Reducing your tax burden through proper & proactive tax planning is my passion.
Who I am
I know what it’s like to be a business owner and that’s why I am passionate about saving money for my clients. My passion is helping clients reduce their taxes through proactive tax planning.
For the past 20+ years, I have been in public practice helping business owners with accounting and compliance tax services.
But as a born strategist, I wanted to use my natural analytical abilities more and help clients plan and implement tax strategies to reduce their tax burden. For a number of years, I have been strategically working with clients creating customized tax plans proactively and helping them save hundreds of thousands in taxes.
The average CPA spends about 30 minutes on a return and have hundreds of clients to attend to during the busiest time of the year. This is not tax planning. By doing more with fewer clients, I am able to help them be proactive planners. My ability to establish, build and grow personal relationships with my clients has contributed greatly to my success as an advanced tax planner. Because I understand my clients’ individual needs and circumstances, our personalized tax strategies are designed to create meaningful tax efficiencies and long-term financial benefit.
Who we help
Our clients want to focus on what they do best…
… and leave their tax worries to us.
Less tax
Legally keep your earned money
Better decisions
Grow your wealth & business
Rest easy
Remove tax anxiety confidently
My credentials
- Bachelor’s Degree in Accounting and Master of Science in Taxation, Florida International University
- Certified Tax Strategist (CTS)
- Certified Concierge Accountant (CCA)
- Member, American Institute of Certified Tax Planners (AICTP)
- Member, American Institute of Certified Public Accountants (AICPA)
- Member, Florida Institute of Certified Public Accountants (FICPA)
My journey
Tax compliance and planning are not a once-off event. In my career in the public accounting and tax profession, I have learned this important truth: By staying in touch throughout the year and empowering my clients with knowledge, they make better decisions and feel in control of their finances so that they ultimately keep more of what they earn and never feel they are working alone.
So many times clients have come to me in January or during tax season panicking about paying too much after the fact. Work with us and stay ahead. Taxes should not be a stressor!
My Incredible Team
While I continue to lead with my expertise in tax strategy and planning, I’m proud to introduce the incredible team members who support me. Each brings their own unique strengths and experiences, all working together to provide you with exceptional service.
Jhoslen Muñiz, CPA
Tax Strategist
Kelsey Purcell
Chief Operations Officer
Viví Sainz
Client Relations
Eddy Valdes
Senior Accountant
“Carmen Peters is a true professional in her field.”
Her tax planning advice was key in the transition of my advisory practice. The value adds are limitless and professional fees are more than fair. I learned something new on every call and meeting we held.
