Lower Your Taxes.
Take Control Of
YOur Business.
We Help Small Businesses &
Individuals:
Save Avg. $7k-$21k in taxes per year
Using proven IRS Strategies
And a pain-free process to automate the tasks you don’t enjoy
Traditional Tax Firms…
• Don’t know how to use your financial data to increase the money you have left over each month or lower your tax bill.
• They only do “historic” work instead of planning how to improve your tax & financial picture for the future.
We work with you year-round for the best possible results.
Define and adjust your personal & business priorities
Identify the specific indicators that have the biggest impact on your tax & financial “health”
Execute action steps to actually create more cash in your bank account each month.
Automate your tax, accounting, & payroll work so you can spend more time doing the things you enjoy (say goodbye to soul-crushing paperwork).
What You Get
Lowest Possible Tax Bill
We bake tax savings into every step of our year-round process so you pay the least amount of tax possible.
Personal & Business Cash Flow Plan
Each year we create & deliver a custom cash flow plan to optimize every dollar flowing through your accounts.
Neutralized Threats
We analyze your key numbers & deductions to protect you from the most dangerous threats to your money and income (including the IRS).
Automated Tax & Accounting
We full utilize technology and our strategic work together throughout the year to make your tax & accounting work a breeze.
How It Works
Strategy Call
We meet, discus what you want to achieve in the next 12 months and what's keeping you from making progress now. Then verify you're good fit for the Year-Round Method.
Roadmap
We'll create a step-by-step roadmap showing 3 options for exactly how we can help you make progress toward your goals (before you ever pay us a penny).
Onboarding
You choose the best option for you, and we get the work!
See if we’re a good match…
Download our free Client Guide.
What Our Clients Are Saying
Tim O. - Entrepreneur
True Alliance has helped me and my business in more ways than one. From stellar bookkeeping and tax prep, to business advising. They show that they care not only just for the books but the overall health of the business.
Charles T. - Entrepreneur
Retaining True Alliance services are a must if you're planning a new business or need to get your financials in order. They asked all the right questions to accurately access our needs and match them with the proper services. Daphne is a pleasure to work with. She is very professional, prompt and dependable. We owe our success in business to True Alliance Tax & Advisory. Without their help, we would still be trying to figure out the complicated world of taxes.
Case Studio
KYLA'S TESTIMONY
Get Started Today.
Don’t Waste time managing things you don’t have to.
We handle the major stuff so you can focus on
what you do best.
Book a free strategy call today.
See exactly how we can help you pay less tax.
Simplify your life & stress less.