Tanya Taylor, CPA, MBA - Financial Coach | New York, NY

  • Service Area: New York, NY
  • Team Size: 2 employees
  • Business Duration: 5 years
Tanya Taylor, CPA, MBA - Financial Coach

Business Hours

Currently, we do not have any information about this provider's business hours. We recommend reaching out to them directly for specific details.

Payment Methods

  • PayPal
  • Stripe
  • Zelle

Services Offered

Accounting needs

  • Bookkeeping
  • Preparing tax returns
  • Managing AR and AP
  • Preparing fin. statements

Entity type

  • Individual or sole proprietorship
  • Partnership
  • S-Corp
  • Non-profit
  • C-Corp / Corporation

Industry

  • Sales & marketing
  • Healthcare
  • Technology / IT
  • Manufacturing
  • Financial services
  • Education
  • Retail / consumer goods
  • Real estate
  • Construction
  • Non-profit
  • Other

Annual income

  • Less than $100K
  • $100K - $500K
  • $500K - $1M
  • $1M - $5M
  • $5M - $10M
  • Greater than $10M

Accounting software

  • QuickBooks
  • Quicken
  • TurboTax
  • Xero
  • NolaPro
  • Sage

Work location

  • I travel to my customers
  • My customers travel to me

About

I have had an amazing career working for a number of fortune 500 companies, and most recently with the Federal Reserve Bank Of New York.

Like many other Solopreneurs, I too had a budding passion. For over two decades, I learned and taught personal finance topics – budgeting, credit, debt management, investing, taxes (co-owned a tax practice for over 20 years), and wealth building to individuals and small business owners, providing workshops at churches or non-profits or one-on-one coaching.

This passion was primarily driven by my background. Coming to America alone as an undocumented 16 year old, I saw everyone around me with no financial knowledge, and living paycheck to paycheck.

I wanted something different for myself and my family, and set out to equip myself with the tools to allow me to build wealth.

One of the things that has remained true, even on my professional journey, was that many individuals making multiple six figures were also struggling financially because they did not know how to manage their money.

During the final semester of completing my MBA, I made the decision to create a financial education platform to teach professionals and small business owners how to ditch bad debt and create a 6/7 figure retirement income by developing healthy money habits.

This resulted in the creation of ♥ Grow Your Wealth ♥

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✨Budgeting

✨Credit

✨Debt Management

✨Investing in the stock market

✨Tax Planning Wealth Building Strategies

✨Starting a Business & Getting Business Credit

✨Forecasting/Budgeting

✨Business Coaching (Advisory and Business Plans)

??? ? ???? ???? & ???? ? ??:

✨Professionals - financial coaching

✨Small Business Owners - business setup and operations, tax planning, business & financial coaching, and done with you or done for you Bookkeeping

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✨Complimentary 20 minutes call to determine your goals, and if we are a good fit.

✨ We work together to create a roadmap to help you achieve your goals and objectives.

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License

This service provider might not be licensed, so we strongly recommend that you reach out directly to inquire about their license status.

Verification

  • Background Check
    • Tanya Taylor
    • Completed on 2/23/2023

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