Our Place Financial
Your Place for Bookkeeping & Tax Preparation
Our Place was established to create a space between what is typically available for tax preparation and bookkeeping.
We are passionate about providing a superior level of service from someone that actually cares about your success.
Serving individuals for tax preparation and small businesses for full service bookkeeping and business tax preparation - we are committed to understanding what your financial goals are and supporting you in achieving them.
We have flexible options:
🖥️ 1:1 Zoom Meeting – Meet with a tax expert to review your situation and walk through your results together.
📂 Fully Online – Prefer no meetings? Use our secure portal to upload your documents and we’ll handle the rest.
Click the box below to book or e-mail britt@ourplacefinancial.com
It’s more than filing taxes… we can help you optimize and strategize for the future.
Britt is the type of person that wants your family and your business to succeed. She gets to know her clients’ unique situations to help them take advantage of deductions and optimize for future financial success.
Britt earned her Master of Business Administration (MBA) degree in 2017, is a certified bookkeeper, and is currently earning her CPA credentials. She also has over a decade of financial services experience.
Through virtual meetings and secure information exchange, we will guide your personal and business tax strategy no matter where you’re located.