Firm
Founder-led CPA advisory with direct work from Kelly Olea, CPA.
Olea Tax Co.Olea Tax Co.
Strategic tax planning for business owners, not just annual filing
Licensed CPA
License #147748
Nearly 10 years experience
Remote and local support
Tax is not a once-a-year event. Olea Tax Co. helps you make better decisions year-round with proactive planning, cleaner structure, and fewer surprises at filing time.
Fit at a glance
The facts to know before you inquire
A concise view of the firm, its services, its boundaries, and the safest first step.
Best fit
Business owners, multi-entity businesses, and high-income families seeking proactive planning.
Services
Tax filing, quarterly estimates, tax planning, and year-round CPA advisory.
Not offered
Bookkeeping. Records that need cleanup should be handled before tax work begins.
Working model
Remote and local support, with an async-first inquiry and calls when they add value.
Sensitive documents
Not needed for the first inquiry. Financial records move through secure sharing after fit is established.
What changes when strategy comes first
Fewer surprises
Quarterly checkpoints and projection updates reduce last-minute tax shocks.
Better decisions
Entity, compensation, and timing choices are evaluated before they become expensive.
Cleaner execution
Structured workflows, clear timelines, and direct communication keep your team moving.
Founder perspective
I believe tax strategy should be intentional, integrated, and tailored to each client.
I'm a licensed CPA with nearly a decade of experience advising entrepreneurs, multi-entity businesses, and growing founders. Before Olea Tax Co., I spent years inside tax departments and advisory environments supporting complex client situations. That experience shaped how I work today: proactive planning over last-minute reaction.
CPA credential issued by the American Institute of Certified Public Accountants in August 2021. License #147748.
Over time, I saw how messy workflows, reactive deadlines, and fragmented communication often distracted from what clients actually needed: clarity, structure, and thoughtful strategy.
I founded Olea Tax Co to work differently. Here, I work directly with each client to reduce tax exposure, improve entity structure, and ensure business decisions are made intentionally and not rushed at year-end. My approach is proactive, structured, and built around long-term thinking.
Service packages
Tax Filing
For individuals and business owners who need reliable, accurate tax preparation.
- Annual tax return preparation
- Personalized document checklist
- Email support for tax-related questions
Fee confirmed after a fit and scope review.
Tax Filing + Estimates
For business owners who want help staying on top of quarterly tax payments.
- Annual tax return preparation
- Quarterly estimated tax calculations
- Personalized document checklist
- Email support for tax-related questions
Fee confirmed after a fit and scope review.
Tax Planning & Filing
For business owners who want proactive tax strategy throughout the year.
- Annual tax return preparation
- Quarterly estimated tax calculations
- Mid-year tax planning review
- Year-end tax strategy session
- Email advisory support
Fee confirmed after a fit and scope review.
How we work
1
Discovery
We review your goals, entity setup, and current tax posture.
2
Strategy plan
You get a clear roadmap with priority actions and timeline.
3
Implementation
Filings, estimates, and structure updates are executed with you.
4
Ongoing advisory
Regular checkpoints keep strategy aligned as life and business evolve.
Is this the right fit?
This model is best for clients who want an ongoing strategic relationship, not one-off transactional filing only.
If that is what you want, start with a short async inquiry and we will map the right next step.
Boutique model: limited client slots to protect quality and response time.
Start an async inquiry
Send a short note about your goals, current setup, and timing. Kelly will review it first, then recommend the best next step.
- Best for thoughtful, non-urgent questions
- No need to coordinate calendars upfront
- Calls are scheduled only when they are useful
Secure next step
Tax documents and sensitive financial details should move through secure sharing, not social DMs.
Guided first step
Prepare your inquiry
Answer a few non-sensitive questions. The form prepares an email in your own email app; it does not upload or store your answers.
Do not include Social Security numbers, account numbers, tax documents, or other sensitive financial information.
If you choose to send the email, Olea Tax Co. uses the information only to evaluate and respond to your inquiry, provide requested services, or meet legitimate legal and professional record obligations. It is not sold or used for unrelated advertising.
Frequently asked questions
Do you only work locally?
No. I work remotely with secure document sharing and video meetings.
Do you provide bookkeeping?
No. Olea Tax Co. focuses on tax filing and tax planning. If your records need cleanup, that work should be handled separately before tax work begins.
Do you offer one-time tax services?
Yes, and I can also recommend an ongoing package if needed.
How are fees determined?
Fees are confirmed after a fit and scope review. Return types, entity count, tax years, record readiness, and planning cadence can affect the scope.
What should I include in the first inquiry?
Share your entity or filing situation, tax year, service needed, timing, and a short description of the main concern.
Can I send tax documents with my first inquiry?
No sensitive documents are needed at first. Financial records should move through an approved secure sharing process after fit is established.
Get in touch
Ready to take a more strategic approach to your taxes? Send a short note to get started asynchronously.