Tax Planning & Strategy
Financial clarity, built around your business.
TR Business & Tax LLC helps individuals and small businesses build proactive tax strategies that go beyond simply filing a return. From an in-depth tax assessment to a personalized savings roadmap, we help you uncover opportunities, reduce your tax liability, and make confident financial decisions — all year round.
management & compliance
always-on scheduling
Private
across both
Tax Savings Assessment·Business Tax Planning·Annual Advisory Program·Tax Prep & Bookkeeping·
A full suite of financial services, tailored to you
If you’re paying significant taxes and haven’t had a proactive strategy review, you may be leaving opportunities on the table.
Tax Savings Assessment
A focused review of your current tax picture to identify specific savings opportunities you may be missing.
Business Tax Planning
Proactive, year-round strategy to structure your business and transactions in the most tax-efficient way.
Annual Advisory Program
Ongoing, year-round advisory support to keep your strategy on track as your business and goals change.
Tax Prep, Bookkeeping & Other Services
Core tax preparation, bookkeeping, and additional services to keep you compliant, accurate, and organized.
Four sessions to a stronger financial foundation
We walk this journey with you across a few focused sessions, so you get step-by-step guidance, accountability, and peace of mind.
30-Minute Consultation
A focused 30-minute call to understand your tax situation, what you’ve tried, and what you want to accomplish.
Tax Assessment
A deeper look at your returns and financials to uncover missed opportunities and areas where you may be overpaying.
Tax Savings Roadmap
A customized plan built around your numbers, outlining strategies that may help reduce your tax liability.
Strategy Execution
We help you put the plan into action and revisit it as your income, business, and tax situation change.
A results-driven partner for your finances
TR Business & Tax LLC was built to empower individuals and small businesses through reliable, accurate, and personalized financial services.
Our founder, Daisy Taylor, brings over 10 years of experience in financial management, reporting, and compliance across both government and private sectors — and applies that same rigor to every client relationship, no matter the size of the business.
Her background spans supervisory roles in healthcare and 5+ years as a civilian financial manager with the U.S. Air Force — experience that shapes the disciplined, detail-driven approach behind every engagement.
We’re committed to delivering tax, bookkeeping, and business consulting solutions that support your growth, ensure compliance, and create genuine peace of mind.
Why Choose TR Business & Tax LLC
At TR Business & Tax LLC, we believe in providing more than just financial services. We strive to be a trusted partner in your success, offering personalized attention, expert advice, and a commitment to your unique financial goals.
Personalized Service
We understand that every individual and business has unique financial needs and goals. That’s why we offer personalized service tailored to your specific circumstances. We work closely with you to understand your financial situation, your business operations, and your long-term objectives. This allows us to provide you with services and advice that are truly relevant and beneficial to you. We offer year-round support, fast response times, and clear guidance that helps clients make confident financial decisions.
Trust
We believe that trust is the foundation of any successful business relationship. That’s why we strive to build lasting relationships with our clients, rooted in trust, transparency, and a deep understanding of each client’s unique financial goals. We are committed to maintaining the highest standards of integrity and professionalism in our relationship with you. We endeavor to know and understand your financial situation and provide you with only the highest quality information, services, and products to help you reach your goals.
You Don’t Have to Fire Your CPA
Working with TR Business & Tax LLC doesn’t mean replacing the CPA or bookkeeper you already trust. We can work alongside your existing team, or independently if you prefer, focused specifically on proactive tax strategy — the forward-looking planning most tax preparers don’t have the time or scope to address. You keep the relationships you’ve built; we add the strategy that’s often missing.
Tax strategy, in my own words
I publish new tax strategy articles every week — real breakdowns of the strategies business owners and high-income professionals use to keep more of what they earn.
What clients say about working with us
I just had my first call with TR Business & Tax and they were efficient and very helpful during the initial consultation. I look forward to working with them.
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!
I’ve been going to Daisy for years, and her level of service is truly unmatched. She always takes the time to speak with her clients, thoroughly explains the process, and makes sure we feel confident about the next steps when filing. I highly recommend TR Business & Tax to anyone looking for knowledgeable, trustworthy, and personalized service.
Working with Daisy was easy and convenient. I live in Georgia and she assisted me virtually. She is very thorough and knowledgeable.
I have been using Daisy for my taxes for several years now, and she consistently provides excellent service. She is professional, knowledgeable, and very thorough, and always answers my questions with patience and care. I highly recommend her to anyone looking for a dependable tax professional.
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.
Ready for a clearer financial picture?
Book a free, no-obligation discovery call and let’s see if we’re the right fit for your business.