TAX STRATEGY EDUCATION
& EXECUTION FOR CEO MOMS
Make proactive, confident financial decisions
As your financial partners, we’re committed to fostering your success through strong relationships and smart tax strategies.
About
Meet
Kimberly
Tara
CPA, CTC & PRESIDENT
Hey there, I’m Kimberly! Your resident tax strategist, mother of four, and financial nerd. Born and raised in the Greater New Orleans area, I’ve been a Louisiana girl my whole life. After graduating from Mount Carmel Academy, I attended Auburn University and received my Accounting Degree from the Harbert College of Business. Pretty soon after, I was up and running, starting my career with an internship at Frazier & Deeter LLC in Atlanta, Georgia. While there, I worked in the tax, litigation, valuation, audit, and forensic accounting practices. I am also a member of the AICPA and The Society of Louisiana CPAs.
In early 2016, my husband and I decided to move back home to New Orleans, where we now live with our 4 kids—Hunter, Gage, Beckett, and Vivienne. In May of 2016, I began my practice. Now, I get to work with amazing entrepreneurs every day, helping them maximize their tax savings. After seeing rapid growth over the last 6 years, I’m so thankful for my amazing clients and the strong relationships I’ve been able to build with them. As an owner of three businesses, I’m uniquely positioned to understand the pain points of my clients.
Testimonials
Words cannot express how thankful I am for Kimberly! She has not only helped organize my accounting but has also guided me in learning the potential my photography business has to grow in the future! She is encouraging, helpful and always willing to drop everything and answer any questions I have. Without her help, my business would definitely not be where it is today! I trust her with every aspect of my personal and business life and couldn’t imagine doing it without her guidance and knowledge!
—Brooke B
I just can't tell you enough how excited I am to work with you! I always enjoy our monthly calls which is really saying something when you're talking about taxes and finances!
