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Get the proactive tax advisor who will help your business reach its potential.

At Iota Financial, we understand that you want to minimize your tax burden and protect your financial assets. In order to do that, you need a partner with tax and financial expertise who can consult with you to build the best tax plan for your specific situation.

The problem is how do you know you’re not missing something critically important? And, how do you ensure that tax consequences are considered before financial implications arise?

Protecting your income and investments can feel overwhelming with a tax code that is highly complex and ever changing. You deserve to choose how and where to spend and invest without worrying about tax consequences.

We believe taxpayers and business owners deserve the support of an experienced tax strategist who will help make smart decisions. This is why we’ve spent over 16 years planning and executing tax and accounting strategies that help individuals and businesses maximize their tax efficiency with every decision they make.

Here’s how we do it

Schedule a complimentary consultation
Schedule a complimentary consultation. We want to hear your story and learn about your goals and challenges.
creating a plan to maximize tax
Together, we’ll create a plan that sets you up to maximize your tax efficiency.
having a peace of mind
You get the peace of mind that comes with knowing your tax liability is minimized and your assets are protected.
Schedule a no-obligation consultation, and let’s talk. In the meantime, download your copy of XX. So you can stop feeling like you aren’t sure how to protect your financial assets and start by putting a plan in place.
Neil has a dual degree from the Georgia Institute of Technology, a Masters in Applied Statistics from Kennesaw State University, and is a Certified Public Accountant. His experience includes leading corporate accounting teams for large organizations, such as Home Depot, serving as Corporate Controller for a multi-million dollar software company, serving as an outsourced CFO to small businesses, and corporate and individual tax planning and preparation.
800 Mount Vernon Hwy NE
Suite 350 
Sandy Springs, GA 30328
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