For Profitable Small Business Owners
Stop overpaying in taxes.
Start keeping more.
You've built a successful business. Now you deserve a proactive tax partner who shows up all year long - not just in April - to make sure every dollar you've earned works harder for you.
No obligation · No IRS jargon · Just a real conversation
$10M+
Saved for clients in taxes
27
States served across the US
CPA + CTC
Certified Public Accountant & Certified Tax Coach
Year-Round
Strategy - not just tax season check-ins
Sound familiar?
You're making real money.
But you still feel behind on taxes.
Your CPA only contacts you at tax time - and even then, it feels rushed, impersonal, and one-sided.
You've heard about strategies like the Augusta Rule or paying your kids, but your CPA has never once brought them up.
You suspect you're overpaying in taxes, but you can't prove it, and you don't even know the right questions to ask.
Every quarter, estimating what you owe feels like a total shot in the dark.
You're Googling deductions at midnight when you should be resting, tired of being your own tax strategist.
You want a trusted partner who actually understands your business - and shows up like one - all year long.
I got more knowledge and answers from you in 30 minutes than I've gotten in the past 2 years from my CPA.
As a small business owner, my time is extremely valuable. But when Kimberly is doing a masterclass or Q&A, I always tune in because just ONE insight from her can be worth its weight in gold.
Who We Are
A tax firm that actually fights for you.
Hi, I'm Kimberly Tara - CPA, Certified Tax Coach, and founder of The Tara CPA Firm. I started this firm because I was tired of watching smart, successful women business owners overpay in taxes simply because no one was in their corner, proactively bringing strategies to the table.
That's not how we do things here. We are a high-touch, strategy-first firm built specifically for profitable entrepreneurs. We go far beyond tax prep - we become your year-round partner, thinking ahead, planning proactively, and making sure you're using the tax code to your full advantage.
We've helped clients across 27 states save over $10 million in taxes - not by working harder, but by using the tax code legally, ethically, and strategically. You've worked hard for what you've built. You deserve to keep more of it.
Meet the Team
The people in your corner.
You're not just getting a tax preparer - you're getting a team that knows your name,
remembers your goals, and actually shows up for you all year long.
Kimberly Tara
Founder · CPA & Certified Tax Coach
Passionate about working hand-in-hand with clients to be a resource, advocate, and trusted voice in their corner. Kimberly brings creativity, energy, and deep expertise to every client relationship.
Enneagram Type 3, The Achiever
Myers-Briggs: ENTJ, The Commander
When not working: with her kids and traveling
Becca Aviles
Senior Tax Accountant
Becca loves working in the tax world and building lasting relationships with clients that make a real difference. She brings precision, warmth, and years of experience to every return she touches.
5 kids and 3 pups at home
Based in Uvalde, Texas
When not working: at the river or with a good book
Itzel Gonzalez
Tax Accountant
Your go-to numbers gal - making sure everything adds up and helping take the stress out of your finances. Fluent in English and Spanish, Itzel brings detail-oriented focus and genuine warmth to every client.
Fluent in English & Spanish
Dog mom to Aristotle (aka Toto), a sassy Yorkie
When not working: testing recipes or exploring new destinations
What We Do
Tax Strategy. Year-Round.
All done for you.
We handle the strategy, the filings, the deadlines, and the questions - so you can
focus on growing your business and enjoying your life. No scrambling. No
surprises. No going it alone.
Year-Round Tax Strategy & Planning
We proactively identify opportunities to save you money throughout the year - not just at year-end when it's too late. Every quarter, we're thinking ahead so you don't have to.
Included in every package
Done-for-You Tax Preparation
Federal and state returns, handled start to finish. Accurate, on-time, and explained in plain language - no software, no guesswork, no "what does this mean?" moments.
Included in every package
Custom Quarterly Tax Estimates
Recalculated every quarter using your real, current numbers - not last year's guess. Know exactly what to pay and when, with zero surprises come April.
Included in every package
High-Touch Strategy Calls
Where we connect your tax strategy to your actual goals - growing your business, paying yourself more, hiring, investing. You'll leave with clarity and a clear next step every time.
Included in every package
Proactive Communication
We track deadlines, follow up on open items, and check in throughout the year so nothing falls through the cracks. You'll hear from us before you ever have to ask.
Included in every package
IRS Notice Support
If a letter from the IRS ever arrives, we've got it. We'll explain what it means, respond on your behalf when needed, and make sure you're never left handling it alone.
Included in every package
You shouldn't have to be the one bringing tax strategies to the table.
That's our job - and we take it seriously.
Client Love
Real words from real clients.
Small business owners who were tired of guessing, chasing unresponsive CPAs, and going it alone - who finally have the partner they always deserved.
Words cannot express how thankful I am for Kimberly! She has guided me in the potential my business has to grow. She is encouraging, helpful, and always willing to answer my questions. Without her help, my business definitely would not be where it is today. I trust her with every aspect of my business and personal life.
You are a godsend! I just have to say—you are so quick and I really appreciate your help. There's no question I ever ask that you don't get right on. Y'all really are amazing and I just love working with you!
Kimberly doesn't just know tax strategy for online business owners—she breaks it down so you can understand it too. She teaches this big, scary topic in a way that gets you excited to finally be proactive about the one thing we all try to avoid the most.
Kimberly empowered me to be less nervous about the financial aspects of owning a business, made me more confident in our potential, and tremendously increased our profitability
I can honestly say that you are the first CPA I have ever actually trusted. I always learn SO much from you. Thank you!
Kimberly shares her wealth of knowledge in an easy, relatable manner that takes the overwhelm out of tax scenarios. This was an amazing reinforcement to feel confident moving forward in my business, knowing I'm on the right path.
I feel very confident knowing you understand my goals, can see areas of improvement, and determine the best way to move forward.
I am NOT financially savvy—and knowing that I have experts in tax strategy gives me such relief. I am so grateful!
I trust her implicitly. Her drive to educate herself on new tax laws and share that knowledge with other women sets her apart from the rest.
Kimberly is the best person to talk to about taxes. She guides you to create a strategy that will help catapult you into a place that feels like you're actually making money—rather than giving it all to the IRS.
You are the freaking queen—seriously THE BEST! I can honestly say that working with this team has been one of the best decisions I've made for my business.
HOW IT WORKS
Getting started is easier than you think.
Three simple steps to go from tax stress to total clarity - all done for you.
Book Your Free Call
Schedule a no-obligation strategy call. We'll learn about your business, your goals, and where you stand right now—in plain language, no IRS jargon.
We Build Your Tax Strategy
We analyze your numbers, identify opportunities you've been missing, and create a custom plan aligned with your business and your life. You don't bring the ideas—we do.
We Handle Everything, Year-Round
From filings to quarterly estimates to proactive check-ins, our team takes it off your plate all year long. You focus on your business. We make sure you keep more of what you earn.
Who We Work With
This firm is built for your type of business
We specialize in profitable, service-based entrepreneurs. Here's who we're the perfect fit for.
You're a great fit if...
You're a service-based woman business owner (coach, consultant, therapist, creative, influencer, and more)
Your business generates $60,000 or more in profit annually
You're ready for proactive, year-round tax strategy - not just tax prep
You want a team to take this completely off your plate - no DIY required
You value clear communication, responsiveness, and a judgment-free space
You're done guessing and ready for a team that brings strategy to you
We may not be the right fit if...
Your business is early-stage and not yet generating consistent profit
You're looking for basic, low-cost tax prep with no ongoing strategy
You prefer to manage everything yourself and just need a return filed
You're not ready to invest in professional, high-touch financial support
Let's Find Out if We're a Fit
Ready to keep more of
what you've earned?
Start by telling us a little about yourself. We'll send you a short qualification form so we can make sure we're the right fit for each other - and if we are, we'll get a call on the calendar.
Serving profitable small business owners with $60K+ in annual profit · U.S.-based · 27 states and counting
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