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Dawanna Gregg
CEO & FOUNDER

As a dedicated tax professional and financial literacy coach, I bring 15 years of experience in the finance industry to every client I work with. My passion for numbers and helping others led me to this field, where I now offer expert tax preparation and financial coaching services. By blending my love for math with a genuine desire to support people in achieving their financial goals, I provide personalized guidance that empowers my clients to make informed decisions about their financial future.


What sets me apart is my commitment to understanding each client’s unique needs and delivering tailored solutions with integrity and care. I pride myself on being a great listener and a detail-oriented professional. I go above and beyond to ensure my clients receive the highest level of service and support. My approach is to make clients feel valued and confident in their financial journey, offering them the expertise and personal attention they deserve.


I am deeply committed to success and love being in a position to help others achieve their financial goals but when I'm not hard at work I love spending time with my husband and our newborn son. Whether we're traveling or dining out at a favorite restaurant or somewhere new or enjoying a homecooked meal, I truly cherish these moments. I strongly believe in working hard and enjoying life even harder, often by taking a trip to a tropical destination for a refreshing change of scenery. I believe that with dedication, balance, and a little bit of adventure, we can all achieve our dreams and inspire those around us to do the same.

Get in Touch for Expert Financial Guidance

Ready to take control of your finances? Whether you need tax preparation or financial coaching, I'm here to help. Reach out today to start your journey!