OTB Tax has helped clients reclaim more than $25 million through strategic tax planning—and they’re just getting started
The traditional accounting industry has long operated on a simple premise: you bring your receipts, they file your returns, and everyone moves on until next April. But what if the real value isn’t in filling out forms—it’s in fundamentally reimagining how business owners approach their relationship with the tax code?
That question sits at the heart of OTB Tax, a full-service accounting practice that has carved out a distinctive position in a crowded market. While most firms focus on compliance, OTB Tax specializes in proactive tax strategy that has helped clients amend returns to free up more than $25 million and save an additional $10 million annually. The numbers tell a growth story that caught the attention of Inc. Magazine, which ranked the firm at 538 on its prestigious Inc. 5000 list in 2020, followed by a 807 ranking in 2021.
The driving force behind this approach is Courtney Epps, an Enrolled Agent, tax strategist, speaker, and author of two best-selling books: “More Relaxing Less Taxing” and “What’s Your Plan B!” Her signature presentation carries a provocative title that doesn’t mince words: “Why You Would be Brain Dead not to Own a Business.” According to the firm, this talk has helped thousands of people understand the substantial tax advantages available to business owners—benefits that remain underutilized by the very people who could benefit most.
Democratizing Wealth-Building Strategies
The firm’s mission centers on a compelling premise: the tax and wealth strategies employed by the top one percent shouldn’t remain exclusive to those who’ve already made it. Representatives note that their focus involves delivering elite-level tax planning to small and medium-sized businesses, particularly home-based operations that typically lack access to sophisticated financial guidance.
This philosophy represents more than marketing positioning. In an industry where many practices chase high-net-worth individuals and large corporations, OTB Tax has deliberately positioned itself as the champion of entrepreneurs building their businesses from kitchen tables and spare bedrooms. The target audience—small to medium-sized business owners—represents a segment often underserved by traditional wealth management firms yet overcharged by general accounting practices that treat them as simple 1040 filers.
The distinction matters. A solopreneur running a consulting business from home faces vastly different financial planning needs than a W-2 employee, yet many never receive guidance on entity structure, retirement planning, or legitimate deduction strategies that could substantially reduce their tax burden. The company emphasizes helping clients keep more of their hard-earned money through approaches that are legal, moral, and ethical—a trifecta that acknowledges the fine line between strategic planning and problematic avoidance.
Building a Tax Rebellion
Looking ahead, the firm has set ambitious targets that extend beyond traditional practice growth. The goal? Building a $25 million company within three years. But perhaps more telling is the parallel initiative: Tax Rebels, an education and social media platform designed to serve the masses with accessible tax education. The objective involves growing this community to 100,000 members within the next twelve months.
This dual approach—high-touch professional services combined with scalable education—reflects a broader trend in professional services. As information becomes more accessible, the value proposition shifts from gatekeeping knowledge to providing strategic implementation and personalized guidance. OTB Tax positions itself at this intersection, offering both done-for-you services and done-with-you education.
With an ambitious three-year plan to reach $25 million in revenue, OTB Tax is proving that strategic, mission-driven accounting can be both profitable and transformational for clients. In an industry often seen as conservative, the firm stands out for its innovative approach, unwavering commitment to small business success, and dedication to democratizing access to elite tax strategies.
For entrepreneurs navigating the complex world of taxes and business growth, OTB Tax isn’t just a service provider—it’s a partner in building lasting financial security.
