Our story
Tax advice that feels like talking to a friend.
Tax Tea Time was built on a simple idea: every small business owner deserves a trusted advisor who speaks plainly, listens carefully, and genuinely cares about their success.
20+
Years of experience
200+
Clients served
50
States served remotely
$2M+
In client tax savings
Credentials
- Enrolled Agent (EA) — IRS authorized
- 12+ years in small business tax strategy
- Former Big 4 tax associate
- Member, NAEA
Meet the founder
Hi, I'm Whitney Davis.
I am an Enrolled Agent and small business tax strategist with over 12 years of experience helping entrepreneurs keep more of what they earn.
I started Tax Tea Time after years of watching brilliant business owners get overwhelmed, overcharged, and underserved by the traditional accounting world. I knew there had to be a better way — one that felt less like a transaction and more like a conversation.
The name? I want the guidance we provide to be as comforting as a warm cup of tea on a cold day. It sets the tone: relaxed, focused, and genuinely helpful. That energy has become the foundation of everything we do.
Today I work with small business owners and entrepreneurs across the country — entirely remotely, on your schedule. Whether you're a first-time filer or a growing S-Corp, I bring the same care and attention to every engagement.
How we work
Our approach
Plain language, always
We translate tax complexity into clear, actionable guidance. No jargon, no condescension — just honest answers you can actually use.
Proactive, not reactive
We don't wait for April to start thinking about your taxes. Year-round planning means fewer surprises and more savings.
Our experience, your compass
Every recommendation we make is grounded in your specific situation and long-term goals — not a one-size-fits-all playbook.
Relationships over transactions
We're not a tax factory. We work with a select number of clients so we can give each one the attention they deserve.
Ready to work together?
Book a free 30-minute consultation and let's see if we're a good fit — no pressure, no commitment.