Accounting is the language of business.
- Warren Buffet
Your Numbers, Figured for You
My team and I help individuals and business owners gain clarity, confidence, and control over their financial future. Whether you’re looking to minimize your taxes, gain a better understanding of your financial situation or improve your financial wellbeing, we offer support tailored to your goals.
The hardest thing in the world to understand is the income tax.
- Albert Einstein
Our Mission: More Than Just Numbers
We look beyond the numbers. Our mission is to build lasting relationships rooted in trust and integrity, and peace of mind. Through a foundation of compliance, a growth-focused mindset, we tailor strategies to get you there. We aim to empower individuals and small businesses to thrive — financially, professionally, and personally.
A fine is a tax for doing something wrong. A tax is a fine for doing something right.
- Anonymous
Services Offered
- Federal and State Tax Compliance and Planning for Individuals, Businesses and Non-Profits
- Bookkeeping Support, Sales Tax and Payroll Compliance for Businesses and Non-Profits
- Household Employee Tax Compliance for Individuals
- Retirement Planning for Individuals and Businesses
- Business and Non-Profit Consulting in Efficiency Improvements, Technology Selection, and Tax Strategy
- Estate Tax Compliance and Planning Coordination with your Team - Attorneys, Investment Advisors, and Family Members
- Family Business Education and Consulting for Privately Owned Companies, and Trustee Services
- Charitable Planning and Coordination
- Lifestyle Management and CoordinationYou deserve more than someone who just files your taxes — you need a proactive advisor who truly understands your goals and challenges. Here’s how we can help:Simplify Your Taxes and Build a Smart Strategy
We don’t just prepare your tax return — we develop a personalized tax strategy, help you understand your compensation, and show you how retirement planning fits into the bigger picture.Empower You with Financial Clarity
We guide you step-by-step from where you are now to where you want to be, giving you the tools and confidence to make informed financial decisions.Keep You Compliant and Protected
For our clients, we review your tax returns, payroll, sales tax, and other federal and state requirements to ensure you stay compliant — and ready in case of an audit.Lead You Toward Long-Term Growth
We help you scale your business with strategic planning, smart cost control, and clear steps to build long-term value.
In this world nothing can be said to be certain, except death and taxes.
- Benjamin Franklin
Pricing
Pricing varies based on complexity and time needed to reach your objectives. Please call to set-up a time to review your specific needs and goals. This will ensure we are the right fit to assist you and is an important part of the process.
To understand accounting is to read the financial story written in numbers.
- Sarah Brown
Expertise
Katy Kretzschmar leads the team with 16 years of experience in tax strategy, financial planning and support. She has worked with individuals, business owners, and executives across all walks of life and industries.She has experience working in the areas of high-net worth individuals tax and estate planning, foreign tax compliance, tax abatement, health care practices, real estate and title businesses, hospitality and rental property management, non-profit entities, and professional services.
Accounting is not just about counting beans; it's about making every bean count.
- William Reed
Education & Credentials
Katy Kretzschmar holds a Bachelors & Masters degree in Accounting from the University of Florida, and a Masters in International Business from University of FloridaShe is a licensed CPA in the State of Florida and a Member of the AICPA & Florida Institute of CPAs.
Life is like accounting, everything must be balanced.
- Anonymous
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