We combine expertise, education, and personalized service to help individuals make informed tax decisions with confidence. Our team is committed to identifying proactive tax-saving opportunities, implementing proven strategies, and providing white-glove support every step of the way.
Zack Geist's mission is simple: empower clients with the knowledge, strategy, and support they need to reduce taxes legally, strengthen their businesses, and create lasting financial success.
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Chauvon Taylor is a Tax Strategist, Tax Advisor, and Enrolled Agent serving the Holistic Finance team with a background in business finance, tax preparation, strategic planning, and small business advisory. She helps entrepreneurs...
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Kelli is passionate about helping business owners, 1099 medical professionals, and high-income contractors discover opportunities to reduce their tax burden through proactive planning.
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Bonnie Toye is the Brand Manager at Holistic Tax Advisors , with a background in videography, writing, and social media content creation. She helps showcase the company’s work through creative marketing and strategic planning…
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Connie Carpenzano is a Client Experience Specialist at Holistic Tax Advisors, dedicated to supporting both the team and clients with attentive, high-quality service....
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