Maximizing Earnings For Thriving Corporations And Securing Your Financial Future

$3.4 Mil Saved on Behalf of Clients ||

Over $1.6 Mil Refunded in Taxes in 2024 ||

$400k in dividends paid Out from investments ||

$3.4 Mil Saved on Behalf of Clients || Over $1.6 Mil Refunded in Taxes in 2024 || $400k in dividends paid Out from investments ||

Our Mission

Finance Therapy Group is an Accounting Firm that specializes in Tax preparation, Bookkeeping, and Financial Advisory. 

We support organizations and business owners with creating a holistic accounting experience that allows for them to stay ahead of their profit margins, scalability, and essential accounting needs. We are the only firm that incorporates compliance level tax preparation services with a full scope advisory relationship that allows for us to develop our relationships with our clients on a year-round basis and invest for the future amongst a diversified portfolio. 

Over the past few years, we have been able to decrease client tax liability through practical tax shelter methods that allow our clients to maximize their ROR through consistent investing for the future and focusing on retirement from the day-to-day business operations.

aBOUT FTG

Founded by Daja Lee in 2019, Finance Therapy Group provides accounting and tax services for individuals and small business owners.

Our firm specializes in tax planning to save clients money each year.

We operate in a micro-CFO capacity for clients, offering tax strategies, bookkeeping, and investment advice for business growth and retirement planning.

We ensure financial security by overseeing tax preparation and helping clients make informed decisions to minimize tax liabilities.

Our services

Taxes

Individual & Business

We are dedicated to helping our clients maximize their deductions with ease, ensuring optimal results with our expert guidance and support.

Bookkeeping

Monthly, Quarterly, & EOY Reconciliation

Looking to organize your books and ensure you're minimizing your tax liability? See how we can help you leverage the tax code to save you money.

Investments & Insurance

Step 1 : Financial Needs Analysis
Step 2 : Consultation

At Finance Therapy Group, we provide personalized financial guidance to meet your specific requirements.

FINANCE THERAPY GROUP

Specializing in Business Tax Preparation, Maximizing Profits for Growing Corporations.

If you have a business,
trust FTG with your taxes.

What our clients are saying…

  • "Finance Therapy Group and Daja Benton have taken care of my taxes for several years now. I have been 100% satisfied with her service, promptness, good advice, and timely filing of my tax returns. I especially appreciate that I can send her random questions during the year and she never fails to quickly reply."

    -Katja Simerson

  • "It has been my first year working with Finance Therapy Group, and have been extremely pleased with your work and results. It has been very easy to work with you, and you show an impressive level of professionalism. I am looking forward to working with you in the future not only for tax filing but also for tax advice."

    -Jan Rosberg

  • "Once again, thanks. I am always uneasy about using the internet for things like this because you never really know what to expect, but you have made me feel good about my choice! I look forward to your help next year and will make sure all my friends and family get the same help you've provided me."

    -Mary Allison