Does this sound familiar? Your business is growing, you’ve hired employees and a bookkeeper, even filed your taxes on time but still feel…completely in the dark. Your tax bill catches you by surprise and you don’t know if you should invest in your business or save every penny for the next tax bill. You wonder if you could be doing more to reduce taxes or if you can you pay yourself more. We’re here to help you get clarity and save some moolah.
We offer proactive solutions, year-round, to our clients because taxes are more than a once-a-year compliance item. We start with clean up to date bookkeeping so we can keep a pulse on your business. We understand growth periods often come with fluctuating profit margins and it’s important to have your tax team in tune to update your estimated tax payments and adjust strategies as needed. We believe in simplifying your process with one tax and accounting team, one point of contact to keep your business and wallet happy. You have a business to run, and we want to help you keep more of your hard-earned money.
You're in good hands: IRS Enrolled Agent | Certified Tax Coach | Master of Accountancy
I'm a soft spoken (but outspoken), potty mouthed, business badass. When I'm not crunching numbers and researching tax laws I'm either hitting the links or hiking up mountains.
Freebird Financial was born after 20+ years in business operations, managing multi-million dollar businesses. I needed to KNOW why my numbers differed from corporate. When I received unsatisfactory replies, I did what any logical person would do...Quit > get a Masters in Accounting > become an IRS Enrolled Agent and Certified Tax Coach. Totally normal. Now I help business owners make decisions that are advantageous today, tomorrow and at tax time.
Combine a business background with a strategic (legal-loophole-loving) tax nerd and you've got a whole lot of passion backing your business. Let's get to work!
What's included:
Monthly bookkeeping (clean, accurate, up to date)
Financial reports you can actually understand
Quarterly tax projections (so there are no surprises)
Ongoing tax strategy throughout the year
Annual tax return preparation and filing (business + personal)
Compliance tracking + reminders (so nothing slips through the cracks)
Ongoing support when questions come up
What this changes:
You know exactly what you’re making
You know what to set aside for taxes
You stop making decisions based on your bank balance
You have a clear financial picture every month
You move from reacting to planning
We don't believe in one-size-fits-all, because it doesn't.
Ongoing Tax & Financial Strategy is for California service-based business owners with $150k-1M+ in annual revenue who are done piecing this together themselves.
Most clients invest between $750–$2,000/month depending on complexity.
1️⃣ Book a call - tell us about your business and what's currently not working
2️⃣ Fit check - We review your prior year tax returns and current books to make sure we are the right team for you
3️⃣Onboard - We clean things up, take over, and build a system that works for your business
Our capacity is limited during tax season and we'll be upfront with our costs and timeline for onboarding. Talk soon!
Not ready for full-service support?
We offer an Annual Tax & Financial Strategy Package for business owners who want professional tax prep and guidance but don’t need ongoing support.
Annual tax return (business + personal)
End of year strategy session
Investment begins at $4200/year