Professional Tax Strategist & Consultant
Professional Accounting, Payroll and Tax Services to Free Up Your Money and Fuel Your Purpose
Book Your Tax Strategy Session
Get Organized
Save Money
Help Charities
Are You Leaving Money on the Table?
If you’re like most business owners, chances are you’re paying more than you should in taxes. Working with an expert tax strategist could change that.
Is your tax burden heavier than it needs to be?
Are you missing out on tax savings simply because no one showed you how?
Do you have a clear picture of your tax situation—or just hope for the best every year?
Are you working with tax professionals who plan ahead, or just file during tax season and forget?
Do you feel confident trying to navigate complex tax laws on your own?
Does your tax bill leave you wondering where all your hard-earned money went?
OTB Tax is your year-round partner in strategy, savings, and social impact.
(A $500 Value—Yours FREE!)
Why Strategy Matters
Your tax plan should do more than meet a deadline—it should work for you.
With the right strategy in place, it’s possible to:
Find tax savings you didn’t know you were missing
Turn everyday expenses into smart deductions
Strengthen your financial foundation all year long
Free up money to live fully and give generously
A thoughtful approach to taxes can improve more than your bottom line—it can support the life and impact you’re working hard to build.
Meet Courtney Epps – EA, PhD
Tax Strategist. Author. Speaker. Purpose-Driven Entrepreneur.
Courtney has spent the last 19 years helping individuals and businesses—from start-ups to $100M companies—find significant tax savings. She’s the author of two best-selling books (More Relaxing, Less Taxing and What’s Your Plan B?), a sought-after speaker, and the founder of a full-service accounting firm that serves clients in all 50 states.
But what really sets Courtney apart is her philosophy when it comes to tax saving strategies:
Free up more money so you can help more, have more, live more, and give more.
Through smart strategy and a passion for purpose, Courtney teaches business owners how to minimize tax liability and grow profits—while contributing to causes that matter.
SOCIAL GIVING
One of the benefits of owning a home-based business is the ability to give back and create a sense of purpose. One of the secrets to happiness is to discover a purpose outside yourself. The concept of social business can transform your way of thinking and your business.
HOW IT WORKS
1. Book your strategy session with one of our expert tax strategists
2. We will create an optimal Tax Strategy tailored to YOUR Business
3. Get your finances in Order and Start Saving on your Taxes
GET STARTED TODAY
(A $500 Value—Yours FREE!)
OUR SERVICES
Accounting and Payroll
Courtney provides reliable accounting and payroll services designed to help business owners stay organized and focused. By offering accurate record-keeping and clear reporting, she helps clients understand their financial circumstances and make informed decisions. With solid books as the foundation, it becomes easier to identify tax advantages and integrate smart financial planning into everyday operations.
Tax Return Amendments
If you suspect you’ve overpaid in past years, Courtney can take a second look. She reviews previous returns to find errors or missed opportunities, helping clients uncover possible tax savings. In many cases, amending past filings leads to a lower overall tax burden and a clearer picture of your tax situation moving forward.
Tax Preparation
Tax season shouldn’t be stressful or expensive. Courtney approaches tax preparation with strategy in mind, not just compliance. By staying up to date on changing laws, she helps clients navigate complex tax laws, maximize deductions, and reduce tax liabilities. Every return is handled with care, accuracy, and a focus on long-term results.
Hurdlr Exclusive Enhanced Pro Version Only available at OTB Tax
Track income, expenses, mileage, and deductions in real time with the exclusive Enhanced Pro version of Hurdlr—available only through OTB Tax. Perfect for entrepreneurs who want year-round clarity and control.
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