Tax Planning & Compliance
Smarter Financial & Tax Planning for Small Businesses that want to keep more.
Bookkeeping, Tax Strategy and CFO Services designed to help business owners increase cash flow, stay compliant and scale with confidence
Who We Serve
We specialize in self-employed professionals, high-earning contractors, and cannabis entrepreneurs who want to build wealth, stay compliant, and reduce taxes.
Contractors & Trades (plumbing, electrical, construction, trucking)
Steady your cash flow and taxes with clean books and clear tracking.
- Seasonal income clarity
- Receipt and expense systems
- Profit-focused insights
Cannabis & Cannabis-Adjacent Businesses
280E-aware compliance with numbers you can trust for growth.
- Audit-ready bookkeeping
- 280E tax planning
- CFO-level reporting
Service-Based Entrepreneurs & Consultants
Keep more of what you earn with hands-off finance support.
- Bookkeeping done for you
- Proactive tax strategy
- Wealth-building guidance
Who We Typically Work With
We partner with small business owners who want more than basic tax prep and reactive bookkeeping.
- Established businesses earning $200K+
- Owners who want tax planning, not just filing
- Businesses that value systems, clarity, and proactive advice
- Entrepreneurs ready to use their numbers to make better decisions
How We Support Our Clients
Our clients usually come to us because they want:
- Clear financials they can actually understand
- A plan to reduce taxes and protect cash flow
- Consistent reporting, not year-end surprises
- A long-term financial partner, not a once-a-year relationship
Not sure where you fit? Let's talk.
About Us
A Strategic Accounting Partner for Small Businesses
At Green Stone Financial, we do more than manage numbers. We partner with growth-minded small business owners who want clarity, structure, and a plan, not just compliance.
Led by Natasha Lewis-Flynn, Enrolled Agent (EA), with 20+ years of experience providing tax strategy, bookkeeping, and CFO-level advisory to small businesses, our firm sits at the intersection of financial accuracy and strategic decision-making.
We help business owners clean up their books, reduce tax exposure, and understand their financials so they can make confident, informed decisions. Whether you're scaling, navigating complexity, or simply tired of guessing where your money is going, our goal is to make your numbers work for you, not against you.
Green Stone Financial was built for entrepreneurs who want a long-term financial partner, not a once-a-year tax preparer. We believe strong systems, proactive planning, and clear reporting are the foundation of sustainable growth.
- Natasha Lewis-Flynn, EA Founder & Principal
Strategic Planning
We design tax strategies that reduce liability across federal, state, and local filings - built around your goals and cash flow.
Client-First Support
Clear explanations, fast responses, and proactive guidance so you always know what to expect.
Compliance You Can Trust
We keep your filings accurate and audit-ready, with documentation and processes that protect your business.
Why Choose Us
What sets Green Stone Financial apart
We help business owners stay compliant while actively reducing tax liability.
Compliance-First Approach
We keep your filings accurate, documented, and audit-ready so you can focus on running your business.
Strategic Tax Planning
Proactive planning and entity optimization help reduce tax liability throughout the year.
Clear, Responsive Support
You get straight answers, fast turnaround, and guidance in plain language.
Industry Knowledge
Experience with cannabis and non-cannabis businesses means better insight into complex tax rules.
Our Services
Built for compliant, tax-smart growth
Practical, proactive services that help business owners reduce tax liability and stay compliant.
Operations
Bookkeeping
Clean books, no stress.
Strategy
Tax Planning & Prep
Strategy-first tax filing. Never overpay again.
Growth
Virtual CFO
Monthly insights & forecasts to help you scale.
Client Reviews
What our clients are saying
Trusted tax preparation with care, clarity, and fast responses.
"
I have lots to understand with taxes as it is not an easy process at times. Ms. Lewis-Flynn has been very patient and willing to assist me to gain better knowledge through working together. Especially on my solar tax credit, understanding how rental income affects tax liability as I plan for future retirement etc. No stone has been left unturned. I really like the Tax Dome (TD) client portal app used to upload my tax docs, chat with her, etc. I also was pleasantly surprised that she sent a video explaining my entire tax return. I was able to pay the affordable tax preparation fee using credit card with no addtl fees thru payment link and set up appt to pick up tax return thru TD app. Ms. Lewis-Flynn was available for calls and emails whenever I reached out. I am extremely grateful for her excellent customer service and confident with the outcome of my tax return.
Michelle M.
Client
"
Excellent and responsive tax preparation. Natasha is very knowledgeable and helpful in all respects. Always responds quickly to any questions. Based on my experience, Natasha is not just a tax preparer, she is a tax preparer who cares. I 100% recommend for all your tax preparation and accounting needs.
Angela
Client
"
Natasha is a God send. My previous tax preparer got me a whole heap of headache. Prepared my taxes wrong for several years. I was audited and she told the BIR, "To bad he's on his own". She cost me over 20k in federal taxes and 15k in local taxes. Thank God for Natasha, my professional and competent tax professional. She dug me out of that hole and has me standing on solid ground. She takes the time to explain the what's and why's. She is thorough from the beginning to the end of the process. She saved me over $67k when she recognized something I missed recording. I would recommend no one else. She's 12 out of 10!
Sheldon T.
Client
"
Amazing and excellent professional and customer service. The online portal is simple and easy, I love the draft review process and the effective timely response. I am a very HAPPY customer!!
Sherriffa A.
Client
"
What is the main thing that you have taken away from working together that has made the most impact? Clarity on deductions.
Diane R.
Client
"
The visual and spoken explanation of our taxes was the best.
Kie R.
Client
"
Fast, efficient and accurate service backed by over 20 years of experience.
Rigel R.
Client
"
My experience with the staff has been nothing but amazing. I have been doing my taxes with them for 2 years. They are very friendly and informative.
Anonymous
Client
Contact
Ready to reduce your tax liability?
Whether you run a cannabis or non-cannabis business, we're here to help you stay compliant and keep more of what you earn.
Book a Consultation
Schedule a personalized tax strategy session
Get personalized guidance on planning, deductions, and compliance. Our team is here to help.