Servant Leader Tax Group
Where Servant Leadership Meets Financial Expertise
At Servant Leader Tax Group, we are dedicated to empowering entrepreneurs who lead with a servant’s heart. Our mission is to support purpose-driven leaders—those who are committed to creating businesses rooted in values, designed to serve a purpose beyond themselves. We believe in fostering a model of ethical leadership where success is measured not only by profit but by the positive impact on employees, customers, and communities.
Take the Client Assessment
OUR CORE SERVICES
Business Formation &Â Infrastructure Setup
Starting a business can be overwhelming, especially when navigating the complexities of financial systems. We’ll help you establish solid accounting practices, systems, and compliance structures from the ground up.
Business formation services can include:
- Entity selection and registration
- Chart of accounts creation
- Tax ID and compliance setup
- And more
Tax Planning & Preparation
Navigate the tax landscape with confidence. We provide ethical, faith-aligned tax strategies to help you maximize savings while staying compliant.
Tax services can include:
- Individual and business tax preparation
- Strategic tax planning
- IRS representation and support
- And more
Outsourced CFO & Advisory Services
Take your business to the next level with our tailored financial insights. Whether you’re just starting out or scaling to multi-million-dollar revenues, we’ll help you make informed decisions for sustainable growth.
CFO & Advisory Services can include:Â
- Financial forecasting and analysis
- Budgeting and cash flow management
- Board and investor reporting
- And more
Bookkeeping & Accounting Support
Say goodbye to financial stress. We provide seamless bookkeeping and accounting services designed to keep your records accurate and up-to-date.
Bookkeeping services can include:Â
- Monthly reconciliation and reporting
- Payroll and expense management
- Financial statement preparation
WHO WE SERVE
Our clients are entrepreneurs, small business owners and freelancers who want to:
Lead with integrity and serve others through their business.
Build ethical, sustainable companies that honor both their values and their vision.
Partner with a trusted advisor who simplifies the complexities of business finances.
Whether you’re just starting or seeking to refine your financial systems, we’re here to support you.
Why Choose
Servant Leader Tax?
Faith-Based Ethical Approach
We are driven by Christian principles, emphasizing integrity, transparency, and service. Our clients trust us because we don’t take shortcuts or compromise on ethics.
Broad Industry Expertise
From startups to established businesses generating $10M+ in annual revenue, our diverse experience across industries—including M&A, internal and external audit, and CFO roles—gives us a unique ability to serve your needs.
Education-Focused Partnership
We believe in empowering you with knowledge. Our goal is to ensure you understand your finances, taxes, and strategies, so you can make informed decisions with confidence.
Personalized & Caring Support
We treat every client as a partner, taking time to understand your unique challenges and dreams. You’ll find in us a trusted advisor who listens, cares, and delivers solutions tailored just for you.
Let’s Build Your Financial Future Together
Have questions? Fill out the form below and complete the client discovery assessment and a member of our team will reach out upon our review.Â
Â
