About

A team of dedicated professionals committed to your financial success

About

A team of dedicated professionals committed to your financial success

Who We Specialize In

Built for Contractors & Business Owners

Construction & Trades

  • General contractors
  • Subcontractors
  • Specialty trades
  • Owner-operators
  • Project-based income

Service-Based Businesses

  • Professional services
  • Agencies & consultants
  • MedSpa operators
  • Real estate-related businesses

Contractor tax planning requires industry‑specific knowledge — entity structure, job‑based income, depreciation, and cash flow timing.

Our Story

Tertiary Accounting was founded with a simple mission: to provide growing businesses with the same level of strategic financial guidance typically reserved for large corporations.

We believe that every business owner deserves a trusted advisor who understands their unique challenges and opportunities. That's why we go beyond traditional compliance services to offer proactive planning and strategic insights.

Today, our team of CPAs and financial professionals serves hundreds of clients across various industries, helping them navigate complex tax situations, build financial infrastructure, and make informed business decisions.

Our Credentials

  • Certified Public Accountants (CPA)

  • Certified Financial Planners (CFP)

  • QuickBooks ProAdvisor Certified

  • AICPA Members

  • State CPA Society Members

Our Story

Tertiary Accounting was founded with a simple mission: to provide growing businesses with the same level of strategic financial guidance typically reserved for large corporations.

We believe that every business owner deserves a trusted advisor who understands their unique challenges and opportunities. That's why we go beyond traditional compliance services to offer proactive planning and strategic insights.

Today, our team of CPAs and financial professionals serves hundreds of clients across various industries, helping them navigate complex tax situations, build financial infrastructure, and make informed business decisions.

Our Credentials

  • Certified Public Accountants (CPA)

  • Certified Financial Planners (CFP)

  • QuickBooks ProAdvisor Certified

  • AICPA Members

  • State CPA Society Members

Our Values

The principles that guide everything we do

Proactive Approach

We anticipate challenges and opportunities before they arise, providing strategic guidance year-round.

Client Partnership

Your success is our success. We build long-term relationships focused on helping you achieve your goals.

Technical Excellence

Our team maintains the highest professional standards and stays current with ever-changing regulations.

Personal Service

You work directly with experienced professionals who understand your unique situation.

Our Values

The principles that guide everything we do

Proactive Approach

We anticipate challenges and opportunities before they arise, providing strategic guidance year-round.

Client Partnership

Your success is our success. We build long-term relationships focused on helping you achieve your goals.

Technical Excellence

Our team maintains the highest professional standards and stays current with ever-changing regulations.

Personal Service

You work directly with experienced professionals who understand your unique situation.

Meet the Team of Professionals

Experienced professionals dedicated to your success

Sofia Young

Head of Marketing

[Team Member Name] is a skilled professional with extensive experience in [industry/field]. Passionate about [specific aspect of the job or industry], [he/she/they] deliver(s) exceptional results and drive(s) success for our clients.

Emma Johnson

Project Manager

[Team Member Name] is a skilled professional with extensive experience in [industry/field]. Passionate about [specific aspect of the job or industry], [he/she/they] deliver(s) exceptional results and drive(s) success for our clients.

Liam Carter

Creative Director

[Team Member Name] is a skilled professional with extensive experience in [industry/field]. Passionate about [specific aspect of the job or industry], [he/she/they] deliver(s) exceptional results and drive(s) success for our clients.

Noah Mitchell

Marketing Specialist

[Team Member Name] is a skilled professional with extensive experience in [industry/field]. Passionate about [specific aspect of the job or industry], [he/she/they] deliver(s) exceptional results and drive(s) success for our clients.

Meet the Team of Professionals

Experienced professionals dedicated to your success

Sofia Young

Head of Marketing

[Team Member Name] is a skilled professional with extensive experience in [industry/field]. Passionate about [specific aspect of the job or industry], [he/she/they] deliver(s) exceptional results and drive(s) success for our clients.

Emma Johnson

Project Manager

[Team Member Name] is a skilled professional with extensive experience in [industry/field]. Passionate about [specific aspect of the job or industry], [he/she/they] deliver(s) exceptional results and drive(s) success for our clients.

Liam Carter

Creative Director

[Team Member Name] is a skilled professional with extensive experience in [industry/field]. Passionate about [specific aspect of the job or industry], [he/she/they] deliver(s) exceptional results and drive(s) success for our clients.

Noah Mitchell

Marketing Specialist

[Team Member Name] is a skilled professional with extensive experience in [industry/field]. Passionate about [specific aspect of the job or industry], [he/she/they] deliver(s) exceptional results and drive(s) success for our clients.

Strategic accounting, tax, and business services for growing companies. Specialized in medspa, trades, and emerging businesses.

Contact Us

© Copyright 2026. Axis Accounting & Tax. All Rights Reserved.

Strategic accounting, tax, and business services for growing companies. Specialized in medspa, trades, and emerging businesses.

Contact Us

© Copyright 2026. Axis Accounting & Tax. All Rights Reserved.