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.

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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.