Olea Tax Co.Olea Tax Co.
Strategic tax planning for investors and business owners — not just annual filing
Tax is not a once-a-year event. Olea Tax Co. helps you make better decisions year-round with proactive planning, cleaner structure, and fewer surprises at filing time.
What changes when strategy comes first
Fewer surprises
Quarterly checkpoints and projection updates reduce last-minute tax shocks.
Better decisions
Entity, compensation, and timing choices are evaluated before they become expensive.
Cleaner execution
Structured workflows, clear timelines, and direct communication keep your team moving.
Founder perspective
I believe tax strategy should be intentional, integrated, and tailored to each client.
I'm a licensed CPA with nearly a decade of experience advising entrepreneurs, multi-entity businesses, and growing founders. Before Olea Tax Co., I spent years inside tax departments and advisory environments supporting complex client situations. That experience shaped how I work today: proactive planning over last-minute reaction.
Over time, I saw how messy workflows, reactive deadlines, and fragmented communication often distracted from what clients actually needed: clarity, structure, and thoughtful strategy.
I founded Olea Tax Co to work differently. Here, I work directly with each client to reduce tax exposure, improve entity structure, and ensure business decisions are made intentionally and not rushed at year-end. My approach is proactive, structured, and built around long-term thinking.
Service packages
Tax Filing
For individuals and business owners who need reliable, accurate tax preparation.
- Annual tax return preparation
- Personalized document checklist
- Email support for tax-related questions
Tax Filing + Estimates
For business owners who want help staying on top of quarterly tax payments.
- Annual tax return preparation
- Quarterly estimated tax calculations
- Personalized document checklist
- Email support for tax-related questions
Tax Planning & Filing
For business owners who want proactive tax strategy throughout the year.
- Annual tax return preparation
- Quarterly estimated tax calculations
- Mid-year tax planning review
- Year-end tax strategy session
- Email advisory support
How we work
- Discovery: we review goals, entity setup, and current tax posture.
- Strategy plan: you get a clear roadmap with priority actions and timeline.
- Implementation: filings, estimates, and structure updates are executed with you.
- Ongoing advisory: regular checkpoints keep strategy aligned as life and business evolve.
Is this the right fit?
This model is best for clients who want an ongoing strategic relationship, not one-off transactional filing only.
If that is what you want, start with a strategy call and we will map the right next step.
Boutique model: limited client slots to protect quality and response time.
Book a strategy call
Choose a time for a 20-minute intro call. We'll discuss your goals, current setup, and whether Olea Tax Co. is the right strategic fit.
- Fast intake call
- Clear next steps afterward
- No obligation to proceed
Placeholder scheduler only for draft review (no external booking service connected yet).
This is a UI placeholder. Final booking workflow can later connect to SquareSpace Scheduling, Calendly, or another provider.
Frequently asked questions
Do you only work locally?
No. I work remotely with secure document sharing and video meetings.
Can you help if my books are behind?
Yes. I can scope a catch-up phase first, then move into periodic support.
Do you offer one-time tax services?
Yes, and I can also recommend an ongoing package if needed.
Contact section idea
Use a warm intro paragraph, a SquareSpace form, and optional office hours/location details if Kelly wants local clients to call.