Tailwind CPA
Established in 2014, Tailwind CPA has grown from a remote-first practice (originally Deep Dive Financial) into a comprehensive provider of tax strategy, preparation, accounting, and bookkeeping services. With a sister company, Tailwind Financial, offering fee-only financial planning, we leverage technology to deliver streamlined solutions to clients across locations, particularly those with businesses and/or rental real estate in multiple states.
Our approach is led by Diana Halenz, CPA, CFP®, who brings over 30 years of experience and a Masters in Taxation. Diana and our dedicated, small team (including fellow CPA Donette with over 30 years of experience, and Karyna, a CFP® candidate who manages our tax preparation workflow) are committed to proactive tax planning, going beyond basic filings to offer ongoing support and strategic insights.
Karyna's husband, Ben, is an orthopedic surgery resident, so our team understands the challenges that physicians face, from loan repayment to sudden increases in income and complexity. Fun fact: Ben was the one who came up with our name, Tailwind!
Why You?
As a boutique firm, we prioritize a deep understanding of our clients personal, business, and financial lives. This personalized attention translates to efficient service and a keen ability to identify missed tax optimization opportunities, ultimately helping you maximize your financial outcomes. Above all else, we genuinely enjoy working with each and every one of our clients.
We pride ourselves on being readily accessible to connect with you, even outside traditional work hours, whether it be about new business opportunities or any questions regarding how a decision might impact your tax liability.
Ideal Client
Our ideal client is an individual or family with a complex income and tax situation. This often includes early-career physicians who may have more than one income stream with spouses who may also be self-employed or have other unique considerations. Many of our clients own rental properties or commercial real estate.
We enjoy beginning to work with clients while they are still in residency or fellowship, so we can maximize future opportunities like loan repayment and signing bonus structure. Our team loves seeing our clients, their businesses, and their families grow year after year. Our practice has the expertise to grow with you.
Services Offered
Tailwind CPA leads our suite of services with tax planning. We believe that the real value in our clients' relationship with us is in the proactive planning for current income tax as well as forward looking to retirement and estate planning. Many firms who offer tax preparation simply fill in the numbers, but we go above and beyond, asking “what if” to find opportunities you might not have considered.
In addition to tax planning, we provide personal and business tax preparation, accounting, and bookkeeping. We also offer consulting in a range of different service areas like entity selection and evaluation, commercial loan applications, budgeting and cash flow projections, and financial analysis for strategic decisions.
Experience and Designations
Diana Halenz founded Tailwind CPA (originally Deep Dive Financial) back in 2014, after spending the first 20 years of her career consulting with the health care industry for a national consulting firm. She worked on the revenue cycle for health care providers, strategy and operations for health systems, and in technology implementation for health care providers. She is not only a CPA, but also holds a Masters in Taxation and is a Certified Financial Planner (CFP®) professional. Our team is rounded out by Donette, a CPA with over 30 years of experience leading our Accounting practice, and Karyna who is a CFP® candidate.
Fee Structure
For all new prospective clients, we offer a free introductory call to learn more about you, your tax situation, and what you are looking for. From there, we provide an estimate for our services. Our tax preparation fees are always a flat rate, while tax planning, strategy, accounting, and bookkeeping services may be billed hourly or at a flat rate for a defined scope.