Holistic Finance

Tax Guru goes beyond traditional financial services by offering comprehensive financial wellness solutions. We aspire to develop authentic and inclusive accountability practices, allowing businesses and individuals to grow and thrive as we move toward a balanced and prosperous future.

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Our Stewardship Model

We strive to support all stakeholders, including those traditionally missed by standard business consultancies: People, Planet, and Profit.

We nurture, guide, and empower our client-base through:

  • Sustainable Innovations
  • Transparent Practices
  • Data-Driven Insights
  • Empathetic Consulting

Our Team

Day Monet

Day’s mission is to bring holistic entrepreneurs the financial understanding they need to thrive, grow, and scale their businesses. He has a strong background in data analytics and financial modeling.

Andy Irias

Andy brings expertise in client management, digital marketing, and international business to support entrepreneurs in reaching their financial goals. She has a strong foundation in market research, branding, and strategic planning.

Ceci Iglesias

Ceci strives to support clients with comprehensive legal research and strategic insights tailored to meet their needs. She has expertise in multiple jurisdictions and a strong background in law.

High-Performance Results

Over 300 accounts under management

Join the multitude of businesses utilizing our services either annually or monthly. We offer tax advisory, bookkeeping, compliance, and innovative financial consultation.

View Services

$163k

Avg Client Revenue

788

Returns Filed

100%

On-time Filing

Client Locations