OTB Tax has been recognized as a Top Tax Strategist For Small Business, acknowledging the firm’s exceptional work in delivering advanced tax strategy services to small and medium-sized companies across the nation. The full-service accounting practice has built its reputation on a simple but powerful mission: helping clients keep more of their hard-earned money through legal, moral, and ethical tax planning.
The numbers speak for themselves. OTB Tax has freed up more than $25 million for clients through amended returns and continues to save over $10 million per year through strategic tax planning. This track record has positioned the firm as a leader in providing the kind of tax and wealth strategies typically reserved for the top 1% to businesses of all sizes, particularly home-based operations.
The company’s rapid growth has not gone unnoticed. OTB Tax earned a spot at number 538 on the Inc 5000 list in 2020, followed by number 807 in 2021, demonstrating consistent performance in a competitive market. These achievements reflect the firm’s ability to scale while maintaining the quality of service that clients depend on.
Leading the charge is Courtney Epps, an Enrolled Agent, tax strategist, speaker, and author who has become a prominent voice in the tax planning community. Epps has written two best-selling books, “More Relaxing Less Taxing” and “What’s Your Plan B!”, both aimed at demystifying tax strategy for business owners. Her signature presentation, “Why You Would be Brain Dead not to Own a Business,” has reached thousands of people, educating them on the substantial tax advantages available to entrepreneurs.
What sets OTB Tax apart in the accounting industry is its targeted focus on small to medium-sized businesses, with particular expertise in serving home-based business owners. Rather than offering one-size-fits-all solutions, the firm develops customized strategies that align with each client’s specific circumstances and goals.
Looking ahead, OTB Tax has set ambitious targets for expansion. The firm aims to become a $25 million company within the next three years. Additionally, the team has launched Tax Rebels, an education and social media platform designed to bring tax knowledge to a broader audience. The initiative seeks to build a community of 100,000 members over the next 12 months, extending the firm’s impact beyond traditional client relationships.
This recognition as a top tax strategist validates the approach that OTB Tax has championed since its founding: that sophisticated tax planning should not be exclusive to large corporations or wealthy individuals, but accessible to any business owner willing to take a strategic approach to their finances.