Attention Business Owners

We'll Save You At Least $50,000 In Taxes In 14 Days Completely Done-For-You, Or You Don't Pay.

You keep the CPA you trust, and we find your savings while the year is still open, then put each move in place.

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The Firm Behind The Offer

10+ years
in financial management and compliance
5+ years
as a U.S. Air Force civilian financial manager
12
five-star client reviews on Setmore
1:1
founder-led, personalized service

Is This You?

Who Is This For?

Who This Is For:

  • You own a business or a practice, and it pays you about $500,000 or more a year.
  • Your tax bill keeps climbing right behind your income.
  • You find out what you really owe in the spring, after the year is already closed.
  • Your CPA files a clean return, but nobody plans with you during the year.
  • You've heard good tax ideas before, and nobody ever put them in place.
  • You run a practice, like a medical or dental office, and want someone who knows how practices work.
  • You want to work with the founder directly and get straight answers to your questions.

This Is Not For:

  • W-2 employees with no business or practice of their own.
  • Owners who take home well under $500,000 a year.
  • Anyone who only wants a return filed each spring.
  • Anyone who wants to pay no tax at all.
  • Owners hoping to buy things they don't need just for the write-off.

100% Done-For-You

Here's Everything We Do For You

How Daisy and TR Business & Tax take you from a first call to savings on your return.

We Start With 30 Minutes

Daisy starts with a focused 30-minute call to learn how your money comes in, what you've already tried and what you want to accomplish.

We Go Through Your Returns

We dig into your returns and financials to find where you're overpaying, then show you each savings move with a dollar range next to it, before you commit to anything.

We Put Every Move In Place

We set up each move for you, start to finish, from how you pay yourself to a retirement plan built for you and the timing of big purchases.

We Build The Paper Trail

We keep the paper behind every move, like signed plan papers, equipment invoices with the date it went into use and receipts, and helping you understand and answer IRS letters is already part of what we do.

We Work Alongside Your CPA

You keep the CPA or bookkeeper you already trust. We work right alongside them, or on our own if you prefer, and handle the planning they don't have time for.

We Stay With You All Year

Our year-round advisory keeps your strategy on track as your income and business change, and we stay with each move until the savings show up on your return.

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On The Record

Does It Actually Work?

“
We have worked with TR Business & Tax for our business needs and they have been amazing. Very thorough and to the point. Any questions we have, they are always willing to answer. If you're looking for upfront and honest, TR Business & Tax is the place to go!
CU
Christina U.
Client Review
“
We have been with TR Business & Tax for a few years now, and it has been the best decision we have made. We are well taken care of, with fast responses, and it has been a delight working with them for our business and personal taxes. Highly recommended.
FR
Felicia R.
Client Review
“
Working with Daisy was easy and convenient. I live in Georgia and she assisted me virtually. She is very thorough and knowledgeable.
JH
Jasmine H.
Client Review

Still On The Fence?

Frequently Asked Questions

Do I have to replace my CPA?+
No. Keep them. We work right alongside your CPA or bookkeeper and focus on planning during the year, while they keep filing like always. Most preparers see your numbers between February and April, and a lot of the moves that change a year's bill have to happen by December 31st.
Is $50,000 realistic for me?+
It fits owners and professionals taking home about $500,000 or more, with a business or practice in the mix. If you take home well under that, or almost all your income is salary from a job, there usually isn't enough tax in the bill to cut $50,000. Before you commit to anything, we show you where the savings should come from, with a dollar range next to each move, and if the numbers don't reach $50,000, we tell you straight.
When do I actually see the savings?+
We put the moves in place for you, and the savings show up when that year's return is filed. Many of the moves that change this year's bill have to be in place by December 31st, so the sooner we look at your numbers, the more we can still do. We stay with each move until you actually pay less.
Is this going to get me audited?+
Nobody honest can promise you'll never get a letter. What keeps a real move clean is paper, like signed plan papers, invoices and receipts, and we build that file as we go. Helping people understand and answer IRS letters is already part of what we do.
Do I have to spend money to save on taxes?+
No. Buying something you don't need just for the write-off is a mistake, because you'd spend $40,000 to save about $7,500. The moves that count are choices you already have as an owner, like how you pay yourself, the size of your retirement plan and when purchases you were already making happen.
How much does it cost?+
Your fee is quoted up front on the strategy call. And if we don't have at least $50,000 in estimated tax savings in place for you within 14 days, you don't pay.
Do you work with owners outside Alabama?+
Yes. Our office is in Montgomery, by appointment only, and Daisy also works with clients virtually. One of our clients lives in Georgia, and Daisy assisted her virtually.
What happens on the strategy call?+
Daisy asks three easy questions: how most of your money comes in, what's coming up in the next year and who else touches your money. Then she gets into your numbers. If it's a fit, you'll see what happens next, and if it isn't, you'll still leave with a clearer picture.
Book A Strategy Call
One Last Step

Want To See Where Your $50,000 In Tax Savings Would Come From?

On the strategy call, Daisy asks how your money comes in, what's coming up this year and who else touches your money. Then she goes through your numbers and tells you straight whether $50,000 is realistic for you.

Book A Strategy Call

The case studies and results on this page are real but are not a guarantee of future results. Every business and tax situation is different, and outcomes depend on your income, structure and timing. This site is not affiliated with or endorsed by Facebook, Instagram, Google or any other advertising platform.