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Entreprenuers & Business Owners in the Tampa Bay Area

We'll Help You Maximize Tax Savings & Scale Your Business Efficiently

A lot of accountants only reach out to their business clients when it comes to tax filling. We'll proactively work with you year-round to ensure that you're business is financially healthy, you don't miss out on deductions, and you get the most profits from your business.

See If You Quality

OR Call +1 (727)-520-8652

(No obligation. No jargon. Just answers.)

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Book Your Strategic Tax Review

Common tax planning gaps for growing businesses in Tampa Bay

Many growing businesses transition from basic tax filing to a more structured, year-round planning approach as operations become more complex.

Opportunities for proactive federal, state, and local tax planning
The most efficient owner compensation structure
Clear financial visibility for major business decisions
Accurate quarterly tax positioning

We Will Develop You A Proactive Tax Strategy

This is not year-end tax prep. This is a structured, year-round system designed to reduce your tax liability, eliminate surprises, and give you total control over how and when you pay.

A forward-looking tax plan that identifies savings opportunities before the year closes
The right entity, compensation, and payment structure to legally lower your overall tax burden
Clean, real-time financials that allow you to make growth decisions with full visibility and zero guesswork
Accurate quarterly planning so you stop dealing with unexpected balances, penalties, and cash flow pressure

Want To See What True Tax & Accounting Management Looks Like?

Get clarity on your current financial position and see whether you may be missing opportunities. No pressure. Just straightforward insight tailored to your business.

See If You Qualify

OR Call +1 (727)-520-8652

About Dixie Stamper & David Merrell

At Orion CFO, we were born out of necessity and firsthand experience.

As business owners and entrepreneurs ourselves, we faced the frustration of not having a comprehensive tax and financial strategy partner that could truly understand and meet our specific needs.

We realized there was a significant gap in the market for year-round solutions that combine comprehensive Analysis, Advice, and Asssessment.