Your certified guide to
Proactive tax planning
Meet Leona
Leona, the founder of Master Tax Advisors, is passionate about helping business owners understand the financial side of their businesses.
She knows that many entrepreneurs are great at what they do—but may not have been taught how to read a financial statement, manage their books, plan for taxes, or structure their business for long-term success.
That’s where Leona comes in.
With a practical, educational approach to tax and financial advisory services, Leona works to make the numbers understandable and actionable. She doesn't believe business owners should simply hand over their books and taxes and hope everything works out at tax time.
She wants you to understand your business.
Leona encourages clients to become actively involved in their bookkeeping and record keeping because understanding your numbers is an important part of becoming a successful CEO.
Her approach is different: educate, plan, advise, and execute.
And yes—Leona genuinely loves what she does. She loves helping business owners go from confused and overwhelmed to confident and informed. She loves finding opportunities, asking the questions others may overlook, and helping clients see the bigger financial picture.
More Than Tax Preparation. We Help You Understand Your Business.
Running a business is exciting—but managing the numbers, keeping accurate books, staying compliant, and planning for taxes can quickly become overwhelming.
At Master Tax Advisors, we believe business owners deserve more than someone who simply prepares a tax return once a year. You deserve a trusted advisor who understands your business, helps you understand your numbers, and works with you throughout the year to make informed financial decisions.
Our goal is simple: give you financial clarity so you can run and grow your business with confidence.
Work with us
Enrolled Agents
Enrolled Agents status is the highest credential the IRS awards. An enrolled agent is a person who has earned the privilege of representing taxpayers before the Internal Revenue Services.
Enrolled Agents, like attorneys and certified public accountants (CPAs), have unlimited practice rights. This means they are unrestricted as to which taxpayers they can represent, what tax matters they can handle, and which IRS offices they can represent clients before.