About

About Our Company

Not a Franchise. Not a Factory. A Tax Partner Who Understands You.

I’m Sonja, an Enrolled Agent and former Texas Comptroller Auditor with over 20 years of tax experience. I built Tally Accounting & Tax Solutions to help business owners, entrepreneurs, and families solve real tax problems, protect their assets, and scale with confidence.

Our Vision

To provide reliable, accurate, and timely financial services that empower individuals and businesses to grow, build lasting relationships, and achieve peace of mind through trusted partnerships.

Our Mission

To deliver year-round financial solutions—including tax preparation, bookkeeping, payroll, auditing, notary, and financial consultations—with personal care, competitive fees, and a commitment to the highest professional standards.
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Years of Experience

Proven Results. Real Numbers.

Trust is at the heart of everything we do. With over 20 years of experience, we have helped individuals and business owners resolve complex tax issues, plan strategically, and stay compliant with confidence.


Our clients count on us because we provide clear guidance, reliable support, and real results. No matter how challenging your tax situation may seem, you can rely on us to handle it with professionalism and care. so you never have to hesitate when choosing our services.

Trusted Experts. Real Results. Lasting Tax Relief.

How We Works

Easy Steps To Get Started With Tally Accounting & Tax Solutions

We keep the process simple, clear, and stress-free. From your first call to ongoing support, our goal is to take the weight of tax and back-office tasks off your shoulders. You’ll always know what’s happening, what’s next, and that your business and tax matters are fully handled.
  • Step 1: Schedule A Call

    Book your free 30-minute strategy call so we can understand your goals and your current situation.

  • Step 2: Review & Assess

    We review your tax or business concerns, explain your options, and outline a clear action plan.

  • Step 3: Implement Solutions

    From resolving IRS notices to setting up bookkeeping systems, we handle the heavy lifting and keep you informed every step of the way.

  • Step 4: Ongoing Support

    We provide year-round guidance, compliance, and strategy so you stay confident, compliant, and ready for growth.

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Our Team

Meet Our Team

Meet the experts behind Tax Lady Solutions. Our team brings years of IRS, state, and business tax experience together to provide you with trusted guidance and real results.
Bernard Carlson

Bernard Carlson

Grotax Founder

Cecil Wheeler

Cecil Wheeler

Financial Consultant

Sophie Cohen

Sophie Cohen

Marketing Specialist

Hazel Walker

Hazel Walker

Tax Analyst

Peter Fernandez

Peter Fernandez

Tax Advisor

Hattie Robbins

Hattie Robbins

Accounting Clerk

Successful Project

What Our Clients Say

The best proof of our work comes from the people we have helped. From business owners facing IRS stress to individuals needing guidance, our clients trust us to deliver clear answers, real solutions, and lasting peace of mind.

Tamika J., Salon Owner

Tally Accounting & Tax Solutions truly understands small business owners like me. Sonja took the time to explain every step and made my tax process stress-free. I finally feel confident and supported during tax season.

Carlos R., Independent Contractor

I have worked with other accountants before, but Tally is different. They treat you like family—professional, patient, and always willing to help. My business finances have never been this organized.

Jennifer L., Startup Founder

As a new entrepreneur, I needed more than tax filing—I needed guidance. Sonja and her team helped me set up my books, plan ahead, and save money. Their year-round support has been a game changer.

Marcus B., Trucking Business Owner

Running my own trucking company comes with complex taxes, but Tally made everything simple. They understand my industry and take care of every detail. I trust them completely with my business.

Tamika J., Salon Owner

Tally Accounting & Tax Solutions truly understands small business owners like me. Sonja took the time to explain every step and made my tax process stress-free. I finally feel confident and supported during tax season.

Carlos R., Independent Contractor

I have worked with other accountants before, but Tally is different. They treat you like family—professional, patient, and always willing to help. My business finances have never been this organized.

Jennifer L., Startup Founder

As a new entrepreneur, I needed more than tax filing—I needed guidance. Sonja and her team helped me set up my books, plan ahead, and save money. Their year-round support has been a game changer.

Marcus B., Trucking Business Owner

Running my own trucking company comes with complex taxes, but Tally made everything simple. They understand my industry and take care of every detail. I trust them completely with my business.

Tamika J., Salon Owner

Tally Accounting & Tax Solutions truly understands small business owners like me. Sonja took the time to explain every step and made my tax process stress-free. I finally feel confident and supported during tax season.

Carlos R., Independent Contractor

I have worked with other accountants before, but Tally is different. They treat you like family—professional, patient, and always willing to help. My business finances have never been this organized.

Jennifer L., Startup Founder

As a new entrepreneur, I needed more than tax filing—I needed guidance. Sonja and her team helped me set up my books, plan ahead, and save money. Their year-round support has been a game changer.

Marcus B., Trucking Business Owner

Running my own trucking company comes with complex taxes, but Tally made everything simple. They understand my industry and take care of every detail. I trust them completely with my business.

Brianna S., Freelance Designer

I used to dread tax time, but now it’s easy. Tally helped me organize my finances and taught me how to plan for next year. They are professional, friendly, and genuinely care about your success.

Robert T., Real Estate Investor

I appreciate how Tally combines professionalism with personal care. They helped me structure my investments and reduce my tax burden legally. I now rely on them for all my financial planning.

Alicia M., Nonprofit Director

Our nonprofit needed someone who understood both compliance and compassion. Sonja’s team delivered both perfectly. Their guidance has kept us organized and confident through every audit.

Sophia R., Childcare Center Owner

Sonja and her team are amazing! They helped me organize payroll and taxes for my daycare with ease. I finally have peace of mind knowing everything is accurate and on time.

Brianna S., Freelance Designer

I used to dread tax time, but now it’s easy. Tally helped me organize my finances and taught me how to plan for next year. They are professional, friendly, and genuinely care about your success.

Robert T., Real Estate Investor

I appreciate how Tally combines professionalism with personal care. They helped me structure my investments and reduce my tax burden legally. I now rely on them for all my financial planning.

Alicia M., Nonprofit Director

Our nonprofit needed someone who understood both compliance and compassion. Sonja’s team delivered both perfectly. Their guidance has kept us organized and confident through every audit.

Sophia R., Childcare Center Owner

Sonja and her team are amazing! They helped me organize payroll and taxes for my daycare with ease. I finally have peace of mind knowing everything is accurate and on time.

Brianna S., Freelance Designer

I used to dread tax time, but now it’s easy. Tally helped me organize my finances and taught me how to plan for next year. They are professional, friendly, and genuinely care about your success.

Robert T., Real Estate Investor

I appreciate how Tally combines professionalism with personal care. They helped me structure my investments and reduce my tax burden legally. I now rely on them for all my financial planning.

Alicia M., Nonprofit Director

Our nonprofit needed someone who understood both compliance and compassion. Sonja’s team delivered both perfectly. Their guidance has kept us organized and confident through every audit.

Sophia R., Childcare Center Owner

Sonja and her team are amazing! They helped me organize payroll and taxes for my daycare with ease. I finally have peace of mind knowing everything is accurate and on time.
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FAQ

General Question

Have questions? We have got answers. From IRS resolution to business tax strategy, here are the most common questions clients ask before working with us.