.jpg)
About Tax Time Ledgers
At Tax Time Ledgers, we don’t just crunch numbers—we craft financial strategies that save you money, grow your wealth, and secure your future. Whether you’re an entrepreneur navigating the complexities of business taxes or an individual looking to optimize your tax situation, we’re here to help you maximize your returns and minimize your stress.
Hi, I’m Terri Peters
EA, MSCTA.
I am your tax strategist and business advisor here to help build meaningful financial futures.
​​
• Tax Advising and Strategy Implementation
• Tax Preparation for Both Federal and State
• Accounting/Bookkeeping
• Shareholder Payroll Advisement and Coordination
• Business Entity Clean-up with Mark J Kohler’s KKOS Lawyers
Why Work With Me?
✅ Enrolled Agent (EA)
Licensed to practice before the IRS, ensuring expert-level tax representation.
✅ Tax Strategy Specialist
Advanced planning to help businesses and individuals keep more of their hard-earned money.
✅ Business Advisor
Helping you structure, clean up, and optimize your business for maximum efficiency.
What you want
to know about me…
As an Enrolled Agent licensed to practice before the IRS, I, Terri Peters, hold a Bachelor of Science in Accounting Theory and Practice. My professional journey began in public accounting, after which I took a pivotal role as the controller of an animation studio in Burbank, CA. This experience provided a unique perspective on the financial dynamics within the creative industries. Subsequently, I furthered my expertise at Deloitte and Touche, specializing in their entrepreneur division.
​
Balancing professional aspirations with family life, I established and managed a part-time CFO/controller firm while nurturing my family. Our move to the tranquil San Juan Range of the Rocky Mountains in Durango, CO, led me to join a boutique tax firm as a para-professional, where I deepened my expertise in tax advisory. This role was crucial in developing a comprehensive understanding of tax intricacies and client-focused advisory services.
✅ In 2018, I transitioned to Naples, FL, where I expanded my knowledge at high-volume tax return firms and established Tax Time Ledgers. My passion for empowering small business owners and individuals was further fueled at a Mark J Kohler boot camp, leading me to integrate sophisticated legal and tax strategies to minimize tax liabilities and facilitate financial growth through strategic asset management in retirement planning.
​
✅ Today, I proudly serve clients nationwide, offering tailored tax strategies with a blend of professionalism and personal touch at Tax Time Ledgers. I am also excited to share my insights and strategies through my upcoming YouTube channel, "Terri Time," which promises to offer a unique blend of expertise and humor, inspired by both Mark J Kohler and Rodney Dangerfield.
Why Choose
Tax Time Ledgers?
Beyond Compliance—Into Growth: We don’t just file taxes; we create a roadmap for your financial success.
More Than a Service—A Partnership: We work alongside you, ensuring every financial move is strategic.
Smart Strategies—Tailored to You: Every business and individual is unique, and so is our approach to your financial future.
Choose the Right Call for Your Tax Needs
📌 Complimentary Initial Call (15-30 minutes)
A no-cost conversation to see if we're a good fit for a deeper, paid Discovery Call with Terri.
​
​
​
​
​
📌 Discovery Call (Paid)
Terri crafts a personalized Trifecta—pinpointing key tax areas and exploring strategic options.
​
Your Next Steps:
-
Upgrade to a Concierge Relationship for ongoing expert support
-
Wrap up with this call, no further commitment
-
Receive an invitation for Annual Tax Work
📌 Comprehensive Tax Consultation (Paid, One-Time)
Perfect for those who don’t need ongoing support but want expert tax guidance.
​
Includes:
-
A deep dive into past tax returns
-
A tailored tax plan for the current and future years
-
Optional tax return preparation—without monthly concierge services