Empowering growth through expert financial planning and analysis
Our approach
Combining decades of experience with detailed analytical software, T&O can provide data about your business and how it grows. From the most granular expense line to the most significant goal you can dream of, we’ll help you learn where your company has been and take you to a growth level you never thought you could achieve.
Our services
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Advisory
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Bookkeeping
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Tax
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S-Corp Expertise
Additional Services We Offer
Lender & Investor Packages
Designed to help entrepreneurs articulate their visions effectively, facilitating access to funding and support for new ventures. By leveraging compelling narratives and strategic presentations, we enable clients to connect with potential lenders and investors.
Tax Subscription Packages
Ranging from essential tax guidance to comprehensive year-round planning. Each package is designed to meet varying needs, offering services that include personal or business tax return preparation, regular financial reviews, and strategic tax planning sessions.
Entity Election
Not sure which entity is right for you? We assist you in selecting the most advantageous legal structure, ensuring compliance with regulatory requirements while optimizing tax benefits and liability protection.
Training
Tailored support for businesses managing their own accounting needs, featuring hourly sessions that include a comprehensive overview of accounting systems, bank feed integration, and bank reconciliation processes.
Our Team
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Sarah Tatum, EA
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Anna Ortiz, CPA
Why People Love Working With Us
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The individual attention we received made us feel like more than just another client at a big accounting firm, we felt like our business mattered!
Mike Carr, Anna Jean Salon & Boutique
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Timely, easy to communicate with and very efficient. I have been blown away by their knowledge and fast communication
The Reel Harbor Theater
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They are one of the best choices we’ve made for our business. Not only are they professional and affordable, but they listen to our company’s needs and provide valuable insight.
Heike Seitz, President of Seitz Construction Service
