references to Retirement Planners of America’s performance or its investment advisory recommendations predating 2011 generally refer to recommendations made by Retirement Planners of America’s principals at the respective other firms described above. Like all investment strategies, the Strategy is not guaranteed. It is possible that it can incorrectly predict a bear market (generally accepted as a 20% drop in a market index), which has, in-fact, happened before at Retirement Planners of America and affected its clients accordingly. When the sell / “protect” portion of the Strategy is implemented, affected investors will incur transaction costs and taxable accounts will incur tax consequences. However, when implementing that portion of the Strategy, Retirement Planners of America believes that the benefit of avoiding bear markets outweighs the burden of these transaction costs and tax consequences. Retirement Planners of America is not an accounting firm or a law firm. The receipt of personalized and tailored services, or access to financial or professional resources should not be construed as a guarantee of a particular outcome. Comprehensive or holistic financial planning indicates that financial planning will be informed by the material financial and investment circumstances of the client, as communicated by the client to Retirement Planners of America but may not consider literally all aspects of a client’s financial affairs. Not all services will be appropriate or necessary for all clients, and the potential value and benefit of Retirement Planners of America’s services will vary based upon a variety of factors, such as the client’s investment, tax, and financial circumstances and overall objectives. Not all services will be appropriate or necessary for all clients, and the potential value and benefit of Retirement Planners of America’s services will vary based upon a variety of factors, such as the client’s investment and financial circumstances, the client’s tax bracket, the nature and amount of the client’s employer and outside benefits, the client’s level of cooperation and communication, and the client’s overall objectives. Retirement Planners of America will generally upon the accuracy and completeness of the information provided by the client when providing advisory services. The receipt of personalized and tailored services, access to financial or professional resources, or the experience or expertise of an adviser should not be construed as a guarantee of a particular outcome. Market commentary is intended for convenience, educational, and informational purposes only and should not be construed as individualized advice or recommendations. The discussions contained on this page are not a substitute for investment advice from a professional adviser. Readers should not use this content as the sole basis for any investment, financial planning, tax, legal or other decisions. Rather, a professional adviser should be consulted, and independent due diligence should be conducted before implementing any of the options referenced. Third-party sites that are directly or indirectly linked or referenced above may collect information, including personal information relating your online activities over time and across different websites and other online services. Retirement Planners of America does not control a third-party’s collection or use of personal information or tracking technologies. Photos and images on this website are not of past or present clients of Retirement Planners of America. These photos should not be construed as an endorsement of Retirement Planners of America or its representatives by any client.

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