Tax Strategy Calls

 

Talk with a Finance Pro

Do you want to level up your small business’s bookkeeping game? Are you ready to take your hobby into a profit-making machine? Or maybe - you just don’t know where to start?

Schedule a one-on-one consultation call with one of our finance pros!

  • MEETING NOTES

    This includes everything we’ve covered during our chat, along with follow-up and action items, and select TFCFO service offerings.

  • A FLEXIBLE AGENDA

    Whatever your current money goals, we’ll make this meeting ebb and flow according to your needs.

  • EXPERT INSIGHT

    Throw away cookie-cutter advice and receive guidance specifically tailored to you and your specific financial circumstances.

Strategize for your financial goals and dreams with experienced, certified and dedicated money experts.

Chat All Things Financial Freedom with Tyler

Tyler Russell, Senior Tax Accountant, our very own financial strategist with a holistic approach. Tyler brings a balanced yet fiery energy to the world of accounting. When he's not helping clients save thousands on taxes, he's meditating or exploring nature—practices that keep him grounded and insightful. Tyler is committed to integrity and excellence.

What Our Clients Are Saying

“My experiences with Katelyn and Tyler were all pleasant, helpful, and efficient. Tyler was approachable, seemed to genuinely care about helping me understand, and was able to explain everything in simple terms which I highly value. All around great, thank you!”

Daria

“Tyler came prepared. He looked over my history prior to the call and even reached out to see if I had additional information that would be helpful to bring to the call.”

Brianna M

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