Your Very Own Concierge
Accounting & Tax
Expert
Offering Bookkeeping, Tax Preparation, Planning, Implementation,
Cash Flow Analysis, Budgeting Services & Quarterly Mentoring
Mark Kohler Main Street Certified Tax Advisor (MSCTA), EA
(Please use the SECURE FILE UPLOAD link below)
Tax Strategist and Business Advisor in Naples, FL - About Me
I'm Terri Peters, a tax and accounting specialist with over 15 years of experience in the tax industry. Based in Naples, FL, I serve small to mid-level companies and individuals all over the world. My office is virtual, so we can meet anywhere.
Services Offered
In my job, I bring a love and passion for going beyond my client's expectations and delivering effective solutions to my clients. I offer a wide array of comprehensive services, which include but are not limited to:
Bookkeeping
Tax Compliance
Tax Planning & Implementation
Officer Payroll
Cash Flow Analysis & Budgeting
Business Mentoring Services
The Mission
I am dedicated to enabling my clients to be proactive and organized with their business reporting and utilizing the tax code to minimize tax exposure and accelerate personal abundance. As a federally licensed tax expert, my mission is to help you become more financially organized and proactive in growing your business. I will be there to mentor and help you every step of the way.
