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TaxNotch Your success is our top priority
Your Goals. Our Personal Commitment.

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.

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Cattleya Leya Tacas - Tax Professional & Licensed Life Agent
Your Partner at TaxNotch

Cattleya "Leya" Tacas

Owner · Tax Professional · Licensed Life Agent

Support For Every Chapter

Life is full. Let's simplify the financial side.

01 / TAX ADVISORY

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
02 / BOOKKEEPING

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
03 / WEALTH PROTECTION

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
Updated Monthly

TaxNotch Learning Center & Due Dates

Free tax planning articles, business due date reminders, and video guides provided via CountingWorks.

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