🛡️ Say goodbye to tax stress with UnTaxMe! During our onboarding process, we develop a strategic tax plan tailored to maximize savings and ensure compliance. Our approach not only provides peace of mind but also enhances the predictability of your cash flow related to taxes. Let’s create your personalized tax strategy today! #UnboxedAdvisors #Unboxing #Advisors #FinancialFreedom #tax #taxplanning #strategy
About us
We are a collective of ambitious and forward-thinking expert integrated advisors with a vision for designing and executing strategies that propel entrepreneurs towards accomplishing their loftiest personal and business goals.
- Website
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www.unboxedadvisors.com
External link for Unboxed Advisors
- Industry
- Professional Services
- Company size
- 2-10 employees
- Headquarters
- Dallas, Texas
- Type
- Partnership
- Founded
- 2023
- Specialties
- Accounting, Tax Strategy, Business Advisory, Holistic Guidance, Financial Freedom, Performance Management, KPIs, Communication, and Responsive
Locations
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Primary
Dallas, Texas 75247, US
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Fort Wayne, Indiana 46750, US
Employees at Unboxed Advisors
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Susan Bryant, CPA, CTS
Unboxed CPA propelling business owners towards their dreams. | 2021 Top 50 Women in Accounting | 2022 Enterprising Women of the Year Honoree | 2023…
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Catherine Meyer, CEPA®
🚀 Founder & COO at Unboxed Advisors | CEPA | Fractional Integrator | Strategic Ops Leader | Architect of Small Business Transformation | LegalOps…
Updates
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What’s holding your business back? Could a fresh perspective help unlock your potential? Collaboration is the key to growth—let us work alongside you to shape your financial future. Let’s get started. #UnboxedAdvisors #Unboxing #Advisors #FinancialFreedom #tax #taxplanning #accounting
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Have you planned your financial future for the next 5, 10, or 20 years? Here’s how to build a roadmap for success! #UnboxedAdvisors #Unboxing #Advisors #FinancialFreedom #FunancialFuture
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5 Ways to Manage Finances Well: Prepare a financial budget – Map out your income and expenses for clear financial goals. Avoid debt – Minimize debt to achieve financial freedom. Track expenses and income – Keep detailed records to make informed financial decisions. Prioritize your budget – Focus on essential needs first, then allocate for savings. Plan for the future – Set long-term financial goals and be prepared for emergencies. Take control of your financial future today! #UnboxedAdvisors #Unboxing #Advisors #FinancialFreedom #budgeting
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It's wonderful to hear how much Susan and Catherine at Unboxed Advisors have positively impacted your business, Kristina! Their detailed and thoughtful approach truly makes a difference. It's clear you're in great hands for continued growth and success. Wishing you even more success on your journey! #UnboxedAdvisors #Unboxing #Advisors #FinancialFreedom #testimonial #review
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The clock is ticking! Have you set your tax plan for 2024? Book a meeting! #UnboxedAdvisors #Unboxing #Advisors #FinancialFreedom #tax #taxplanning
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Are you saving for a rainy day or investing for your future? Knowing when to do each can change everything! #UnboxedAdvisors #Unboxing #Advisors #financialfreedom #personalfinance #finance #financialforecasting #investinginyourself #Saving
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How to Make Deductible Expenses Keep Detailed Records: Document all travel expenses thoroughly by saving receipts for flights, hotels, meals, and transportation. Use an app or software to track these expenses for easy access at tax time. Mix Business with Leisure Strategically: If combining business and personal travel, ensure the trip's primary purpose is business-related. Only the business-related portion of expenses is deductible, so keep personal and business costs separate. Deduct Business Meals: Business meals are deductible at 50% if necessary and business-related. Note who you dined with and the meal's purpose on the receipt or in a travel log. Maximize Transportation Deductions: Travel between business locations is deductible, whether driving, renting a vehicle, or using rideshares. Keep a log of miles driven and save transportation receipts to maximize deductions. #UnboxedAdvisors #Unboxing #Advisors #FinancialFreedom #travel #expences
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Accounting isn’t just about numbers—it’s the solution to all your business challenges. From optimizing operations to driving growth, understanding your finances is the key to informed decisions and long-term success. #UnboxedAdvisors #Unboxing #Advisors #FinancialFreedom #quote #inspirationalquote
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Are you focusing on cash flow or profit? The difference could be the key to your business's success! #UnboxedAdvisors #Unboxing #Advisors #FinancialFreedom #CashFlow #Profit