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About

As a multi-business owner, I know how important a good tax strategy can be.

Yep, I’m crazy enough to own not one, but three businesses. And each one has given me firsthand insight into the importance of a good tax strategy. I not only understand and empathize with my clients — I’ve literally been in your shoes. I’ve seen the difference taxes can make on your bottom line. 

My goal as your CPA and Certified Tax Coach is to execute your financial vision, educate you on your tax position and best financial practices, and advise you on long term strategies to set you up for the highest level of success. 

Hi! I am Kimberly Tara...

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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.

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Ready to see if we’re a good fit?
Download my Services Guide!