Our Services
The new wave of financial wellness is in town.
Who should work with Kimberly & The Tara CPA Firm?
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Around here, we’re about building true partnerships. If you’re a business owner ready to feel seen, heard, and understood when it comes to your financial wellness, then we’re the firm for you. You’ll never be left in the dark about your tax and financial strategies.
Together, we’ll:
✓ Build the foundations of your business’ finances to minimize income tax while maximizing profits
✓ Align your personal and business financial goals to craft a unique roadmap to success
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✓ Streamline your financial and tax practices to save that “oh, no!” moment when April rolls around
Throughout our history of working together, Kimberly has continously served as a resource, sounding board, and friend, making the experience a truly one-if-a-kind relationship. I trust her implicitly to advse me professionally and personally. Her attention to detail and drive to educate herself and delve into new tax law implications and situations sets her apart from all the rest!
~Tara Waldron
Which package best describes your business?
ESSENTIAL
TAX STRATEGY
You're ready for foundational guidance to decrease overall taxes paid in an easy-to-digest, approachable manner.
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Ideal for businesses with annual revenues between $60k - $191k and 1 income stream.
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CPA on Retainer for Tax Support
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Tax Preparation (Individual + Business)
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Annual Tax Strategy Call
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Office Hours
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Quarterly Estimate Review
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Deadline Reminders + News Alerts
EXPANDED
TAX STRATEGY
You're making more money now and it's time to get serious about keeping more of it in your pocket.
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Ideal for businesses with annual revenues between $192k - $468k and 2-3 income streams.
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CPA on Retainer for Tax Support
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Tax Preparation (Individual + Business)
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Biannual Tax Planning Calls
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Quarterly Estimate Calculations
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Reasonable Owner's Compensation Review
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Retirement Contribution Analysis
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Deadline Reminders + News Alerts
ELITE
TAX STRATEGY
Reserved for clients looking for a fully customized tax plan with dedicated, high touch support.
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Ideal for businesses with annual revenues over $469k and multiple income streams and/or businesses.
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CPA on Retainer for Tax Support
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Tax Preparation (Individual + Business)
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Fully Customized Tax Savings Plan
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Kickoff Tax Strategy Call
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Year End Planning Call
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Quarterly Check-in Calls
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Tax Research + Notice Responses
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Quarterly Estimate Calculations
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Reasonable Owner's Compensation Analysis
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Retirement Contribution Analysis
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Net Worth Analysis
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Deadline Reminders + News Alerts
At The Tara CPA Firm, we don’t believe in competition.
We strive to be a business partner, a resource and a friend to our clients. Our mission is to help business owners grow and prosper while always maintaining our core values of family, trust, ongoing education and a welcoming environment.
Your success is our success.
As women, and especially as mothers, we have a responsibility to lift each other up. I started this firm because I wanted to offer a different kind of service. I was tired of the typical male-dominated, ego-centric financial industry and wanted a place where women, mothers and business owners could feel safe while going through one of the most vulnerable processes: tax time.
We go above and beyond to not only help you during tax season, but to give you proactive advice and strategies to help you earn more while keeping more.
I’m not just a CPA. I’m also a Certified Tax Coach
...which means I will provide you with a plan of court-tested, IRS-approved strategies to minimize your taxes.Many others in my field will simply settle for after-the-fact planning. Too often, that means outdated information, nasty surprises on April 15th, and zero feeling of control. We don’t do that here. Instead, we provide ongoing consulting and proactive solutions. That means you get to enjoy total confidence in knowing you pay the least amount of tax possible while working to achieve your dreams—both personal & professional.
These aren’t cookie-cutter strategies recycled from client to client, year after year.
These are customized action plans and strategies with only one goal in mind: to ensure you reduce your tax bill as much as possible to keep the maximum amount of profit. We don’t do your taxes and disappear. Tax time isn’t really something that happens once a year — tax time is all the time, and we’re here to support you in that.
Working with Kimberly empowered me to be less nervous about the financials aspects of managing a growing firm, made me more confident in our potential, and this has tremendously increased our profitability.
~Lisa Chmiola, Fablanthropy LLC
