Your accountant only shows up at tax season
You hand over a year of records, they file a return, and you don't hear from them again until next April. There's no planning in between — just paperwork after the fact.
Complimentary CPA Tax Assessment
Stop overpaying the IRS. Keep more of what your business earns.
Most business owners have a tax preparer who files once a year and reacts to the bill. Beyond Freedom Financial is different — our CPAs build a proactive, year-round tax strategy around your business. Start with a complimentary assessment that uncovers what a file-only accountant misses.
- Led by licensed CPAs
- No cost, no obligation
- Proactive, year-round strategy
A no-cost, no-obligation review by a team of licensed CPAs.
$0
Complimentary CPA assessment — no cost, no obligation
40–50%*
Tax-liability reduction clients have seen in year one
$30,000+*
Saved by high-performing business owners
20+ yrs
CPA experience behind every strategy
*Client results shown are examples and are not a guarantee. Individual results vary.
The cost of a file-only accountant
If your accountant only files, you're paying for it — literally.
A file-only accountant records what already happened. By the time you see the bill, the chances to lower it are gone. If any of this sounds familiar, you're leaving money on the table.
You're overpaying and don't even know it
Deductions left unclaimed, the wrong entity structure, income and expenses timed by accident instead of on purpose. Reactive filing quietly costs high earners tens of thousands every year.
Generic advice, no real strategy
A one-size checklist doesn't account for how your business actually makes money, how you pay yourself, or where you're headed. You get compliance — not a plan built around your goals.
The more you grow, the more you owe
As revenue climbs, so does your exposure. Without proactive strategy, every good year hands a bigger share of your success straight to the IRS.
Claim Your Complimentary Tax Assessment
No cost, no obligation — reviewed by licensed CPAs.
Strategy vs. compliance
The difference between filing your taxes and planning them.
Tax preparation looks backward — it reports what already happened. Tax strategy looks forward — it changes the outcome before the year closes. That shift is the entire point of the assessment.
Planned before year-end — not reported after it.
A file-only preparer
- Records what already happened
- Reacts to the bill at the deadline
- Runs the same checklist for everyone
- You find out what you owe
Beyond Freedom Financial
- Plans the moves before year-end
- Guides you year-round, not once a year
- Builds strategy around your business & goals
- You know the moves before the bill arrives
How the assessment works
Three simple steps to a proactive tax strategy.
- 1
Claim your complimentary assessment
Share a few details about your business and book a time that works for you. No cost, no obligation — just the first step toward keeping more of what you earn.
- 2
Meet your CPA strategy team
On your call, our licensed CPAs review your current tax position and uncover the opportunities a reactive, file-only accountant routinely leaves on the table.
- 3
Get your proactive tax roadmap
Walk away with a clear, year-round strategy aligned to your business and your goals — so tax planning works for you every quarter, not just in April.
Claim Your Complimentary Tax Assessment
Book your call in under two minutes.
Why a CPA team changes everything
Real CPAs. Real strategy. Built for business owners.
Anyone can file a return. Proactive tax strategy takes licensed CPAs who understand the code and how to apply it to a growing business. Beyond Freedom Financial is led by two of them.
Shona Bell
CPA & Co-Founder
With over 20 years in corporate accounting and a passion for helping small business owners, Shona equips clients to unlock financial independence through proactive strategies.
Jay Moore
CPA & Co-Founder
Dubbed “the healthy accountant,” Jay merges financial strategy with wellness and is known for an unconventional approach that inspires clients to grow beyond traditional goals.
Licensed CPAs
Your strategy is built and reviewed by credentialed CPAs — not seasonal preparers.
Proactive, year-round
We plan ahead and adjust through the year, so the strategy keeps working as your business grows.
Built for 6-, 7- & 8-figure owners
Our frameworks are designed for business owners with real tax liability and real ambition.
The proof is in the plan
What proactive strategy looks like on the bottom line.
When strategy replaces once-a-year filing, the difference shows up where it matters most — in what stays in your business instead of going to the IRS.
40–50%*
Tax-liability reduction clients have seen in their first year of proactive strategy
$30,000+*
Saved by high-performing business owners who moved from filing to strategy
*Client results shown are examples and are not a guarantee. Individual results vary.
If you're looking for a tax professional and expert that understands not only how to leverage tax codes but give you sound advice and practical wisdom, then look no further.
What business owners say
Trusted by owners who were done overpaying.
“Working with Shona has been the best investment for my business. She is knowledgeable, thoughtful and patient.”
“They have helped us in saving money on taxes and bring a wealth of knowledge to business strategy.”
“They go above and beyond by offering valuable information that helps maximize my tax deductions and credits.”
“They are highly responsive, knowledgeable, and customer-centric. I highly recommend them to anyone looking for superior CPAs.”
“Beyond has the highest level of integrity. Their knowledge of the latest tax updates and changes is second to none.”
“Her expertise mixed with her passion for business owners is next level. Working with her is a game changer.”
Reviews reflect the experience of individual clients of the firm and its principals. Individual results vary.
Before you claim your assessment
Questions business owners ask us.
It's a no-cost, no-obligation review of your current tax position with our CPA team. We look at how your business is structured and taxed today, then show you the proactive strategies a file-only accountant typically misses. You leave with clarity on where the opportunities are.
There's no catch. The assessment is complimentary because it's how we start the conversation. If our proactive approach is a fit, we'll talk about working together — but there's no cost and no obligation to book the assessment.
A preparer files a return after the year is over — it's compliance, looking backward. We focus on tax strategy, looking forward: planning the moves before year-end so your bill is lower by design, not by accident. It's year-round guidance from licensed CPAs, not a once-a-year handoff.
Business owners with meaningful tax liability who are tired of overpaying and want a proactive plan. Our frameworks are built for 6-, 7-, and 8-figure owners. The two quick questions on the form simply help us tailor your assessment.
Our focus is proactive tax strategy and advisory — the planning that shapes what you owe before the filing ever happens. The assessment is about your strategy, not filing paperwork.
You'll be taken straight to our calendar to book your assessment call at a time that works for you. That's it — no phone tag. Our CPA team will be ready to review your situation on the call.
Your complimentary assessment
See what a proactive CPA strategy could save you.
Take the first step toward keeping more of what your business earns. Claim your complimentary tax assessment — a no-cost, no-obligation review by our CPA team.
- No cost and no obligation
- Reviewed by licensed CPAs
- Book your call in under two minutes