Empowering growth through expert financial planning and analysis
Our approach
Combining decades of experience with detailed analytical software, T&O can provide data about your business and how it grows. From the most granular expense line to the most significant goal you can dream of, we’ll help you learn where your company has been and take you to a growth level you never thought you could achieve.
Nationwide Partnerhsips
We have curated a vetted list of professionals in the various industries that we’re able to connect you with for financing, VC funding, & more.
Our services
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Advisory
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Entity Election
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S-Corp Expertise
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Lender & Investor Packages
Our Team
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Sarah Tatum, EA
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Anna Ortiz, CPA
Why People Love Working With Us
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The individual attention we received made us feel like more than just another client at a big accounting firm, we felt like our business mattered!
Mike Carr, Anna Jean Salon & Boutique
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Timely, easy to communicate with and very efficient. I have been blown away by their knowledge and fast communication
The Reel Harbor Theater
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They are one of the best choices we’ve made for our business. Not only are they professional and affordable, but they listen to our company’s needs and provide valuable insight.
Heike Seitz, President of Seitz Construction Service
