More clarity.
Less worry.
Room to thrive.
Your finances are personal. Your service should be, too. Thoughtful tax, business bookkeeping, payroll, and life insurance support—so you can focus on building what matters most.
Cattleya "Leya" Tacas
Owner · Tax Professional · Licensed Life Agent
Life is full. Let's simplify the financial side.
Tax Preparation & Proactive Planning
Make sense of your return and prepare for what's next with personalized attention to your individual or business situation.
- Individual & family tax returns
- Business tax preparation
- Proactive year-round tax planning
Bookkeeping & Payroll Support
Bring order to your numbers and get a clear view of your business, with practical help along the way.
- QuickBooks Online bookkeeping
- Full-service payroll support
- Business advisory conversations
Life Insurance & Annuities
Understand your options in plain English and discuss how coverage or an annuity (IUL) fits your family's goals.
- Indexed Universal Life (IUL) policies
- Fixed Indexed Annuities
- Tax-free retirement income strategy
TaxNotch Learning Center & Due Dates
Free tax planning articles, business due date reminders, and video guides provided via CountingWorks.
Your next step is in your client portal.
Access your TaxDome account for secure document sharing, electronic signatures, messaging, and invoices.