top of page
Untitled design (1).jpg

Our Services

The new wave of financial wellness is in town. 

Who should work with Kimberly & The Tara CPA Firm?

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

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?

LITE

TAX STRATEGY

You're ready for foundational guidance to decrease overall taxes paid in an easy-to-digest, approachable manner.

Ideal for businesses with annual revenues between $60k - $191k and 1 income stream.

  • CPA on Retainer for Tax Support

  • Tax Preparation (Individual + Business)

  • Annual Tax Strategy Call

  • Office Hours

  • Quarterly Estimate Review

  • Deadline Reminders + News Alerts

ESSENTIAL

TAX STRATEGY

You're making more money now and it's time to get serious about keeping more of it in your pocket.

Ideal for businesses with annual revenues between $192k - $468k and 2-3 income streams.

  • CPA on Retainer for Tax Support

  • Tax Preparation (Individual + Business)

  • Biannual Tax Planning Calls

  • Quarterly Estimate Calculations

  • Reasonable Owner's Compensation Review

  • Retirement Contribution Analysis

  • Deadline Reminders + News Alerts

CONCIERGE

TAX STRATEGY

Reserved for clients looking for a fully customized tax plan with dedicated, high touch support.

Ideal for businesses with annual revenues over $469k and multiple income streams and/or businesses.

  • CPA on Retainer for Tax Support

  • Tax Preparation (Individual + Business)

  • Fully Customized Tax Savings Plan

  • Kickoff Tax Strategy Call

  • Year End Planning Call

  • Quarterly Check-in Calls

  • Tax Research + Notice Responses

  • Quarterly Estimate Calculations

  • Reasonable Owner's Compensation Analysis

  • Retirement Contribution Analysis

  • Net Worth Analysis

  • Deadline Reminders + News Alerts

Untitled design (2).jpg

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.

15.jpg
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. 

kelly-brito-67565.jpg
Office Desk
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
Untitled design (1).jpg
  • What is tax reduction strategy?
    As a Certified Tax Coach (in addition to being a CPA), we are uniquely positioned to bring you the most advantageous strategies to assist you in reducing your overall tax liability. These are ethical, legal and IRS-approved strategies that you can implement in your business so you can maximize your income. With our advanced tax planning, your savings will be more than our fees. As your business is rapidly growing and evolving, we'll walk side-by-side with you to ensure you're not overpaying in taxes.
  • What is included in tax preparation?
    Our team will accurately prepare your business and personal tax returns each tax season. Don't worry if you need to extend - we'll have you covered there, too!
  • What is tax research?
    While we stay extremely up-to-date with tax laws and new changes, sometimes there's a strategy that requires us to do a little more digging. We're happy to roll up our sleeves, put on our reading glasses and nerd out on the tax law so that we can properly advise you.
  • Do I need tax deadline reminders?
    Yes, let our team take the mental load off of you. You have other work to do! We will ensure you are aware of tax deadlines with multiple reminders with plenty of enough time to execute payments and filings.
  • What is tax account monitoring and notice responses?
    From time-to-time, the IRS might send you a notice requesting information or indicating a discrepancy between what you reported and what the IRS received. We are here to assist you in reviewing and responding to these notices at no additional cost.
  • How do the 'check ins' work?
    We'll meet monthly or quarterly (based on your plan) for 30 min to ensure your tax reduction plan is being fully maximized.
  • What can I expect from phone, email and / or chat support?
    We are here year round! We've heard far too many horror stories of business owners not hearing back from their tax professionals and that is just unacceptable to us. We are here to support you and respond to your questions timely, efficiently and thoroughly.
  • What does 'communication with other advisors' mean?
    Anyone from a bookkeeper to a financial advisor is a critical component to your financial health and business success. We are happy to communicate directly with these other professional advisors (with your express permission) so that you don't get bogged down in the financial talk.
  • Do I have to receive the newsletters and alerts?
    Definitely not, though we highly encourage it. We will of course always notify you individually if a tax law change is specifically pertinent to you and your business, but we highly recommend you read our newsletters to stay up-to-date. We promise they are not written in technical tax jargon and won't be too hard on your eyes.
  • What is the online portal? Is it easy to use?
    Whether you need to access your tax documents on the go, take a picture of a document on your phone or send us a message instantly, we have you covered. Our portal is secure to protect your highly sensitive information and even has an app for you to communicate with us via your mobile phone. Rest comfortably knowing you can use our online storage to keep your documents organized and secure!
  • What are the perks of being on a monthly retainer with the firm?
    You will receive high priority for booking time on our calendars or requesting additional services. All monthly retainer clients also receive a 10% discount on any other service provided by the firm that you might need from time-to-time, such as prior-year tax returns not being filed or a consult call for discussing a sale of your business.
bottom of page