Tax Preparation
Personal and business returns, filed properly and explained plainly — quarterly estimates included, clear enough to repeat.
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Tax · Credit · Financial Planning
Your finances should grow with you.
Flat-fee tax preparation, credit strategy, and year-round planning from one advisor who knows your name — not a seasonal storefront that closes on April 16.
- Flat fees quoted up front
- Remote statewide
- Reachable all year
IRS-registered
Preparer (PTIN) — credentials pending confirmation
8+ years
Preparing returns for individuals & owners
300+
Returns and credit plans completed
Year-round
Support — not just January to April
Experience and client-volume figures are placeholders pending confirmation.
Why people switch
Not a storefront tax shop
Chains are built for volume. Green Peak is built for the twenty minutes after the return is filed — the part where you finally understand what happened and what's next.
What matters
Typical chain
Green Peak
Who you actually talk to
A rotating seasonal preparer you meet once
Cheyanne — the same advisor, every year
When they're available
Storefront closes after April 15
Year-round planning, questions answered off-season
What you walk out with
A filed return and a receipt
A filed return plus a plan for credit, cash flow, and next year's taxes
How pricing works
Per-form add-ons that grow at the counter
A flat fee quoted before any work begins
How it feels
Rushed, jargon-heavy, one-size-fits-all
Plain language, no judgment about where you're starting
The Green Peak approach
A clearer path to what's next
We believe financial progress should feel intentional — helping you make confident decisions today while building toward what's ahead.
Stability
A clear path forward.
Growth
Momentum you can measure.
Trust
A financial partner who stays.
Financial support for every stage of growth
What we do.
Four connected services, one clear strategy for where you are and what comes next.
Credit & Financial Strategy
A practical plan to raise your score, clean up what's holding you back, and build borrowing power you can actually use.
ViewBusiness & Entrepreneur Support
Entity setup, bookkeeping rhythms, and owner pay strategy so your business finances stop living in your head.
ViewFinancial Planning
A practical roadmap that connects today's decisions to the life, home, or business you're building toward.
ViewGrowth you can watch happen
01
Clarity
Understand where you are and where you're going.
02
Strategy
Make informed financial decisions with intention.
03
Growth
Build toward a stronger financial future.
Cheyanne Coleman
Founder & President
Meet the founder
Built with purpose.
Led with intention.
Green Peak Financial was created around a more intentional approach to financial guidance — one built around trust, clarity, and long-term growth.
Most people arrive a little behind and a little embarrassed about it. That's a normal place to start, and it isn't a conversation you have to dread.
Meet CheyanneClient perspective · sample copy
“I'd avoided this for two years. She made it make sense in one afternoon.”
“My score moved 91 points in seven months. It was the first plan anyone gave me that I could actually follow.”
“She answers in July, which is more than I can say for the place I used before.”
What happens next
Three steps, no surprises.
- 01
Free 20-minute consultation
Tell us where you are. No documents required, no pressure to sign anything.
- 02
A flat-fee plan in writing
You get the scope and the price up front, plus a simple checklist of what to send.
- 03
Filed, explained, and followed up
We file, walk you through what it means, and check in before the next deadline.
Ready for your next peak?
Let's build what's next.
Your next financial chapter starts with a conversation.