.jpg)
Your Trusted
Tax Strategist & Business Advisor
Terri Peters
Your Success Starts
with the Right Strategy
Every dollar saved is a dollar invested in your future. With expert guidance from our team, you gain the confidence to make smart financial decisions, optimize tax-saving opportunities, and position your business for long-term success.
With the bold confidence of a flamingo and the perfect balance it takes to navigate the complexities of tax compliance, we bring the expertise to help you save strategically, optimize seamlessly, and grow your business with grace and precision.
The Comprehensive Solution
Your all-in-one business growth powerhouse, designed to provide personalized guidance and unparalleled support for every aspect of your success. This elite membership goes beyond bookkeeping and financial management, offering quarterly strategic planning sessions tailored to your goals, with an option for monthly sessions at an additional cost.. You’ll have direct access to my expertise, along with seamless integration of essential services like legal coordination, insurance optimization, advanced financial planning, self-directed retirement setups, R&D tax credits, and cost segregation studies. With the Premier Success Membership, you’re not just managing your business—you’re positioning it to thrive, grow, and dominate in your industry.
Every business owner starts with a dream—the vision of building something meaningful, being their own boss, and creating financial freedom. But as exciting as entrepreneurship can be, holding onto your hard-earned money can feel like an uphill battle with taxes, expenses, and unexpected challenges cutting into your profits. That’s where Terri Peters comes in. With her expertise, she’ll help you minimize your tax liability and maximize your investments, paving the way to build wealth for retirement and create a lasting legacy for future generations. Terri doesn’t just work with numbers—she works with your dreams. As an out-of-the-box thinker, she takes the time to truly listen to your goals and visions, bridging the gap between where you are and where you want to be. With Terri by your side, your dreams aren’t just possibilities—they’re your future reality.
Building a business is no small feat—it takes vision, resilience, and the ability to juggle countless responsibilities. Tax Time Ledgers understands the challenges of managing the financial side of a business while balancing everything else. Many business owners struggle to prioritize finances amidst the demands of growth, but at Tax Time Ledgers, we know that a strong financial strategy isn’t just important—it’s the foundation for sustainable success.
That’s why Tax Time Ledgers is dedicated to helping entrepreneurs like you take control of your business finances with confidence. We’re not just a service provider—we’re a partner in your journey to financial clarity and empowerment. Our team will work with you to develop a comprehensive plan that streamlines your finances, ensures compliance, and leverages advanced tax strategies to maximize your profits.
​
About
My name is Alexa Young
The Founder of Tax Time Ledgers, the queen of tax strategy, the boss of business advising, and the life of the party for any room she walks into! With her larger-than-life personality, unmatched energy, and razor-sharp expertise, Terri isn’t just a tax professional—she’s a financial game-changer. She’s here to make taxes fun, your finances fabulous, and your dreams unstoppable.
Meet Terri Peters
Part of a National Network of Tax Experts
Terri Peters is a proud member of a nationwide community of tax strategists led by Mark J. Kohler — a renowned CPA, attorney, bestselling author, and national speaker known for empowering entrepreneurs through smart tax planning, asset protection, and legal strategies.
​
Through this collaboration, Terri continues to refine and expand her expertise, staying at the forefront of innovative tax solutions that help individuals and businesses grow, invest wisely, and build long-term financial security.
​
Her recent milestones as part of this network include:
-
Co-teaching at the Crypto Tax Summit (Sep/24) alongside Mark J. Kohler
-
Speaking on the Women’s Panel at 360 (Dec/24), amplifying diverse voices in tax and finance
-
Joining the VIP Breakfast Panel (Dec/23) for strategic discussions with industry leaders
​
Being part of this high-level community ensures that Terri brings the latest, most effective strategies to every client she serves — with a focus on clarity, compliance, and real results.
Exclusive Membership for Entrepreneurs
Take your business to the next level with our Premier Success Membership – an all-in-one financial solution that offers:
✅ Quarterly Strategic Planning Sessions
✅ Accounting, Legal & Tax Coordination
✅ Advanced Tax Strategies & Compliance
✅ Self-Directed Retirement & Investment Planning
✅ Ongoing Support & Personalized Service​​
