Tailored Service, Trusted Partnership.

Ready to invest in your financial future? Whether you want to grow your business or build personal wealth, partner with a trusted professional who delivers a personalized service that will give you the clarity and confidence to achieve your financial goals.

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Welcome to TCO Accounting!

TCOA is a solo owned and operated CPA firm focused on serving individuals and the small business community. Having a lifelong passion for growing businesses and building wealth, I’ve packaged years of corporate accounting experience to bring a level of expertise that most people wouldn’t normally get to benefit from. I’ll work with you to understand your specific financial goals and provide the tailored strategy, support and insights you need to achieve them.

Accounting+Tax Service Package

  • This Controller level Review & Optimization service is designed for business owners who already have a bookkeeping process in place, but want the confidence in their numbers that comes from expert oversight. Think of it as a layer of CFO-level strategy added on top of your existing setup — without the full-time CFO cost. I dive into your current process, identify what's working (and what isn't), and give your accounting team the tools and direction they need to keep your books in top shape.

    This service includes:

    • Meeting to set expectations

    • Access and Collection of Documents

    • Transactions Review/Optimization of Accounts

    • Software Implementation (as needed)

    • Vendor 1099 Organization

    • Quarterly Close Process & Checklist*

    • Client Education* & Ongoing Support

    Client Education* Prepared clients are empowered clients — so along with clean, up-to-date books, you'll receive a free kit of ready-made tools to keep things running smoothly:

    • Documented process guide - to outline your workflow and bookkeeping responsibilities so nothing falls through the cracks

    • Quarterly close checklist - to keep your books consistent and your tax season stress-free

    • New vendor setup checklist + email template - to streamline onboarding new vendors quickly and stay 1099-ready

    Investment in this service includes 3 months of review post optimization. Pricing is custom and adjusted based on complexity and volume of transactions.

  • Your hard-earned money deserves to stay in your pocket, not go to an unnecessarily large tax bill. You’ll save thousands of dollars each year by putting the right strategies in place and ensuring you're capturing every deduction you're entitled to. When you plan ahead, there's actually time to implement the strategies that make a difference. By the time tax season arrives, everything is already taken care of — no last-minute panic, no scrambling for receipts, no surprises. Just smooth, stress-free results and more money staying where it belongs.

    Tax planning can and should be implemented for your business and personal finances. This service includes:

    • Client Questionnaire

    • Meeting to set expectations

    • Access and Collection of Documents

    • Implementation of Tax Strategies

    • Ongoing Support

    • Quarterly meetings

    Investment in this service includes quarterly check-ins to ensure you’re accurately tracking your deductions. Pricing is custom and adjusted based on complexity.

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