TaxCentric was born out of a frustration with the status quo. The accounting and financial planning industries have long operated in silos, forcing individuals and business owners to juggle multiple professionals, coordinate overlapping efforts, and pay for redundant services. That inefficiency doesn’t just waste time and money—it creates confusion, delays, and unnecessary stress.

After years in the industry, we saw how the traditional model was leaving people underserved. Accounting firms, overwhelmed by demand, have grown complacent. Service is often rushed, answers delayed, and clients often treated as numbers instead of individuals. On the planning side, advice was too often disconnected from tax realities, creating avoidable costs and missed opportunities.

TaxCentric was founded to change that. We’re building a firm that brings tax strategy and financial guidance into one conversation—quietly removing the extra layers that tend to overcomplicate decision-making. We don’t push products or pressure outcomes. We advise. Thoughtfully. Personally. With the goal of helping clients keep more of what they earn and worry less about what they might be missing.

We’re committed to creating a calmer, clearer experience—one where you feel heard, your time is respected, and your financial picture is actually working for you.