As an Enrolled Agent licensed to practice before the IRS, I, Terri Peters, hold a Bachelor of Science in Accounting Theory and Practice. My professional journey began in public accounting, after which I took a pivotal role as the controller of an animation studio in Burbank, CA. This experience provided a unique perspective on the financial dynamics within the creative industries. Subsequently, I furthered my expertise at Deloitte and Touche, specializing in their entrepreneur division.

Balancing professional aspirations with family life, I established and managed a part-time CFO/controller firm while nurturing my family. Our move to the tranquil San Juan Range of the Rocky Mountains in Durango, CO, led me to join a boutique tax firm as a para-professional, where I deepened my expertise in tax advisory. This role was crucial in developing a comprehensive understanding of tax intricacies and client-focused advisory services.

In 2018, I transitioned to Naples, FL, where I expanded my knowledge at high-volume tax return firms and established Tax Time Ledgers. My passion for empowering small business owners and individuals was further fueled at a Mark J Kohler boot camp, leading me to integrate sophisticated legal and tax strategies to minimize tax liabilities and facilitate financial growth through strategic asset management in retirement planning.

Today, I proudly serve clients nationwide, offering tailored tax strategies with a blend of professionalism and personal touch at Tax Time Ledgers. I am also excited to share my insights and strategies through my upcoming YouTube channel, "Terri Time," which promises to offer a unique blend of expertise and humor, inspired by both Mark J Kohler and Rodney Dangerfield.