Tranquil Transactions CPA PLLC
Tranquil Transactions is a holistic, tech-forward CPA firm that delivers tailored tax strategy, planning, and advisory services to ambitious business owners, helping them reduce financial stress and build generational wealth through proactive and personalized financial support.
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Client Reviews
$300 to $12,550
Monthly Fixed Fee
Are You Our Ideal Client?
We work best with people & businesses that fall into these categories.
Clients who would be a good fit
Our ideal client is a proactive, growth-minded business owner. They’re often a woman, or first-generation wealth builder, who operates in the wellness, service, or creative industries. They are building an intentional business that aligns with their values, and they’re deeply invested in creating long-term financial sustainability for themselves and their families.
They are typically generating between $100K and $500K+ annually and are beginning to experience increased financial complexity like managing an LLC or S-Corp, hiring team members, or diversifying income streams. They’ve outgrown DIY tax solutions or have been underserved by prior professionals who lacked strategic guidance. Now, they’re actively seeking a financial partner who can help them navigate business growth with clarity and confidence.
This client values education, transparency, and genuine partnership. They want more than tax preparation. They want a trusted advisor who can provide year-round strategy, help them understand how their tax, income, and wealth decisions connect, and empower them to make smart, proactive moves. They’re ready to delegate and invest in expert support, not just to reduce taxes, but to reclaim their time, reduce stress, and build something meaningful.
They are typically generating between $100K and $500K+ annually and are beginning to experience increased financial complexity like managing an LLC or S-Corp, hiring team members, or diversifying income streams. They’ve outgrown DIY tax solutions or have been underserved by prior professionals who lacked strategic guidance. Now, they’re actively seeking a financial partner who can help them navigate business growth with clarity and confidence.
This client values education, transparency, and genuine partnership. They want more than tax preparation. They want a trusted advisor who can provide year-round strategy, help them understand how their tax, income, and wealth decisions connect, and empower them to make smart, proactive moves. They’re ready to delegate and invest in expert support, not just to reduce taxes, but to reclaim their time, reduce stress, and build something meaningful.
Clients who wouldNOTbe a good fit
A client who is not a good fit for Tranquil Transactions is someone who views tax preparation as a once-a-year task rather than an ongoing strategic opportunity. They may be primarily price-sensitive, seeking the lowest-cost option rather than valuing long-term guidance, strategy, or relationship. This person often approaches finances reactively, waiting until deadlines approach to engage, and may lack the organization, responsiveness, or motivation needed for a collaborative working relationship.
They are typically not ready or willing to invest in systems, education, or forward planning, and may be resistant to change or coaching. In some cases, they might delegate completely without providing context, or conversely, micromanage despite lacking financial expertise. They often expect quick answers without context or are unwilling to follow through on implementation, even when a clear plan is provided.
This client tends to lack clarity on their business finances, is unresponsive to requests, or sees professional advisors as interchangeable rather than partners. They may be more focused on short-term outcomes than long-term sustainability, and are generally unwilling to engage in the kind of intentional work required to build generational wealth.
They are typically not ready or willing to invest in systems, education, or forward planning, and may be resistant to change or coaching. In some cases, they might delegate completely without providing context, or conversely, micromanage despite lacking financial expertise. They often expect quick answers without context or are unwilling to follow through on implementation, even when a clear plan is provided.
This client tends to lack clarity on their business finances, is unresponsive to requests, or sees professional advisors as interchangeable rather than partners. They may be more focused on short-term outcomes than long-term sustainability, and are generally unwilling to engage in the kind of intentional work required to build generational wealth.
Minimum Financial Requirements
Annual Income
$100,000
Annual Revenue
$100,000
Client Specialties
Preferred Industries
Industries Tranquil Transactions CPA PLLC doesNOTserve
Services Offered
Service Pricing
Project-Based Fee
$3,000 to $50,000
Monthly Fixed Fee
$300 to $12,550
Quarterly Fixed Fee
$900 to $37,500
Annual Fixed Fee
$2,200 to $100,000
Meeting Options
Video meetings
Phone
Client Portal/Online Platform
Email
Tranquil Transactions CPA PLLC's Tech Stack
About Tranquil Transactions CPA PLLC
Tranquil Transactions: Where Tax Meets Intention
Helping high-achieving entrepreneurs reduce financial stress, reclaim their time, and grow wealth across generations.
At Tranquil Transactions, we’re not your traditional CPA firm, we’re a partner in your long-term success. Rooted in proactive tax strategy, holistic financial care, and deep understanding of the unique pressures entrepreneurs face, our practice is designed to support the whole you, not just your numbers.
We specialize in working with women business owners, solopreneurs, and first-generation wealth builders who are building intentional lives and legacy businesses. Whether you’re a full-time creator, wellness practitioner, coach, service provider, or multi-entity owner navigating growth, we provide the clarity and confidence you need to move forward.
✅ What We Offer
• Tax Planning with Purpose
Customized plans that legally minimize your tax liability while aligning with your life goals.
• Business Advisory Services
Entity structure, cash flow strategy, and financial clarity for your service-based business.
• Done-For-You Tax Preparation
No more scrambling at year-end—we’ll handle everything from past-year catch-up to proactive implementation.
• Education-Driven Support
We break down complex tax concepts into plain English so you’re never in the dark.
💫 Sam’s List Exclusive: Limited-Time Tax Offer
For those connecting with us through Sam’s List, we’re offering a powerful bundle to set you up for success:
🔹 2024 Tax Preparation + 2025 Tax Plan
Includes:
• Full-service, professional tax prep for your 2024 return (filed in 2025)
• A personalized, strategic tax plan for 2025 that identifies legal savings, structure shifts, and proactive moves
• A custom 1-page ROI tracker so you can see the real-time return from implementing your plan
✅ Minimum ROI Guarantee:
We guarantee your 2025 tax plan will deliver a minimum 200% return on investment (in tax savings). If we can’t identify double your fee in actionable savings, we’ll refund the difference or adjust your engagement until we do.
📩 Ready to Connect?
Book your free 15-minute “Get to Know You” call and let’s explore how we can bring more ease, clarity, and strategy to your finances. Come with your paystubs and a past return, we’ll come with insight and a plan.
🔗https://app.usemotion.com/meet/mourgan-reed/get-to-know-you
Helping high-achieving entrepreneurs reduce financial stress, reclaim their time, and grow wealth across generations.
At Tranquil Transactions, we’re not your traditional CPA firm, we’re a partner in your long-term success. Rooted in proactive tax strategy, holistic financial care, and deep understanding of the unique pressures entrepreneurs face, our practice is designed to support the whole you, not just your numbers.
We specialize in working with women business owners, solopreneurs, and first-generation wealth builders who are building intentional lives and legacy businesses. Whether you’re a full-time creator, wellness practitioner, coach, service provider, or multi-entity owner navigating growth, we provide the clarity and confidence you need to move forward.
✅ What We Offer
• Tax Planning with Purpose
Customized plans that legally minimize your tax liability while aligning with your life goals.
• Business Advisory Services
Entity structure, cash flow strategy, and financial clarity for your service-based business.
• Done-For-You Tax Preparation
No more scrambling at year-end—we’ll handle everything from past-year catch-up to proactive implementation.
• Education-Driven Support
We break down complex tax concepts into plain English so you’re never in the dark.
💫 Sam’s List Exclusive: Limited-Time Tax Offer
For those connecting with us through Sam’s List, we’re offering a powerful bundle to set you up for success:
🔹 2024 Tax Preparation + 2025 Tax Plan
Includes:
• Full-service, professional tax prep for your 2024 return (filed in 2025)
• A personalized, strategic tax plan for 2025 that identifies legal savings, structure shifts, and proactive moves
• A custom 1-page ROI tracker so you can see the real-time return from implementing your plan
✅ Minimum ROI Guarantee:
We guarantee your 2025 tax plan will deliver a minimum 200% return on investment (in tax savings). If we can’t identify double your fee in actionable savings, we’ll refund the difference or adjust your engagement until we do.
📩 Ready to Connect?
Book your free 15-minute “Get to Know You” call and let’s explore how we can bring more ease, clarity, and strategy to your finances. Come with your paystubs and a past return, we’ll come with insight and a plan.
🔗https://app.usemotion.com/meet/mourgan-reed/get-to-know-you
Disclaimer
Sam’s List is a platform that connects users with independent financial professionals, including accountants, bookkeepers, fractional CFOs, and financial advisors. Sam’s List does not provide, endorse, or guarantee any financial, accounting, or investment services. Some professionals on this platform participate in paid programs for additional visibility or leads. Users are responsible for conducting their own due diligence before engaging with any professional. Learn more in ourTerms of Service.
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